Gold Relationship Manager

3 weeks ago


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

Citi is seeking a highly skilled and experienced Relationship Manager to join our team in Hong Kong. As a key member of our Citigold team, you will be responsible for managing relationships with high net worth individuals and providing them with tailored financial solutions.

Key Responsibilities
  • Review and understand customer needs and asset allocation, and proactively engage with customers to validate their understanding of their needs.
  • Advise customers on enriching their relationships by mobilizing additional funds and selling other fee-based products and services based on their current and future needs.
  • Review product penetration for assigned clients, 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 and acquire new customers through converting referral leads.
Requirements
  • Bachelor's degree or equivalent experience.
  • 2-5 years of relevant experience in relationship management or a related field.
  • Ability to manage relationships both internally and externally, and ability to multitask.
  • Mandatory certifications as required for selling financial products, such as HKSI Paper 1, 7 & 8 and IIQE 1, 2, 3 & 5.
About Citi

Citi is a global bank with a long history of providing financial services to individuals, corporations, governments, and institutions. We offer a wide range of products and services, including banking, investments, and wealth management. Our team is dedicated to helping our clients achieve their financial goals and make informed decisions about their financial well-being.

We are committed to diversity and inclusion, and we strive to create a work environment that is inclusive and respectful of all employees. We offer a range of benefits and programs to support our employees' physical and mental well-being, including access to telehealth options, health advocates, and confidential counseling.

We are an equal opportunity employer and welcome applications from qualified candidates of all backgrounds. 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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