Strategic Wealth Manager for Ultra-High Net Worth Clients
4 days ago
We are seeking an exceptional Strategic Wealth Manager to join our team in Hong Kong. As a key member of our Private Banking division, you will be responsible for managing relationships with ultra-high net worth clients and providing tailored financial solutions to help them achieve their goals.
With over 200 years of experience, Citi is one of the world's leading financial institutions. Our Global Wealth business serves affluent and ultra-high net worth clients across 20 countries, offering a comprehensive range of wealth management services. We pride ourselves on delivering personalized service, expert advice, and innovative solutions that meet the unique needs of each client.
As a Strategic Wealth Manager, your primary responsibility will be to build and maintain strong relationships with high net worth individuals and families. You will work closely with our product experts to develop customized investment strategies, manage risk, and provide guidance on wealth planning and management. Your goal will be to deliver exceptional client experiences, drive revenue growth, and contribute to the success of our team.
Responsibilities:
- Client Relationship Management: Develop and maintain relationships with ultra-high net worth clients, understanding their financial goals, risks, and preferences.
- Investment Solutions: Collaborate with our product experts to design and implement customized investment strategies that align with client objectives.
- Wealth Planning: Provide guidance on wealth planning, tax optimization, and estate planning to ensure clients' financial well-being.
- Risk Management: Identify and mitigate potential risks to clients' portfolios, ensuring alignment with their risk tolerance.
- Business Development: Identify new business opportunities, develop referral networks, and collaborate with other teams to drive revenue growth.
Requirements:
- Experience: 15+ years of experience in private banking, wealth management, or a related field, preferably with a proven track record in relationship selling.
- Education: Bachelor's degree or higher, with a preference for a Master's degree or relevant certifications (e.g., CFA, CAIA).
What We Offer:
- Competitive Salary: $120,000 - $180,000 per annum, depending on experience.
- Bonus Structure: Eligible for bonus based on individual performance and team achievements.
- Benefits Package: Comprehensive benefits, including medical, dental, vision, life insurance, and retirement savings plan.
- Professional Development: Opportunities for training, mentorship, and career advancement within the organization.
About Us:
Citi is an equal opportunity employer committed to diversity and inclusion. We welcome applications from qualified candidates who share our values and are passionate about delivering exceptional client experiences.
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