Citigold Banker

Citi; New York (NY); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Health and wellness programs

Learning and development resources

Job summary

Citi is seeking a Citigold Relationship Manager in New York, responsible for enhancing client relationships and ensuring compliance with regulations.

The ideal candidate will have a Bachelor's degree, relevant experience, and appropriate financial certifications. This role emphasizes managing customer needs and promoting financial products while maintaining compliance with KYC/AML regulations.

Join us for a rewarding career with comprehensive training and development resources.

Qualifications

• 2-5 years relevant experience in banking or customer relations.
• Mandatory certifications like HKSI Paper 1, 7 & 8, IIQE 1, 2, 3 & 5.
• Professional qualifications such as ECF or Certified Banker preferred.

Responsibilities

• Manage Citigold customer relationships and needs.
• Advise on financial products and services.
• Ensure compliance with regulations and risk management.

Skills

Relationship management

Multi-tasking

Financial product certification

Customer engagement

Education

Bachelor's/University degree

Job description

Citigold Banker

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Job Req Id: 26932909

Location(s): Kowloon, Kowloon City, Hong Kong SAR

Job Type: On-Site/Resident

Posted: Mar. 16, 2026

We’re currently looking for a high caliber professional to join our team as Citigold Relationship Manager, Onshore (Internal Job Title: Citigold Relationship Banker - C10 to C12) 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:

Client Account Management

• Review Citigold customer needs and asset allocation, pro‑actively engage with the customer to validate the understanding of the needs.
• Advise Citigold customers to enrich the relationships by mobilizing additional funds and sell other fee‑based products/services based on the current and future customer needs.
• Review product penetration for the assigned client base, identify potential Citigold customers who can be sold tailored products to enhance product penetration.
• Ensure coverage of all relationships through customer engagements, risk profiling and financial planning.
• Organize Citigold customer events to enhance customer bonding.
• Acquire new Citigold customers through converting referral leads.

Compliance, Risk & Controls

• Ensure that KYC/AML and other compliance norms are strictly adhered to.
• 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/University degree or equivalent experience
• 2‑5 years relevant experience
• Ability to manage relationships both internal and external; Ability to multi‑task
• Mandatory certifications as required for selling financial products, i.e. HKSI Paper 1, 7 & 8 and IIQE 1, 2, 3 & 5
• Professional qualifications such as Enhanced Competency Framework (ECF) [ and/or Certified Banker (CB)] (include as appropriate) under Hong Kong Institute of Bankers (HKIB) would be an advantage

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.

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