Banking Executive

Citibank (Hong Kong) Limited; Hong Kong; On-site; HKD 300,000 - 480,000; Full time

Job summary

Citibank (Hong Kong) Limited in Hong Kong seeks a Banking Executive to join Citi Global Wealth. You will proactively engage Citi clients, understand their needs, and offer financial solutions across our broad product range.

The role emphasizes building lasting relationships, achieving sales targets, and ensuring regulatory compliance. Candidates with HKSI/IIQE qualifications and strong communication will excel.

Qualifications

• Bachelor’s degree or equivalent experience.
• Mandatory financial qualifications HKSI 1,7,8 and IIQE 1,3.

Responsibilities

• Proactively engage Citi clients to understand needs and promote Citi products.
• Provide advice and product information highlighting features and benefits.
• Build and maintain new and existing client relationships.
• Cross-sell a wide range of products while customizing offers.
• Aim to meet or exceed sales targets.
• Ensure risk and regulatory compliance in all decisions.

Skills

Sales skills

Customer service

Communication

Negotiation

Relationship management

HKSI IIQE certs

Education

Bachelor’s degree/University 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 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. The strategies we create help our clients maintain liquidity while maximizing yields, transact in foreign currency and across borders, and manage fluctuating expenses or cash flow. We are uniquely suited to helping our clients meet their banking needs across regions through our global network.

We're currently looking for a high caliber professional to join our team as Banking Executive 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.
• Citi provides 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:

• Proactively approach Citi clients to establish real needs, understand the client and their requirements, and interest them in Citi's products
• Provide advice and product information to Citi clients as appropriate, outlining features and benefits
• Build and maintain new and existing customer relationships
• Perform the necessary processes, procedures and verbal dialogues to effectively customize offers and cross sell an expansive set of products and services to new and existing customers
• Achieve or exceed decided sales targets
• 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.
• 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:

• Bachelor's degree/University degree or equivalent experience
• Previous relevant experience in financial sales and customer service preferred
• Consistently demonstrates clear and concise written and verbal communication
• Proficient computer and technology skills
• Demonstrated sales skills
• Effective problem-solving and negotiation skills
• Demonstrated Influencing and relationship management skills
• Mandatory certifications as required for selling financial products, i.e. HKSI 1,7,8 & IIQE 1, 3

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

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.

Job Family Group: Consumer Sales

Job Family: Field Sales

Time Type: Full time

Most Relevant Skills: Please see the requirements listed above.

Other Relevant Skills: For complementary skills, please see above and/or contact the recruiter.

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

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