Elite Private Client Wealth Banking Associate – HK

Citi; New York (NY); In loco; USD 57.000 - 83.000; Tempo pieno

Descrizione del lavoro

Citi is seeking a Wealth Banker Associate for Citigold Private Client in Hong Kong. You will support wealth clients with investment solutions, deposits, and lending platforms, coordinating across functions to ensure seamless service delivery.

The role focuses on high-quality client service, operational integrity, and adherence to regulatory standards within a premier wealth-management environment.

Competenze

• High School diploma or equivalent.
• 2–4 years of relevant banking or client-facing operational experience.
• IIQE Papers 1 and 3 and HKSI Papers 1, 7, 8 certifications are required.
• Strong written and spoken communication across teams and clients.
• Proficient in Microsoft Office and digital tools.
• Knowledge of financial services industry practices and standards.

Mansioni

• Coordinate across multiple sales support functions to enable wealth banking partners to meet client requirements.
• Resolve sales-related issues with procedures and professional judgment.
• Monitor operational controls adhering to regulatory standards and maintain day-to-day process integrity.
• Administer access tools and sales platforms and manage overflow from digital self-service channels.
• Support client service processes to uphold quality at every client touchpoint.
• Maintain secure, accurate management of client files and records during hours of operation.
• Identify and propose process improvements to increase team productivity within parameters.
• Assess risk in day-to-day decisions and escalate control concerns with transparency.

Conoscenze

Clear communication

Formazione

High School diploma

IIQE Paper 1 & 3

HKSI Paper 1, 7, 8

Strumenti

Microsoft Office

Descrizione del lavoro

Citi is seeking a Wealth Banker Associate for Citigold Private Client in Hong Kong. You will support wealth clients with investment solutions, deposits, and lending platforms, coordinating across functions to ensure seamless service delivery.

The role focuses on high-quality client service, operational integrity, and adherence to regulatory standards within a premier wealth-management environment.