Wealth Banking Executive | Client Growth & Advisory

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

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.