Associate Banker - Hong Kong Team

Citi; Hong Kong; On-site; HKD 420,000 - 640,000; Full time

Job summary

Citi Private Bank is seeking an Associate Banker in Hong Kong to support client acquisition and relationship growth. The role involves coordinating sales efforts, researching prospects, and converting them into Citi Private Bank clients.

The candidate should have 2-5 years of relevant experience, knowledge of investments, and fluency in Cantonese and English. Strong relationship management and compliance awareness are essential.

Qualifications

• 2-5 years of relevant experience.
• Knowledge of investments; banking and credit products desirable.
• Ability to manage relationships with internal and external parties.
• Fluency in Cantonese and English required.

Responsibilities

• Assist the Banker in sales/marketing strategies to grow revenue and recruit clients.
• Prospect and research new clients, generate leads, and coordinate events.
• Profile, qualify, and convert prospects to Citi Private Bank clients.
• Prepare pre-call plans, post-meeting notes, and maintain call records.
• Support deep-dive analysis to deepen client relationships.
• Provide revenue tracking and deal-pipeline reports.
• Assist with documentation such as account openings and loan disbursals.
• Deliver complete client service, resolving complex inquiries.
• Ensure KYC/AML documentation is complete and up-to-date.
• Assess risk with focus on reputation and compliance; escalate issues.

Skills

Investment knowledge

Bilingual Cantonese & English

Relationship management

Multi-tasking

Education

Bachelor's degree

Job description

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 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.

We’re currently looking for a high caliber professional to join our team as a Associate Banker, 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.
• Citi provides access to an array of learning and development resources to help broaden and deepen your skills and knowledge as your career progresses.
• We have a variety of programs that help employees balance their work and life, including generous paid time off packages.

In this role, you’re expected to:

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
• Fluency in both Cantonese & English is required

Education:

• Bachelor's/Universitydegree or equivalent experience

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.

More Job Information

Job Function

• 銀行 · 金融服務 - 一般 · 其他

Employment Term

• 全職

Education

• 學士