Global Private Client Relationship Banker

1 day ago


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

Citi is a global bank with over 200 years of experience in connecting people and businesses across hundreds of cities and countries. We offer a wide range of financial services and products to help our clients achieve their goals.

Job Summary

The Private Client Coverage (PCC) Relationship Banker is a seasoned professional role that requires in-depth disciplinary knowledge. This role contributes to the development of new techniques and the improvement of processes and work-flow for the area or function. The ideal candidate will integrate subject matter and industry expertise within a defined area and demonstrate a strong understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business.

Key Responsibilities
  • Client Account Management: Review customer needs and asset allocation, proactively engage with the customer to validate the understanding of the needs, and advise customers to enrich relationships by mobilizing additional funds and selling other fee-based products/services based on current and future customer needs.
  • Review product penetration for the assigned client base, identify potential customers who can be sold tailored products to enhance product penetration, and ensure coverage of all relationships through customer engagements, risk profiling, and financial planning.
  • Organize customer events to enhance customer bonding, acquire new customers through converting referral leads, and ensure compliance with KYC/AML and other regulatory requirements.

Requirements
  • 5-8 years of experience in a related field
  • Bachelor's/University degree or equivalent experience

About Citi

Citi is an equal opportunity and affirmative action employer. We value diversity and inclusion and are committed to creating an environment where all employees can thrive. 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.Visit our EEO is the Law and EEO Policy Statement pages for more information on our commitment to diversity and inclusion.
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