Associate Banker - China Team

Citi; Hong Kong; Presencial; HKD 60.000 - 85.000; Jornada completa

Descripción de la vacante

A leading global bank is looking for an Associate Banker Intermediate in Hong Kong. The role involves assisting in the creation and implementation of sales strategies focused on client acquisition and revenue growth. The ideal candidate will have 2-5 years of relevant experience and strong analytical skills, alongside a good understanding of investments and relationship management. This position provides ample opportunity for professional development within the Private Client Coverage team.

Formación

• 2-5 years relevant experience required.
• Knowledge of investments is essential; banking knowledge preferred.
• AMFI, NSFI certifications are preferred.

Responsabilidades

• Assist in creating sales strategies to grow revenue.
• Conduct client/prospect research and develop leads.
• Provide day-to-day support for documentation and client inquiries.
• Maintain client call records and assist in deepening client relationships.

Conocimientos

Relationship management

Analytical thinking

Attention to detail

Multi-tasking

Educación

Bachelor's/University degree

Descripción del empleo

The Associate Banker Intermediate is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices. Good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Requires attention to detail when making judgments and recommendations based on the analysis of factual information. Typically deals with variable issues with potentially broader business impact. Applies professional judgment when interpreting data and results. Breaks down information in a systematic and communicable manner. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Moderate but direct impact through close contact with the businesses\' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams.

Responsibilities

• Assist the Banker in the creation of sales and marketing strategies designed to generate revenue growth and to acquire new target clients, with a focus on Investments
• Assist the Banker with prospecting - conduct new client/prospect research, generate leads and develop prospects, network to identify referrals to new clients/prospects, and coordinate client events
• Assist the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients
• Client/prospect meetings - Organize the pre-call planning, organizing post-meeting notes, and maintain all client call records including call reports
• Assist the Banker in deepening the existing client relationship through deep-dive analysis
• Provide accurate and timely revenue tracking and deal pipeline reports and other relevant information to the Banker
• Provide day to day support to Banker on documentation such as account opening and closing, loan disbursals, etc.
• Provide complete service support to client, including solving complex client inquiries
• Ensure appropriate documentation related to KYC/ AML from the client and ensure all aspects of client records and documentation are completed and updated
• 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

• 2-5 years relevant experience
• Knowledge of investments is required; banking and credit products desirable
• Ability to manage relationships both internal and external; Ability to multi-task
• AMFI, NSFI certifications preferred

Education

• Bachelor\'s/University degree or equivalent experience

This position falls under the Mandatory Reference Checking (MRC) Scheme, a standardized 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

Private Client Coverage

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Time Type

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Other Relevant Skills

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

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