CITI HONG KONG 香港招聘
Private Banker - China Team
We’re currently looking for high caliber professionals to join our Citi Private Bank team based in Hong Kong. Being part of our team means that we’ll provide you with the resources to meet your unique needs, empower you to make healthy decision and manage your financial well-being to help plan for your future. For instance:
Citi provides programs and services for your physical and mental well-being including access to telehealth options, health advocates, confidential counseling and more. Coverage varies by country
We empower our employees to manage their financial well-being and help them plan for the future
We provide access to an array of learning and development resources to help broaden and deepen your skills and knowledge as your career progresses
In this role, you’re expected to:
Actively identify prospects and establish contact with them/convert prospects into clients
Demonstrate an in-depth understanding of clients’ businesses and sources of wealth generation.
Anticipate events in a client’s life and business which have significant financial implications
Build relationships with client families that cross generations to establish long-term connections to the Citi Private Bank
Maintain full understanding of client goals and risk tolerance to ensure that financial strategies are appropriate
Uncover needs that are not articulated or clearly expressed by the client
Bring together the product experts to develop long-term solutions to strengthen relationships with the firm
Help clients achieve broad financial/investment goals related to the creation and management of wealth
Establish a referral network and gain introductions to potential clients which generate new sales
Close the deal, making concessions that are appropriate and in line with the fundamental interests of the Citi Private Bank
Establish credibility and trust with all Citi Private Bank colleagues, maintaining the highest standards of personal and professional integrity
Flag and report illegal or improper transactions, complying with all regulatory policies and control procedures regarding client acceptability
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
As a successful candidate, you’d ideally have the following skills and exposure:
University degree holder with extensive and proven experience in Private Banking having covered the ultra high net worth market
Extensive experience in working with and/or leading client teams and transactions
Demonstrated track record in relationship selling
Be a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business
Strong commercial awareness
Developed communication and diplomacy skills to guide, influence and convince others, in particular colleagues in other areas and external customers
Rates Sales Business Execution (Business Manager)
Responsibilities:
Interface with centralized staffing office on contractor hiring requirements and partner with business managers to forecast monthly headcount
Consolidate bi-weekly Resource Justification submission requests for ‘time and materials’ and ‘fixed price’ resources globally
Interface with global Relationship Managers to ensure suppliers are consistent with resource and location strategy
Submit approval/disapproval of funds requests for budget reports and analyze monthly department reports to maintain expenditure controls
Examine budget estimates for completeness, accuracy, and conformance with procedures and regulations
Complete compliance related activities and reporting
Assist with real estate analytics and reporting
Provide advice and technical assistance with cost analysis, fiscal allocation, and budget preparation
Review data for accuracy and create required reporting to manage the data
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Qualifications:
5-8 years of relevant experience
Advanced Excel expertise including demonstrated capabilities with pivot tables, VLOOKUP’s, and formulas
Experience with databases and information management
Consistently demonstrates clear and concise written and verbal communication skills
Education:
Bachelor’s Degree/University degree or equivalent experience
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
Citi is an equal opportunity and affirmative action employer.
Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.