Top Financial Relationship Professional Wanted

2 days ago


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

Citi, a leading global bank with over 200 years of history, offers a unique opportunity for a skilled professional to join its team as a Citigold Relationship Manager in Hong Kong.

About Citi

Citi is a multinational investment bank and financial services corporation headquartered in New York City. We have operations in 160 countries, employing over 230,000 people worldwide. Our mission is to serve our clients by providing innovative financial solutions and exceptional customer service.

Job Description

This role involves managing client relationships, identifying new business opportunities, and developing strategies to enhance product penetration. As a Citigold Relationship Manager, you will be responsible for reviewing customer needs, advising on product offerings, and ensuring compliance with regulatory requirements.

Key Responsibilities:
  • Client Account Management: Review client needs, validate understanding of their requirements, and advise on suitable products.
  • Relationship Building: Enhance relationships through proactive engagement, risk profiling, and financial planning.
  • New Business Development: Acquire new customers through referral leads and conversion.
  • Compliance: Ensure adherence to KYC/AML norms and other regulatory requirements.
Requirements

To succeed in this role, you will need:

  • Bachelor's degree or equivalent experience.
  • 2-5 years relevant experience in relationship management or a related field.
  • Mandatory certifications for selling financial products (HKSI Paper 1, 7 & 8 and IIQE 1, 2, 3 & 5).
Benefits

Citi offers a comprehensive range of benefits, including:

  • A competitive salary package.
  • Ongoing training and development opportunities.
  • A diverse and inclusive work environment.
  • Access to cutting-edge technology and tools.
About Working at Citi

Citi is an equal opportunity employer and welcomes applications from qualified candidates. If you are a person with a disability and require a reasonable accommodation to apply, please visit our accessibility page. Citi is committed to diversity and inclusion in the workplace.



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