Wealth Services Associate — Global Client Impact

Citi; Hong Kong; On-site; HKD 223,200 - 334,800; Full time

Benefits offered by this job

Access to telehealth and health advocates

Learning and development resources

Job summary

A leading global financial services firm is looking for a Citigold Associate in Hong Kong to assist in support functions, resolve sales issues, and enhance productivity. Ideal candidates will have a High School diploma and 2-4 years of relevant experience, along with necessary certifications. Strong communication skills and proficiency in Microsoft Office are essential, as you will aid in customer service quality and compliance with regulations. Join us to empower clients in managing their financial well-being.

Qualifications

• 2-4 years of relevant experience.
• Mandatory certifications as required, i.e. IIQE 1 & 3.
• Experience in operational processes and branch service preferred.

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.

Skills

Proficient computer skills with MS Office applications

Clear and concise written and verbal communication

Knowledge of industry practices and standards

Education

High School diploma or equivalent

Job description

A leading global financial services firm is looking for a Citigold Associate in Hong Kong to assist in support functions, resolve sales issues, and enhance productivity. Ideal candidates will have a High School diploma and 2-4 years of relevant experience, along with necessary certifications. Strong communication skills and proficiency in Microsoft Office are essential, as you will aid in customer service quality and compliance with regulations. Join us to empower clients in managing their financial well-being.