Advise Citigold customers to enrich relationships by mobilizing additional funds and selling other fee-based products/services based on current and future customer needs
Job Summary
Advise Citigold customers to enrich relationships by mobilizing additional funds and selling other fee-based products/services based on current and future customer needs.
Ensure coverage of all relationships through customer engagements, risk profiling and financial planning.
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets.
Matching Summary
Advise Citigold customers to enrich relationships by mobilizing additional funds and selling other fee-based products/services based on current and future customer needs.
Skills & Requirements
Must-have
Citigold customer needs assessment
Mobilizing additional funds
Selling fee-based products
Customer engagement and risk profiling
Acquiring new Citigold customers
Nice-to-have
Enhance customer bonding through events
Exceptional client experience
Pro-active client engagement
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
Ability to manage internal and external relationships