Strategic Client Manager
12 hours ago
At Citi, we're committed to connecting people and businesses across the globe. With a history spanning over 200 years, our unparalleled global network enables us to provide a broad range of financial services and products to clients worldwide.
Sales and Relationship Building
We're seeking a highly skilled Strategic Client Manager - Wealth Management to join our team in Hong Kong. As part of our Private Client Coverage group, you'll be responsible for managing relationships with high net worth individuals, growing their portfolios through tailored product recommendations, and driving revenue growth.
About the Role
As a Strategic Client Manager - Wealth Management, you will:
- Conduct regular reviews of clients' financial needs and develop strategies to enhance their investment portfolios.
- Maintain a deep understanding of clients' goals, risk tolerance, and investment objectives to deliver exceptional customer service.
- Promote Citigold and other wealth management services to clients, leveraging your expertise to identify opportunities for growth.
- Collaborate with internal stakeholders to ensure seamless delivery of financial solutions and services to clients.
Key Skills and Qualifications
To succeed in this role, you'll need:
- A Bachelor's degree or equivalent experience.
- 2-5 years of relevant experience in sales, relationship management, or a related field.
- Strong communication and interpersonal skills, with the ability to build trust with clients.
- Mandatory certifications such as HKSI Paper 1, 7 & 8 and IIQE 1, 2, 3 & 5.
Benefits
Citi offers a comprehensive benefits package, including access to learning and development resources, health and wellness programs, and a competitive compensation package.
Why Work at Citi?
Citi is an equal opportunity employer committed to diversity and inclusion. We're proud to offer a dynamic work environment that fosters collaboration, innovation, and professional growth. Join our team and contribute to shaping the future of financial services.
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