Associate Banker: Growth, Training & Work-Life Balance

Citi; Hong Kong; Presencial; HKD 420 000 - 720 000; Tempo integral

Resumo da oferta

Citi Private Bank in Hong Kong is seeking an Associate Banker to support high-net-worth clients with tailored investment solutions and relationship management. Based in Hong Kong, you will participate in client engagement, reporting, and servicing activities tailored to complex financial needs.

You will help execute sales strategies, prospect for new clients, and coordinate events while ensuring KYC/compliance standards are met, leveraging Mandarin and Cantonese to serve diverse clientele.

Qualificações

• Min. 2–5 years relevant experience in banking or investments.
• Knowledge of investments; banking/credit products desirable.
• Fluency in Mandarin and Cantonese required.

Responsabilidades

• Assist the Banker in developing sales and marketing strategies for revenue growth and to acquire new target clients, with a focus on Investments.
• Assist the Banker with prospecting - conduct new client research, generate leads and coordinate client events.
• Assist the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients.
• Client meetings - organize pre-call planning, post-meeting notes, and maintain client call records.
• Assist the Banker in deepening existing client relationships through deep-dive analysis.

Conhecimentos

Investments knowledge

Relationship management

Multi-tasking

Formação académica

Bachelor's degree

Descrição da oferta de emprego

Citi Private Bank in Hong Kong is seeking an Associate Banker to support high-net-worth clients with tailored investment solutions and relationship management. Based in Hong Kong, you will participate in client engagement, reporting, and servicing activities tailored to complex financial needs.

You will help execute sales strategies, prospect for new clients, and coordinate events while ensuring KYC/compliance standards are met, leveraging Mandarin and Cantonese to serve diverse clientele.