Client Executive, Hong Kong, Treasury

3 months ago


Hong Kong, Hong Kong SAR China Citi Full time
Treasury and Trade Solutions (TTS) is a key product group within Institutional Client Group (ICG) which supports clients from all sectors including Global Subsidiaries Group, TTLC, Public Sector, Financial Institutions and Commercial Banking. We offer a comprehensive set of digital and innovative solutions ranging from payments, collections, cards, liquidity management, channels, trade services, trade finance to structured supply chain financing.

We are looking for a highly motivated TTS Client Executive working closely with TTS Global/Regional/HK Solution Sales and Banking teams to drive revenue growth, realization and retention, as well as identify cross sell opportunities and attrition management. The individual should have client services/delivery, sales, operations and/or relationship management background, be client focused and able to navigate within the Citi network at all levels.

Job Requirements/Key Responsibilities:
  • Manage a portfolio of top tiered corporate clients and develop an understanding of their businesses operations, transaction flows, organization structures, TTS needs and priorities;
  • Work closely in partnership with TTS Solution Sales and Banking teams, focusing on
    • Revenue growth, retention and attrition management, including monthly revenue tracking and analysis to ensure the relevant scorecards correctly reflecting TTS profitability
    • Identify and coordinate new cross sell opportunities including commercialization of new and enhanced solution offerings
    • Understand key TTS sales activities and strategies for clients within the portfolio and provide relevant supports
    • Drive revenue realization on deals implemented and track the progress of all deals at implementation stage
  • Penetrate client organization and cultivate client contacts working with TTS Solution Sales, Operations and Client Delivery to deliver superior client satisfaction
  • Work in partnership with TTS Solution Sales and Client Delivery in the preparation and delivery of TTS Relationship/Services Reviews
  • Prepare analysis and finding summaries on client transactions volume/trends, solutions structures and pricing for HK TTS Sales Head, Asia Client Executive Head and/or Solution Sales
  • Support client communication and management of Product migrations, regulatory changes and market updates
  • Take ownership and ensure all client enquiries, issues and requests are handled and addressed promptly either personally or through the engagement of CEM, Services/Ops, Banking and/or appropriate Product specialists, and utilize client forums such as Client at Risk and Deal at Risk to facilitate and drive resolution where necessary
  • Be the client advocate in navigating the Citi network to ensure client satisfaction
  • Develop and maintain industry/sector knowledge and trends
  • Ensure compliance with TTS Risk and Sales processes where applicable
    • Monitor challenged credit clients to ensure products suitable for client risk rating and classifications
    • Handle AML enquiries promptly to ensure adherence to Citi policies
  • Provide client feedback on products, processes and services needs to relevant internal partners
Skills/Competencies:
  • Excellent written and oral communication and interpersonal skills
  • Strong analytical, problem solving, time management and organizational skills
  • Proven track record of successful client focused activity, Back Office Cash Management or Trade Operations Experience
  • Self-driven and trusted team player
  • Mandarin speaking is mandatory
Qualifications:
  • Minimum 8 years of relevant experience in client management and financial services indust
  • Bachelor's/University degree
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
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Job Family Group:
Institutional Sales
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Job Family:
Account Management
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Time Type:
Full time
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Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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