Citigold Relationship Manager

3 months ago

Hong Kong, Hong Kong SAR China Citi Full time
At Citi, we get to connect millions of people across hundreds of cities and countries every day. And we've been doing it for more than 200 years. We do this through our unparalleled global network. We provide a broad range of financial services and products to our clients - whether they be consumers, corporations, governments or institutions - to help them meet their biggest opportunities and face the world's toughest challenges.

Shape your Career with Citi

Citi Global Wealth (CGW) brings together the full power of Citi to serve the entire continuum of wealth clients, from affluent to ultra-high net worth to family offices. The strategies we create help our clients maintain liquidity while maximizing yields, transact in foreign currency and across borders, and manage fluctuating expenses or cash flow. We are uniquely suited to helping our clients meet their banking needs across regions through our global network.

We're currently looking for a high caliber professional to join our team as Citigold Relationship Manager (Internal Job Title: Citigold Relationship Banker - C10 to C12) based in Hong Kong. Being part of our team means that we'll provide you with the resources to meet your unique needs, empower you to make healthy decision and manage your financial well-being to help plan for your future. For instance:
  • Citi provides programs and services for your physical and mental well-being including access to telehealth options, health advocates, confidential counseling and more. Coverage varies by country.
  • We empower our employees to manage their financial well-being and help them plan for the future.
  • Citi provides access to an array of learning and development resources to help broaden and deepen your skills and knowledge as your career progresses.
In this role, you're expected to:

Client Account Management
  • 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.
  • Review product penetration for the assigned client base, identify potential Citigold customers who can be sold tailored products to enhance product penetration
  • Ensure coverage of all relationships through customer engagements, risk profiling and financial planning.
  • Organize Citigold customer events to enhance customer bonding.
  • Acquire new Citigold customers through converting referral leads.
Compliance, Risk & Controls
  • Ensure that KYC/AML and other compliance norms are strictly adhered to.
  • Fulfilling the clients' necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics.
  • 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 a successful candidate, you'd ideally have the following skills and exposure:
  • Bachelor's/University degree or equivalent experience
  • 2-5 years relevant experience
  • Ability to manage relationships both internal and external; Ability to multi-task
  • Mandatory certifications as required for selling financial products, i.e. HKSI Paper 1, 7 & 8 and IIQE 1, 2, 3 & 5
Working at Citi is far more than just a job. A career with us means joining a family of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community and make a real impact.

Take the next step in your career, apply for this role at Citi today

https://jobs.citi.com/dei
------------------------------------------------------

Job Family Group:
Private Client Coverage
------------------------------------------------------

Job Family:
Relationship Banker
------------------------------------------------------

Time Type:
------------------------------------------------------

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.

Citigroup Inc. and its subsidiaries ("Citi) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi .

View the " EEO is the Law " poster. View the EEO is the Law Supplement .

View the EEO Policy Statement .

View the Pay Transparency Posting

  • Relationship Manager

    1 month ago

    Hong Kong, Central and Western District, Hong Kong SAR China Citi Full time

    About CitiCiti is a global bank with a rich history of over 200 years. We provide a wide range of financial services and products to our clients, helping them meet their biggest opportunities and face the world's toughest challenges.Job SummaryWe are seeking a high-caliber professional to join our team as a Citigold Relationship Manager. In this role, you...

  • Digital Financial Services Relationship Specialist

    6 days ago

    Hong Kong, Central and Western District, Hong Kong SAR China Citi Full time

    Key Responsibilities:As a Citigold Relationship Manager at Citi, you will be responsible for reviewing customer needs and asset allocation, proactively engaging with customers to validate their understanding of their needs, and advising customers to enrich their relationships by mobilizing additional funds and selling other fee-based products and services...

  • Lifestyle Relationship Manager

    1 month ago

    Hong Kong, Central and Western District, Hong Kong SAR China Citi Full time

    Citi is seeking a highly skilled and experienced Lifestyle Relationship Manager to join our team in Hong Kong. As a key member of our Private Client Coverage team, you will be responsible for providing exceptional customer service and relationship management to our ultra-high net worth clients. Your primary focus will be on building and maintaining strong...

  • Gold Relationship Manager

    4 weeks ago

    Hong Kong, Central and Western District, Hong Kong SAR China Citi Full time

    At Citi, we're committed to helping our clients achieve their financial goals. As a Citigold Relationship Manager, you'll play a key role in delivering exceptional client experiences and driving business growth. Your primary responsibility will be to manage a portfolio of high-net-worth clients, providing tailored financial solutions and advice to meet their...

  • Gold Relationship Manager

    2 months ago

    Hong Kong, Central and Western District, Hong Kong SAR China Citi Full time

    About the RoleCiti is seeking a highly skilled and experienced Relationship Manager to join our team in Hong Kong. As a key member of our Citigold team, you will be responsible for managing relationships with high net worth individuals and providing them with tailored financial solutions.Key ResponsibilitiesReview and understand customer needs and asset...

  • Citigold Associate

    3 months ago

    Hong Kong, Hong Kong SAR China Citi Full time

    At Citi, we get to connect millions of people across hundreds of cities and countries every day. And we've been doing it for more than 200 years. We do this through our unparalleled global network. We provide a broad range of financial services and products to our clients - whether they be consumers, corporations, governments or institutions - to help them...

  • Lifestyle Relationship Manager

    3 weeks ago

    Hong Kong, Central and Western District, Hong Kong SAR China Citi Full time

    Citi's Wealth Management TeamWe are seeking a highly skilled and experienced Lifestyle Relationship Manager to join our team in Hong Kong. As a key member of our Wealth Management team, you will be responsible for providing exceptional service to our ultra-high net worth clients, ensuring their needs are met and exceeded.Key Responsibilities:* Act as a...

  • Senior Vice President, HR Advisor

    2 months ago

    Hong Kong, Hong Kong SAR China Citi Full time

    Whether you're at the start of your career or looking to discover your next adventure, your story begins here. At Citi, you'll have the opportunity to expand your skills and make a difference at one of the world's most global banks. We're fully committed to supporting your growth and development from the start with extensive on-the-job training and exposure...

  • Lifestyle Relationship Manager

    3 months ago

    Hong Kong, Hong Kong SAR China Citi Full time

    At Citi, we get to connect millions of people across hundreds of cities and countries every day. And we've been doing it for more than 200 years. We do this through our unparalleled global network. We provide a broad range of financial services and products to our clients - whether they be consumers, corporations, governments or institutions - to help them...

  • Gold Associate

    2 months ago

    Hong Kong, Central and Western District, Hong Kong SAR China Citi Full time

    About CitiCiti is a global financial services company that has been connecting millions of people across hundreds of cities and countries for over 200 years. We provide a broad range of financial services and products to our clients, helping them meet their biggest opportunities and face the world's toughest challenges.Job SummaryWe are currently seeking a...

  • Citigold Private Client

    3 months ago

    Hong Kong, Hong Kong SAR China Citi Full time

    At Citi, we get to connect millions of people across hundreds of cities and countries every day. And we've been doing it for more than 200 years. We do this through our unparalleled global network. We provide a broad range of financial services and products to our clients - whether they be consumers, corporations, governments or institutions - to help them...

  • Investment Specialist, Consumer Banking

    3 months ago

    Hong Kong, Hong Kong SAR China Citi Full time

    At Citi , we get to connect millions of people across hundreds of cities and countries every day. And we've been doing it for more than 200 years. We do this through our unparalleled global network. We provide a broad range of financial services and products to our clients - whether they be consumers, corporations, governments or institutions - to help them...

  • Relationship Manager

    4 weeks ago

    Hong Kong, Central and Western District, Hong Kong SAR China BDO Life Full time

    Relationship Manager (Wealth Management)We are seeking a skilled Relationship Manager to join our team at BDO Life. As a key member of our wealth management team, you will be responsible for delivering timely and efficient service to our clients, focusing on the management of assigned investment, equities, and fixed income portfolios.Key...

  • Relationship Manager

    1 month ago

    Hong Kong, Central and Western District, Hong Kong SAR China China CITIC Bank International Limited Full time

    Job Title: Relationship ManagerChina CITIC Bank International Limited is seeking a skilled Relationship Manager to join our team. As a key member of our wealth management team, you will be responsible for developing and maintaining strong relationships with high net worth individual customers.Key Responsibilities:Client Relationship Management: Develop and...

  • Relationship Manager

    1 month ago

    Hong Kong, Central and Western District, Hong Kong SAR China Hong Leong Bank Berhad, Hong Kong Branch Full time

    Unlock Your Potential with Hong Leong Bank Berhad, Hong Kong BranchAbout the RoleWe are seeking a highly motivated and experienced Relationship Manager to join our team in Hong Kong. As a Relationship Manager, you will be responsible for acquiring and growing a portfolio of new clients, achieving individual and team financial targets, and providing...

  • Relationship Manager

    3 weeks ago

    Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full time

    A Career with ExcellenceHang Seng Bank is committed to delivering exceptional service and performance. Our team members are our most valuable asset, and we strive to create a dynamic working environment that fosters growth and development.About the RoleWe are seeking a high-calibre Relationship Manager to join our Prestige Client team. As a key member of our...

  • Relationship Manager

    1 month ago

    Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full time

    Job Title: Relationship ManagerHang Seng Bank is seeking a high-calibre professional to join our Commercial Banking team as a Relationship Manager. As a key member of our team, you will be responsible for managing and developing a portfolio of corporate banking customers, with a focus on deepening and broadening relationships with our clients.Key...

  • Relationship Manager, CRE Relationship Management

    2 months ago

    Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full time

    About Hang Seng BankHang Seng Bank is a leading financial institution committed to delivering exceptional service excellence. Our people are our most valuable asset, and we strive to create a dynamic working environment that fosters growth, innovation, and collaboration.Our BusinessOur Commercial Banking business provides tailored financial solutions to...

  • Relationship Manager

    3 weeks ago

    Hong Kong, Central and Western District, Hong Kong SAR China Hang Seng Bank Limited Full time

    Job OpportunityHang Seng Bank Limited is committed to delivering exceptional service to its customers. As a Relationship Manager, you will play a vital role in building and maintaining strong relationships with corporate clients, providing tailored financial solutions to meet their needs.Key ResponsibilitiesManage a portfolio of corporate banking customers,...

  • Relationship Manager

    1 month ago

    Hong Kong, Central and Western District, Hong Kong SAR China China CITIC Bank International Limited Full time

    Job Title: Relationship ManagerChina CITIC Bank International Limited is seeking a skilled Relationship Manager to join our team. As a Relationship Manager, you will be responsible for developing and maintaining client relationships in accordance with the bank's policies and procedures.Key Responsibilities:Client Relationship Development: Develop and...