Banking Executive

Citi; New York (NY); On-site; USD 75,000 - 95,000; Full time

Job summary

Citi is seeking a Banking Executive based in New York to connect with clients globally. You will build relationships, meet client needs, and achieve sales targets while ensuring compliance and a top-notch customer experience.

Ideal candidates should have a Bachelor’s degree, sales acumen and relevant financial services experience. This is a great opportunity to work in a dynamic environment with an emphasis on client satisfaction and compliance.

Qualifications

• Bachelor’s degree or equivalent experience.
• Previous relevant experience in financial sales preferred.
• Demonstrated influencing and relationship management skills.

Responsibilities

• Proactively approach Citi clients to establish real needs.
• Provide advice and product information to clients.
• Build and maintain new and existing customer relationships.

Skills

Sales skills

Customer service experience

Written and verbal communication

Problem-solving skills

Negotiation skills

Influencing skills

Education

Bachelor’s degree or equivalent experience

Tools

Computer skills

Job description

Banking Executive

Location: Kowloon, Kowloon City, Hong Kong SAR

Job Type: On‑Site/Resident

Job Overview

At Citi, we get to connect millions of people across hundreds of cities and countries every day. 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.

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 authorised 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.

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, colour, 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.

View Citi’s EEO Policy Statement and the Know Your Rights poster.