Job Description

花旗财富 (Citi Wealth) 汇集了花旗的全部力量，致力于为全球高净值投资者包括個人及其家庭增值环球财富。花旗集团有200多年的历史让我们积累资深经验，为全球个人银行客户提供环球财富管理服务，满足客户多元化资产配置的需求。

我们目前正在寻找富有银行服务经验的高素质专业人士，加入我们国际个人银行业务团队，担任香港Citigold国际个人银行业务客户经理。在花旗，您将得到花旗提供的一整套学习和发展的平台和资源，助力您拓宽和深化职业技能知识，以得到更好的职业生涯发展。

在此职位中，您需要重点做好以下工作：

客户账户管理

• 协助客户检视Citigold 国际个人银行客户需求，主动与客户互动以了解客户需求

• 建议 Citigold 国际个人银行客户通过多元化产品配置满足其多方位投资和财富管理需求。

• 完成账户管理的业绩指标，维持和提高产品渗透率。

• 通过及时的客户互动，风险分析和财富规划维护客户关系。

• 组织 Citigold 客户活动以增强客户联系。

• 通过多种方式获取新的 Citigold 国际个人银行客户

合规、风险控制

• 确保严格遵守 KYC/AML 和其他合规规范

• 满足客户的需求，同时提供卓越的客户体验

• 在做出业务决策时适当评估风险，特别考虑公司的声誉，并透过推动遵守适用的法律、规则和法规，遵守政策，对个人行为、行为和行为进行合理的道德判断，保护花旗集团及其客户资产安全。

候选人需具备以下技能和经验：

• 本科及以上学历，金融、商科或相关学科

• 相关财富管理经验

• 具有前线客户服务经验，善于建立客户关系

• 具有优秀销售及客户服务技巧，善于沟通及人际交流

• 普通话及英语流利， 能够用广东话进行基本沟通

• 销售金融产品所需的认证，即证券期货中介机构执业资格第1,7,8類 以及 保險中介人資格考試卷1, 2, 3 & 5 认证

Take the next step in your career, apply for this role at Citi today

https://jobs.citi.com/de

This position falls under the Mandatory Reference Checking (MRC) Scheme, a standardised reference-checking arrangement that is designed to support the integrity of authorized institutions regulated by the Hong Kong Monetary Authority. The MRC Scheme requires an in-scope institution intending to hire an individual for certain relevant positions to conduct a mandatory reference check on that individual, by requesting information about them from each relevant former and current employer. By applying for this role, you acknowledge that your reference may be shared with other participating banks in accordance with the scheme’s principles.  For further details, please refer to the public website of HKAB

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Job Family Group:

Private Client Coverage

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Job Family:

Relationship Banker

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Time Type:

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

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.

View Citi’s EEO Policy Statement and the Know Your Rights poster.