FI Sales, Services, Director - Hong Kong

Citibank (Hong Kong) Limited; Hong Kong; On-site; HKD 900,000 - 1,800,000; Full time

Job summary

Citibank (Hong Kong) Limited is seeking a senior Salesperson to manage a defined set of custody and funds prospective clients, influencers in asset managers, asset owners and bank segments. The role focuses on engaging prospects and converting them to clients, leveraging a strong business acumen and consulting framework.

You will refine and implement sales/marketing strategies, build relationships across internal teams, lead RFPs and client events, and ensure excellent service while driving

Qualifications

• 15+ years of sales experience in financial services
• Experience in a client-facing role with buy-side clients
• Strong interpersonal and problem-solving skills
• Excellent written and verbal communication

Responsibilities

• Develop and implement sales/marketing strategy to grow Citi's client footprint
• Engage prospects and convert them to clients across asset managers and banks
• Coordinate with internal teams to deliver client solutions and cross-sell Citi products
• Lead RFPs, SLAs, and marketing support to drive sales
• Maintain strong governance and risk controls in client engagements
• Conduct regular client meetings and market updates

Skills

Sales experience

Client-facing

Interpersonal skills

Communication skills

Relationship building

Education

Bachelor's degree

Master's degree

Job description

The Salesperson is a senior-level position responsible for managing a defined set of custody and funds prospective clients and influencers in the asset managers, asset owners and bank segments. The role is responsible for engaging prospects and ultimately converting them to clients. The ideal candidate will be an experienced financial service executive with a proven track record. This role demands a strong business acumen, consulting framework, sales skills expertise and knowledge of operations and technology.

Responsibilities:

Refine and implement sales/marketing strategy to improve Citi's client footprint and maximize associated revenue while working with management/colleagues to establish a clear marketing plan with defined priorities, market penetration and revenue goals

Leverage contact network to understand client needs, introduce the Citi offering, and convince clients to adopt it to increase client satisfaction/Citi revenue

Advise team in strategic positioning and closing transactions with various internal stakeholders (structuring, trading, legal, credit and risk etc.)

Forge a relationship with salespeople in order to leverage Citi's franchise and source relevant buying and selling opportunities for clients

Deliver client satisfaction and enhanced financial results through the management of service/operational issues impacting the target clients

Coordinate internal resources to ensure that client satisfaction is high

Identify clients' business needs and work with internal partners to deliver solutions, adding value and cross-selling Citi products

Perform regular service reviews and develop actions plans to address issues/deliver solutions as well as perform regular face-to-face client meetings

Service key clients and provide a high quality value added service experience across all the client organization. Lead RFP and SLA preparation/negotiation and other marketing support to drive sales

Target key prospects to develop strong pipeline and sources new mandates for Securities Services. Position Citi to win Securities Services mandates by being fully conversant with relevant product characteristics. Arrange client events, join roadshows, and provide regular market updates to clients.

Provide solution for all escalated service related issues and co-ordinate resolution within Citi

Conduct regular service reviews and develop action plans to confirm commitment and optimize service levels

Maintain strong product knowledge and provide expertise on global custody services

Perform industry and competitor analysis to explore opportunity for new products

Provide guideline/training/assistance to junior team member if needed

Lead strong governance and controls

Work in close partnership with control functions such as Legal, Compliance, Market and Credit Risk, Audit, Finance in order to ensure appropriate governance and control infrastructure

Build a culture of responsible finance, good governance and supervision, expense discipline and ethics

Appropriately assess risk/reward of transactions when making business decisions; demonstrating proper consideration for the firm's reputation

Be familiar with and adhere to Citi's Code of Conduct and the Plan of Supervision for Global Markets and Securities Services

Adhere to all policies and procedures as defined by your role which will be communicated to you

Obtain and maintain all registrations/licenses which are required for your role, within the appropriate timeframe

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:

15+ years of sales experience at a financial services organization

Experience in a client-facing role working with the buy-side community

Proven interpersonal and problem-solving skills

Consistently demonstrate clear and concise written and verbal communication

Broad client relationships preferred

Education:

Bachelor's degree/University degree or equivalent experience

Master's degree preferred