Client Service Officer (Assistant Vice President)

Citigroup

Hong Kong, Hong Kong SAR
Not specified; not specified; not specified
Hybrid
5-8 years relevant experience
Private banking client facing experience
Tax documentation knowledge w-series forms
Citi is seeking a Client Service Officer (Assistant Vice President) to join its new Client Tax Services Team in Hong Kong. The role involves managing client tax documentation, handling queries, and collaborating with various teams, requiring strong communication, organizational, and analytical skills

Job Summary

  • This role plays a key leading part in setting up a new Client Tax Services Team within Citi's Private Banking division.
  • The successful candidate will manage day-to-day tax related queries and ensure UHNW client relationships are maintained effectively.
  • Candidates must possess strong communication skills to work directly with clients, Tax Advisors, and internal banking teams.

Matching Summary

Match Score: 85

Citi is seeking a Client Service Officer (Assistant Vice President) to join its new Client Tax Services Team in Hong Kong. The role involves managing client tax documentation, handling queries, and collaborating with various teams, requiring strong communication, organizational, and analytical skills.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • 5-8 years relevant experience
  • Private Banking client facing experience
  • Tax documentation knowledge W-Series forms
  • Fluency in English Mandarin and Cantonese
  • Process improvement and risk management skills

Nice-to-have

  • Basic SQL knowledge preferred
  • Project management experience
  • Sales referral experience background
  • Operational process reporting expertise
  • Strong analytical problem solving abilities

Key Requirements

  • Bachelor's degree or equivalent experience
  • 5-8 years of relevant professional experience
  • Mandarin and Cantonese language fluency required
  • Experience with FATCA and regulatory requirements
  • Strong organizational and time management skills

Work Rights

Not specified

Tailored Resume

Cover Letter