Relationship Manager Specialist

2 days 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 spanning over 200 years. We have the privilege of connecting millions of people across hundreds of cities and countries every day through our unparalleled global network.

We provide a broad range of financial services and products to our clients, including consumers, corporations, governments, and institutions. Our goal is to help them achieve their biggest opportunities and overcome the world's toughest challenges.

Job Description

We are currently looking for a high-caliber Relationship Manager Specialist to join our team in Hong Kong. As a member of our team, you will have access to the resources you need to succeed, empowering you to make healthy decisions and manage your financial well-being to plan for your future.

  • Citi provides programs and services for your physical and mental well-being, including access to telehealth options, health advocates, confidential counseling, and more.
  • We empower our employees to manage their financial well-being and plan for the future.
  • Citi offers an array of learning and development resources to help broaden and deepen your skills and knowledge as your career progresses.
Responsibilities

In this role, you will be responsible for:

  • Client Account Management: Reviewing Citigold customer needs and asset allocation, proactively engaging with customers to validate their understanding of their needs.
  • Advising Citigold customers to enrich relationships by mobilizing additional funds and selling other fee-based products/services based on current and future customer needs.
  • Reviewing product penetration for the assigned client base, identifying potential Citigold customers who can be sold tailored products to enhance product penetration.
  • Ensuring coverage of all relationships through customer engagements, risk profiling, and financial planning.
  • Organizing Citigold customer events to enhance customer bonding.
  • Acquiring new Citigold customers through converting referral leads.
Compliance, Risk & Controls

You will be expected to:

  • Ensure that KYC/AML and other compliance norms are strictly adhered to.
  • Fulfilling clients' necessities while providing an exceptional client experience is the expected behavior from all our employees and will be measured by specific metrics.
  • Appropriately assessing 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.
Requirements

To be successful in this role, you should have:

  • A 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.
Benefits

As a Relationship Manager Specialist at Citi, you will enjoy a competitive salary ranging from $HK$600,000 - HK$900,000 per annum, depending on your level of experience. You will also have access to a comprehensive benefits package, including:

  • Health insurance.
  • Dental insurance.
  • Vision insurance.
  • Retirement savings plan.
  • Employee assistance program.

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