Job Information
Citigroup Private Banker - China Team in Hong Kong, Hong Kong
At Citi , we get to connect millions of people across hundreds of cities and countries every day. And we've been doing it for more than 200 years. We do this through our unparalleled global network. We provide a broad range of financial services and products to our clients – whether they be consumers, corporations, governments or institutions – to help them meet their biggest opportunities and face the world's toughest challenges.
Shape your Career with Citi
Citi Global Wealth (CGW) brings together the full power of Citi to serve the entire continuum of wealth clients, from affluent to ultra-high net worth to family offices. Our Citi Private Bank (CPB) is dedicated to serving the world’s wealthiest individuals and their families. From 52 locations across 20 countries, we offer our services to more than 14,000 ultra-high net worth clients from nearly 100 nations. Our clients include entrepreneurs, business leaders, executives, their heirs and families, whom we offer customized services to help protect and responsibly grow their wealth. Our unique approach focuses on fewer, larger and more sophisticated clients with an average net worth above $100 million.
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
Working at Citi is far more than just a job. A career with us means joining a family of more than 230,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.
Take the next step in your career, apply for this role at Citi today.
https://jobs.citi.com/dei
Job Family Group:
Private Client Coverage
Job Family:
Private Banker
Time Type:
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.
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Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
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