Financial Services Representative
3 days ago
Citi is a leading global financial services company with a rich history of over 200 years. We connect millions of people across hundreds of cities and countries every day through our unparalleled global network, providing a broad range of financial services and products to clients around the world.
Job OverviewWe are currently seeking a highly skilled Associate Banker, UHNW Hong Kong Team based in Hong Kong to join our team. As a successful candidate, you will be responsible for providing complete service support to clients, including solving complex client inquiries, and assisting the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients.
Key Responsibilities- Provide day-to-day support to Bankers on documentation such as account opening and closing, loan disbursals, etc.
- Client/prospect meetings - Organize the pre-call planning, organizing post-meeting notes, and maintain all client call records including call reports.
- Assist the Banker in deepening existing client relationships through deep-dive analysis.
- Develop sales and marketing strategies designed to generate revenue growth and acquire new target clients.
To be successful in this role, you will need:
- Bachelor's/University degree or equivalent experience.
- 2-5 years of relevant experience in investments, banking, and credit products.
- Excellent communication and relationship management skills.
- Ability to multi-task and manage multiple priorities.
Citi offers a competitive salary of HK$280000, as well as excellent benefits, including health insurance, retirement plans, and paid time off. You will also have access to ongoing training and development opportunities to help you grow your career.
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