Financial Services Associate
2 weeks ago
We are seeking a highly skilled Financial Services Associate to join our team in Hong Kong. As a key member of our UHNW Taiwan Team, you will be responsible for providing exceptional service support to clients and prospects.
Key Responsibilities:- Provide complete service support to clients, including solving complex inquiries
- Assist Bankers with documentation, such as account openings and closings, loan disbursals, etc.
- Organize client/prospect meetings, maintain call records, and provide post-meeting notes
- Assist in profiling, qualifying, and converting prospects into Citi Private Bank clients
- Deepen existing client relationships through analysis and develop sales strategies to acquire new clients
- Bachelor's degree or equivalent experience
- 2-5 years of relevant experience in investments and banking products
- Knowledge of HKSI 1,7,8 is preferred
The estimated salary range for this position is $500,000 - $700,000 per annum, plus benefits and bonuses.
Citi offers a comprehensive benefits package, including health insurance, retirement plans, and paid time off. We also provide opportunities for professional growth and development, as well as a dynamic and inclusive work environment.
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