Citigold Private Client (CPC) Banker

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.

The CPC Banker is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual.

Responsibilities:

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  Client Account Management
  
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  Review CPC customer needs and asset allocation, pro-actively engage with the customer to validate the understanding of the needs.
  
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  Advise CPC customers to enrich the relationships by mobilizing additional funds and sell other fee based products/services based on the current and future customer needs.
  
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  Review product penetration for the assigned client base, identify potential CPC customers who can be sold tailored products to enhance product penetration
  
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  Ensure coverage of all relationships through customer engagements, risk profiling and
  
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  financial planning.
  
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  Organize CPC customer events to enhance customer bonding.
  
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  Acquire new CPC customers through converting referral leads.
  
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  Compliance, Risk & Controls
  
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  Ensure that KYC/AML and other compliance norms are strictly adhered to.
  
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  Fulfilling the clients' necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics.
  
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  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:

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  Over 8 years of relationship manager experience
  
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  Obtain HKSI 1,7,8 and IIQE 1,2,3,5
  
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  Professional qualifications such as Enhanced Competency Framework (ECF) [ and/or Certified Banker (CB)] (include as appropriate) under Hong Kong Institute of Bankers (HKIB) would be an advantage
  

Education:

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  Bachelor's/University degree or equivalent experience
  

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

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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