Associate Banker

3 weeks ago

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

Citi is a global bank with a rich history of over 200 years. We provide a broad range of financial services and products to our clients, helping them meet their biggest opportunities and face the world's toughest challenges.

Job Summary

We are seeking a high-caliber Associate Banker to join our UHNW Taiwan Team based in Hong Kong. As a key member of our team, you will provide complete service support to clients, including solving complex client inquiries and providing day-to-day support to Bankers on documentation.

Key Responsibilities
  • Provide complete service support to clients, including solving complex client inquiries
  • 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 profiling, qualifying and converting prospects into Citi Private Bank clients.
  • Assist the Banker in deepening the existing client relationship through deep-dive analysis
  • Assist the Banker in the creation of sales and marketing strategies designed to generate revenue growth and to acquire new target clients, with a focus on Investments
  • Assist the Banker with prospecting - conduct new client/prospect research, generate leads and develop prospects, network to identify referrals to new clients/prospects, and coordinate client events
  • Provide accurate and timely revenue tracking and deal pipeline reports and other relevant information to the Banker
  • Ensure appropriate documentation related to KYC/AML from the client and ensure all aspects of client records and documentation are completed and updated
Requirements
  • Bachelor's/University degree or equivalent experience
  • 2-5 years of relevant experience
  • Knowledge of investments is required, banking and credit products desirable
  • Ability to manage relationships both internal and external
  • Ability to multi-task
  • HKSI 1,7,8 preferred
About Working at Citi

Citi is an equal opportunity and affirmative action employer. We are committed to diversity and inclusion in the workplace. If you are a person with a disability and need a reasonable accommodation to apply for a career opportunity, please review our Accessibility at Citi page.

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