Banking Executive

Citi Handlowy

Kowloon, Hong Kong, Hong Kong
Client relationship management
Sales target achievement
Financial product sales
Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients

Job Summary

  • Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients.
  • Proactively approach Citi clients to establish real needs, understand the client and their requirements, and interest them in Citi’s products.
  • 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

Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients.

Skills & Requirements

Must-have

  • Client relationship management
  • Sales target achievement
  • Financial product sales
  • Cross-selling services
  • Risk assessment and compliance

Nice-to-have

  • Client needs identification
  • Exceptional client experience
  • Financial well-being support
  • Career development resources

Key Requirements

  • Bachelor’s degree or equivalent experience
  • Previous financial sales experience preferred
  • Mandatory certifications: HKSI 1, 7, 8 & IIQE 1, 3
  • Mandatory Reference Checking (MRC) Scheme compliance

Work Rights

Not specified

Tailored Resume

Cover Letter