Associate Banker

3 weeks ago

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

Citi 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 Summary

We are seeking a highly skilled Associate Banker to join our UHNW Taiwan Team in Hong Kong. As a key member of our team, you will provide complete service support to clients, including solving complex inquiries and providing day-to-day support to Bankers on documentation.

Key Responsibilities
  • Provide complete service support to clients, including solving complex inquiries
  • Provide day-to-day support to Bankers on documentation, such as account opening and closing, loan disbursals, etc.
  • Client/prospect meetings - Organize pre-call planning, maintain post-meeting notes, and record client call reports
  • Assist Bankers in profiling, qualifying, and converting prospects into Citi Private Bank clients
  • Assist Bankers in deepening existing client relationships through deep-dive analysis
  • Assist Bankers in creating sales and marketing strategies to generate revenue growth and acquire new target clients, with a focus on investments
  • Assist Bankers with prospecting - conduct new client/prospect research, generate leads, develop prospects, network to identify referrals, and coordinate client events
  • Provide accurate and timely revenue tracking and deal pipeline reports to Bankers
  • Ensure proper documentation related to KYC/AML from clients and update client records and documentation
  • Assess risk when making business decisions, considering the firm's reputation and safeguarding Citigroup, its clients, and assets
Requirements
  • Bachelor's/University degree or equivalent experience
  • 2-5 years of relevant experience
  • Knowledge of investments is required, banking and credit products desirable
  • Ability to manage relationships both internal and external
  • Ability to multi-task
  • HKSI 1,7,8 preferred
About Citi

Citi is an equal opportunity and affirmative action employer. We welcome applications from qualified candidates 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 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.

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