Citigold Relationship Banker

Workforcity

Hong Kong
Client account management
Financial product advisory
Risk profiling and financial planning
At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact

Job Summary

  • At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.
  • In this role, you’re expected to review Citigold customer needs, advise on tailored financial products, and ensure compliance with regulatory standards.
  • Citi provides programs and services for your physical and mental well-being including access to telehealth options, health advocates, confidential counseling and more.

Matching Summary

At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.

Skills & Requirements

Must-have

  • Client account management
  • Financial product advisory
  • Risk profiling and financial planning
  • Compliance with KYC/AML regulations
  • Customer engagement and relationship building

Nice-to-have

  • Event organization for client bonding
  • Multi-tasking ability
  • Internal and external relationship management
  • Ethical judgment and transparency

Key Requirements

  • Bachelor's/University degree or equivalent experience
  • 2-5 years relevant experience
  • Mandatory certifications: HKSI Paper 1, 7 & 8 and IIQE 1, 2, 3 & 5

Work Rights

Not specified

Tailored Resume

Cover Letter