Citigold Banker

Citi

Hong Kong, Hong Kong
Not specified; not specified; benefits include tel...
Manage citigold customer relationships
Validate client needs and asset allocation
Sell fee-based financial products
The role involves reviewing Citigold customer needs, validating understanding, and advising on asset allocation to enrich relationships

Job Summary

  • The role involves reviewing Citigold customer needs, validating understanding, and advising on asset allocation to enrich relationships.
  • Employees are expected to ensure strict adherence to KYC/AML compliance norms while safeguarding the firm's reputation.
  • Citi provides comprehensive resources including telehealth options, health advocates, and confidential counseling to support employee well-being.

Matching Summary

The role involves reviewing Citigold customer needs, validating understanding, and advising on asset allocation to enrich relationships.

Salary

Not specified; Not specified; Benefits include telehealth, health advocates, and counseling

Skills & Requirements

Must-have

  • Manage Citigold customer relationships
  • Validate client needs and asset allocation
  • Sell fee-based financial products
  • Ensure KYC/AML compliance adherence
  • Organize customer engagement events

Nice-to-have

  • Ability to manage internal and external relationships
  • Strong multi-tasking capabilities
  • Proactive client acquisition through referrals
  • Exceptional client experience delivery

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter