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Head of Onshore Citigold Private Client, Hong Kong

2 months ago

Hong Kong, Hong Kong SAR China Citi Full time
The Head of Onshore Citigold Private Client, Hong Kong manages multiple teams of senior professionals through other senior managers. The job requires a broad and comprehensive understanding of the different systems, theories and practices relevant to a function as well as practical experience of multiple business cycles. In-depth knowledge of the industry and direct competitors' products/services is also necessary in order to contribute to the commercial objectives of the business. Requires thorough understanding of strategic direction of the function within the business, combined with a solid conceptual/practical grounding in both the function and/ or area of expertise. Excellent communication skills required in order to influence a wide range of audiences. The job is likely to be involved in both internal and external negotiations which will have a major impact on the area managed, and possibly on other related areas and organization as a whole. Develops medium- to long-term plans and executes functional strategies for a large/complex country, cluster of countries, or business requiring coordination and integration across units. Provides input into strategic decisions affecting job family or function within a region or business. Full management responsibility of multiple teams, including management of people, budget and planning. Has authority to negotiate and make independent decisions on issues/activities that have critical impact or influence on company revenues, capital or business operations. Typically, a direct report to a MD/C16 role and sits on the highest functional leadership team within a region, job function, or global business.

Responsibilities:
  • Wealth Mgmt Manager primary focus is to ensure corporate strategy execution on a regional level. The Manager is visible to CBNA/CPWM senior management and is a clear ambassador to the overall growth and success of the CPWM Investment business.
  • Job function includes top regional supervisory responsibilities, setting vision and productivity goals, overall market profitability, sales, operations, recruiting/salesforce growth, and adhering to all regulatory rules/guidelines.
  • Responsible for all FAs in a defined region with direct managerial oversight of the RSMs and in some instances FAs as well.
  • Effectively executes the implementation of the CPWM/Citigold team strategy.
  • Held accountable for RSMs' territories to include revenue plan and all business drivers and initiatives.
  • Instrumental in monitoring the referral volumes between internal CPWM FAs and partners such as retail bank, mortgage, Citigold RMs, Cards and segmentation placing between Citipriority and Citigold.
  • Partners with CBNA counterparts, Division Managers, to ensure cross business line referrals and to provide the most transparent Citi customer experience.
  • Responsible for the execution of Citigold Wealth Centers, Citigold Hubs, and Citipriority sales growth through the interaction with RSMs, Citigold Market Managers, and Area Directors within the Retail Bank.
  • Direct contact for CPWM Senior Management for market results and regular business updates.
  • Provides strong leadership, conviction and messaging to all market direct reports towards driving the new CPWM client centric and segment strategy.
  • Motivates, persuades, and leads a diverse group of Advisors, Relationship Managers, and non-team partners to execute on delivering value to the Citi shareholder with existing and new clients of Citi.
  • Demonstrates ability to attract talent in relevant markets both at the producer level and the leadership level.
  • Communicates effectively with senior management representing CPWM and the franchise. This includes heads of HR, Legal, Risk, Compliance, ICG, Mortgage, Retail Bank, Commercial Bank, and Capital Markets.
  • Represents Citi at industry conferences and lead discussions regarding Citi strategy and overall market presence.
  • Strategic thinking and critical / objective decision making to build consensus, drive incremental results, and work with a broad spectrum of stakeholders.
  • Drives execution with a high sense of urgency, focused on details and managing multiple and complex matters, often including multiple stakeholders and leaders internal and external to Citi.
  • Owns the collective results in sales, hiring, risk management, and productivity within the sales organization and the overall bank franchise.
  • Owns and manages a profitable P&L with a focus on driving a remarkable client experience while helping to drive improvement in NPS and KDS client metrics throughout the organization.
  • Understands and drives client segmentation as well as the future growth strategy and client metrics.
  • Contributes to the organization's goals and embodies the firm's leadership standards and values by collaborating effectively with others and setting the standard for leadership.
  • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.
Qualifications:
  • 15+ years of experience
  • Extensive investment and insurance sales experience; prior investment/insurance sales management required Demonstrated ability to lead, motivate, and influence others Excellent verbal and written communication skills Customer service orientation
Education:
  • Bachelor's/University degree, Master's degree preferred
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Job Family Group:
Private Client Coverage
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Job Family:
Franchise Management
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Time Type:
Full time
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