Senior Banking Professional
19 hours ago
Citi is a leading global bank with over 200 years of history, connecting millions of people across hundreds of cities and countries every day. Our unparalleled global network provides a broad range of financial services and products to our clients, helping them meet their biggest opportunities and face the world's toughest challenges.
Role Description
We are seeking a highly skilled Associate Banker to join our team in Hong Kong. As a key member of our UHNW Taiwan Team, you will be responsible for providing exceptional service support to clients, including solving complex client inquiries, documenting account openings and closings, loan disbursals, and maintaining accurate client records.
Key Responsibilities
* Provide complete service support to clients, including resolving complex client inquiries
* Support bankers on documentation such as account opening and closing, loan disbursals, etc.
* Organize pre-call planning, post-meeting notes, and maintain all client call records, including call reports
* Assist bankers in profiling, qualifying, and converting prospects into Citi Private Bank clients
* Deepen existing client relationships through deep-dive analysis
* Collaborate with bankers to create sales and marketing strategies designed to generate revenue growth and acquire new target clients, with a focus on investments
* Conduct new client/prospect research, generate leads, develop prospects, network to identify referrals to new clients/prospects, and coordinate client events
* Provide accurate and timely revenue tracking and deal pipeline reports and other relevant information to bankers
Required Skills and Qualifications
* Bachelor's/University degree or equivalent experience
* 2-5 years of relevant experience
* Knowledge of investments required, banking and credit products desirable
* Ability to manage relationships both internal and external
* Ability to multitask
* HKSI 1,7,8 preferred
Benefits
As a successful candidate, you will have access to a range of benefits, including comprehensive training programs, opportunities for career advancement, and a competitive salary package. Additionally, you will be part of a dynamic and supportive team environment that values diversity, equity, and inclusion.
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