Citigold Associate

Citibank (Hong Kong) Limited; Hong Kong; On-site; HKD 279,000 - 558,000; Full time

Job summary

Citibank (Hong Kong) Limited, within Citi Global Wealth, is seeking a Citigold Associate in Hong Kong to support consumer sales and assist in sales operations. The role focuses on processing sales requests, ensuring regulatory compliance, and delivering customer service with accuracy.

The ideal candidate holds a high school diploma (or equivalent), 2–4 years of relevant experience, and has required certifications (IIQE 1 & 3; HKSI 1,7,8); strong MS Office skills and clear communication are

Qualifications

• Must have 2-4 years of relevant experience.
• Mandatory certifications (IIQE 1 & 3; HKSI 1,7,8) are required.
• Experience in operational processes and branch service preferred.
• Proficient in Microsoft Office applications.
• Strong written and verbal communication skills.

Responsibilities

• Assist multiple production support functions to aid partners in fulfilling sales requirements.
• Resolve basic to moderately complex sales issues based on practice and precedence.
• Monitor controls based on regulatory and reporting requirements.
• Delivery and administration of access media and sales tools and assist in the overflow of digital self-service media.
• Aid in the customer service process to ensure the quality of customer service.
• Manage the safekeeping and control of files during operation hours.
• Recommend new options to enhance productivity in accordance with established guidelines.
• Adhere to risk management and regulatory requirements, escalating when needed.

Skills

Microsoft Office

Communication skills

Industry knowledge

Education

High School diploma or equivalent

IIQE 1 & 3

HKSI 1,7,8

Job description

Shape your Career with Citi

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.

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 Citigold Associate (Internal Job Title: Consumer Sales Support Analyst - C09) 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:

• Assist multiple production support functions to aid partners in fulfilling sales requirements
• Resolve basic to moderately complex sales issues based on practice and precedence
• Monitor controls based on regulatory and reporting requirements
• Delivery and administration of access media and sales tools and assist in the overflow of digital self-service media
• Aid in the customer service process to ensure the quality of customer service
• Manage the safekeeping and control of files during operation hours
• Recommend new options to enhance productivity in accordance with established guidelines
• 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:

• High School diploma or equivalent
• 2-4 years of relevant experience
• Mandatory certifications as required, i.e. IIQE 1 & 3 and HKSI 1, 7, & 8
• Experience in operational processes and branch service preferred
• Proficient computer skills with a focus on Microsoft Office applications
• Working knowledge of related industry practices and standards
• Consistently demonstrates clear and concise written and verbal communication

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.

http://jobs.citi.com/dei

Job Family Group

Consumer Sales

Job Family

Consumer Sales Support

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.

If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.

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