High Net Worth Client Service Specialist
5 days ago
At Citi, we connect millions of people across hundreds of cities and countries every day, providing a broad range of financial services and products to our clients. We're currently seeking a skilled professional to join our team as a Lifestyle Relationship Manager in Hong Kong.
About the RoleThe Client Service Officer is a developing professional role that deals with most problems independently and has some latitude to solve complex problems. Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices.
Responsibilities- Act as a single point of contact for selected top-tier discerning cardholders
- Provide proactive and tailored account management, including Lifestyle Concierge and account-related services, to Citi's ultra-high net-worth clients
- Work closely with the Affluent Product & Marketing team and Citigold Private Client Relationship Managers to create a superior product and customer journey for affluent segment
- Liaise, monitor, and gate-keep the lifestyle services provided by external vendors
- Design workflow for assigned projects and initiatives in line with objectives of the company
- Assess risk when business decisions are made and demonstrate consideration for the firm's reputation and safeguarding Citigroup, its clients, and assets
- Minimum Degree holder or higher with a minimum of 5 years in servicing affluent customers
- Fluent and articulate in English, Cantonese, and Mandarin, with working knowledge of Chinese dialects, Japanese, or European languages a plus
- Proficient in MS Word and Excel, with the ability to learn new systems quickly
- Strong problem-solving skills, with the ability to resolve complex customer service enquiries in a prompt, courteous, and professional manner
- Strong attention to detail and administrative capabilities
- Ability to demonstrate strong empowerment and decision-making skills, with excellent verbal and written communications
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.
-
High Net Worth Underwriting Specialist
1 month ago
Hong Kong, Central and Western District, Hong Kong SAR China Sun Life Full timeJob Title: High Net Worth Underwriting SpecialistJob Summary:We are seeking a highly skilled High Net Worth Underwriting Specialist to join our team at Sun Life. As a key member of our underwriting team, you will be responsible for assessing and managing risk for high net worth clients.Key Responsibilities:Perform underwriting risk assessments within...
-
High-Net-Worth Individual Sales Specialist
4 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Gopher Asset Management 歌斐資產 Full timeJob Summary:As a High-Net-Worth Individual Sales Specialist at Gopher Asset Management 歌斐資產, you will be responsible for developing and maintaining strong relationships with high-net-worth clients in Hong Kong, Singapore, and other regions. You will provide professional asset management advice and solutions tailored to the needs of high-net-worth...
-
High Net Worth Client Service Specialist
2 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Hang Seng Bank Limited Full timeCareer Opportunity in Private BankingHang Seng Bank Limited is committed to delivering exceptional service quality. Our people are our most valuable asset and play a vital role in enhancing our performance for customers and providing best-in-class products and services. We seek to attract high-calibre talent by offering a dynamic working environment, good...
-
High Net Worth Client Portfolio Manager
3 days ago
Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full timeJob SummaryWe are seeking a highly experienced and skilled individual to join our team as a High Net Worth Client Portfolio Manager. This role will involve managing relationships with our most valued clients, providing financial advice, and developing strategies to help them achieve their wealth creation goals.About UsHSBC is a global banking and financial...
-
Hong Kong, Central and Western District, Hong Kong SAR China DBS Bank Full timeDBS Bank OpportunityDBS Bank offers a unique opportunity for a seasoned investment professional to join our elite team of private banking specialists. With a strong focus on delivering personalized wealth management solutions to high net worth clients, we are seeking a skilled investment strategist to join our ranks.Key HighlightsEstimated salary: $150,000 -...
-
High Net Worth Underwriting Specialist
1 month ago
Hong Kong, Central and Western District, Hong Kong SAR China ConnectedGroup Limited Full timeHigh Net Worth Underwriting OpportunityA leading multinational life insurer in Hong Kong is seeking a seasoned High Net Worth Underwriter to join their Global High Net Worth Underwriting team. As a key member of the team, you will have the opportunity to work with prestigious clients, leveraging innovative solutions to meet their unique needs while advancing...
-
High Net Worth Client Relationship Manager
5 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Bank Of China (Hong Kong) Limited Full timeAt Bank Of China (Hong Kong) Limited, we are seeking an exceptional High Net Worth Client Relationship Manager to join our Private Banking team.About the RoleWe offer a highly competitive salary of HKD 600,000 per annum, commensurate with experience, and a comprehensive benefits package.Key ResponsibilitiesDevelop and execute business plans to acquire new...
-
Hong Kong, Central and Western District, Hong Kong SAR China Value Search Asia Full timeOverviewValue Search Asia is a leading wealth management firm that specializes in serving high net worth individuals in Greater China. SalaryThe estimated annual salary for this role is $120,000 - $200,000 USD, depending on experience and qualifications. Job DescriptionWe are seeking an experienced relationship manager to join our team in Greater China. As...
-
Hong Kong, Central and Western District, Hong Kong SAR China Hang Seng Bank Limited Full timeJob DescriptionWe are seeking a highly skilled Customer Relationship Manager (Cross-boundary) to join our team at Hang Seng Bank Limited.About the RoleThis is an excellent opportunity for a motivated and experienced professional to provide financial planning services to high-net-worth, mainland, and offshore clients. As a key member of our Retail...
-
High Net Worth Investment Specialist
4 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Citi Full timeJob OverviewWe are seeking a highly skilled and experienced Investment Counselor to join our team in Hong Kong. As an Investment Counselor, you will be responsible for providing exceptional investment advice and solutions to ultra-high net worth clients.
-
High Net Worth Relationship Manager
4 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Dah Sing Financial Group Full timeAbout Dah Sing Financial GroupEstablished in Hong Kong, Dah Sing Financial Group is a leading financial services provider offering banking, insurance, and investment services through its extensive network of over 70 branches. The company prioritizes a culture that values caring, teamwork, and progressiveness. Our goal is to foster an environment where...
-
High Net Worth Insurance Expert
2 days ago
Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full timeAt HSBC Global Private Banking, we help high net worth and ultra-high net worth clients manage, grow, and preserve their wealth for generations to come. Our network of global experts provides tailored solutions to access investment opportunities worldwide, plan for the future with wealth and succession planning, manage portfolios, and find the right support...
-
High Net Worth Financial Manager
5 days ago
Hong Kong, Central and Western District, Hong Kong SAR China HARBRIDGE PARTNERS Full timeJob DescriptionWe are seeking a seasoned professional to lead our Private Banking and High Net Worth (PHNW) segment. As a High Net Worth Financial Manager, you will be responsible for delivering premium service to our private banking clients and their families.The ideal candidate will have at least 10 years of experience in Private Banking and PHNW, with...
-
Hong Kong, Central and Western District, Hong Kong SAR China DBS Bank (Hong Kong) Limited Full timeCompany OverviewDBS Bank (Hong Kong) Limited is a leading financial institution in the region, providing comprehensive banking and wealth management services to its clients. Job SummaryWe are seeking an experienced Private Banking Relationship Manager to join our team. The successful candidate will be responsible for providing high-quality wealth management...
-
High Net Worth Relationship Manager
4 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Citi Full timeAbout CitiCiti is a leading global financial services institution with a rich history spanning over 200 years. With a presence in hundreds of cities and countries, we connect millions of people every day through our unparalleled global network.Our VisionWe provide a broad range of financial services and products to help our clients meet their biggest...
-
Hong Kong, Central and Western District, Hong Kong SAR China Global Executive Consultants Ltd. Full timeAbout Global Executive Consultants Ltd.We are a professional services firm that provides expert advice to high net worth individuals and families.
-
High Net Worth Relationship Associate
4 days ago
Hong Kong, Central and Western District, Hong Kong SAR China DBS Bank Full timeCompany OverviewDBS Bank is a leading financial institution in Asia, offering a wide range of banking and investment services to individuals and businesses. Our Private Banking division provides personalized wealth management solutions to high net worth individuals, catering to their diverse financial needs and goals.About the RoleWe are seeking a skilled...
-
Hong Kong, Central and Western District, Hong Kong SAR China Hang Seng Bank Limited Full timeOverviewHang Seng Bank Limited is a leading financial institution in Hong Kong, committed to service excellence and customer satisfaction.SalaryThe estimated salary for this position is around HKD 80,000 - 120,000 per month, depending on experience.Job DescriptionAs a Prestige Private Relationship Manager at Hang Seng Bank, you will be responsible for...
-
Hong Kong, Central and Western District, Hong Kong SAR China King Deux Search & Consulting Full timeKing Deux Search & Consulting is a specialized executive search firm that offers bespoke talent solutions across financial services and commerce.We are committed to finding the right opportunity for our candidates while leaving a lasting legacy beyond the hiring process.Our esteemed client excels as a premier provider of personalized lifestyle and...
-
High Net Worth Underwriting Expert
5 days ago
Hong Kong, Central and Western District, Hong Kong SAR China ConnectedGroup Limited Full timeJob SummaryA seasoned High Net Worth Underwriter is sought after by ConnectedGroup Limited to join their Global High Net Worth Underwriting team. This role offers a dynamic and supportive environment where you can leverage innovative solutions to meet the unique needs of prestigious clients while advancing your career.Your Key Responsibilities:Manage...