Global Wealth Management Professional

4 hours ago


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

Citi is a leading global financial services company with a history spanning over 200 years. We are committed to delivering exceptional wealth management solutions to high net worth individuals and their families. Our team of professionals provides personalized service, tailored advice, and innovative products to help our clients achieve their financial goals.

We are currently seeking a highly skilled and experienced professional to join our International Personal Banking (IPB) team in Hong Kong. As a CitiGold IPB Client Manager, you will be responsible for managing client relationships, providing investment advice, and delivering exceptional customer service. You will also be expected to maintain and grow your portfolio of clients through proactive relationship building, product sales, and referrals.

Key Responsibilities
  • Client Account Management:
  • • Collaborate with clients to understand their financial needs and objectives.
  • • Provide personalized investment advice and recommendations to meet clients' diverse financial goals.
  • • Manage client accounts to achieve revenue growth and improve product penetration.
  • • Develop and maintain strong relationships with clients through regular communication and timely risk analysis.
  • • Organize client events and activities to enhance client engagement.
  • • Identify and acquire new clients through various channels.
Risk and Compliance:• Ensure strict adherence to Know Your Customer (KYC), Anti-Money Laundering (AML), and other regulatory requirements.• Deliver exceptional client experiences while meeting regulatory demands.• Evaluate risks and make informed business decisions that prioritize client satisfaction and protect Citi's reputation.Requirements
  • Education: Bachelor's degree or above in finance, business, or related field.
  • Experience: Proven experience in wealth management, sales, or customer-facing roles.
  • Skills:
  • • Excellent communication and interpersonal skills.
  • • Strong analytical and problem-solving abilities.
  • • Proficiency in Microsoft Office applications.
  • • Ability to work in a fast-paced environment and adapt to changing priorities.
Benefits

Citi offers a comprehensive benefits package that includes health insurance, retirement plans, and paid time off. We also provide opportunities for professional development and career advancement. If you are a motivated and results-driven individual who is passionate about delivering exceptional client experiences, we encourage you to apply for this exciting opportunity.

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