Citigold Banker

Citi

Kowloon, Hong Kong, Hong Kong
On-site
Mobilizing additional funds
Selling fee-based products
Customer engagements
Citi is seeking a Citigold Relationship Manager in Kowloon, Hong Kong, to manage client accounts and enhance customer relationships within the wealth management sector. The role requires a strong understanding of financial products and compliance regulations, along with a commitment to providing exceptional client experiences

Job Summary

  • Review Citigold customer needs and asset allocation, pro-actively engage with the customer to validate the understanding of the needs.
  • Advise Citigold customers to enrich the relationships by mobilizing additional funds and sell other fee-based products/services based on the current and future customer needs.
  • Ensure that KYC/AML and other compliance norms are strictly adhered to.

Matching Summary

Match Score: 85

Citi is seeking a Citigold Relationship Manager in Kowloon, Hong Kong, to manage client accounts and enhance customer relationships within the wealth management sector. The role requires a strong understanding of financial products and compliance regulations, along with a commitment to providing exceptional client experiences.

Skills & Requirements

Must-have

  • mobilizing additional funds
  • selling fee-based products
  • customer engagements
  • risk profiling
  • financial planning
  • KYC/AML compliance

Nice-to-have

  • organize customer events
  • internal and external relationship management
  • multitasking ability

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter