SVP, International Personal Banking Advisory Head

Citi; New York (NY); On-site; USD 102,000 - 153,000; Full time

Job summary

Citi is seeking a Senior leader for International Personal Banking Advisory Head. The role oversees a branch-like operation focused on cross-border high net worth clients, wealth advisory and settlement activities in a high-regulation environment.

The incumbent lead is responsible for team performance, client growth, and ensuring compliance across local and offshore policies. Strong cross-cultural leadership and risk awareness are essential.

Qualifications

• This role requires a bachelor’s degree and extensive leadership experience in banking or sales management.
• Experience in cross-border wealth advisory and regulatory compliance is preferred.
• Proven ability to drive sales, manage teams and develop business strategies.

Responsibilities

• Lead and direct a team of IPB professionals to grow sales and client base.
• Oversee cross-border wealth advisory, asset allocation and settlements.
• Ensure compliance with AML and KYC regulations and internal controls.
• Coordinate with regional partners and external organizations to execute business strategies.
• Provide coaching, budget planning, and performance feedback to staff.
• Maintain relationships with key clients and stakeholders and ensure timely updates.

Skills

Cross-cultural communication

Negotiation skills

Management skills

Analytical skills

Written and verbal communication

Education

Bachelor's Degree / University degree or equivalent in Business Management, Economics, Finance or similar

Job description

SVP, International Personal Banking Advisory Head

Job Req Id: 26995016

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

Job Type: On-Site/Resident

Posted: Sep. 15, 2026

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Job Overview

The International Personal Banking (IPB) Advisory Head is a senior management professional responsible for providing full leadership and direction to a team of employees, grow sales and client base in coordination with the consumer sales team. The overall objective of this role is to lead the full operation of the IPB branch, focusing on Cross-border High Net Worth clients. IPB branch manager will oversee frontline international wealth advisory, cross-border asset allocation, cross border payment & settlement. And drive comprehensive sales grow, build customer loyalty, and recommend the development of business strategies or initiatives and may include the management of activities by external organizations, One-City domestic and cross boarder partners, and the direct management of individuals and sales teams. While ensuring full compliance with local and overseas regulatory requirements.

Responsibilities:

• Conduct planning and budgeting activities for branch, manage and control human resources, technological and supply needs
• Provide individual feedback to staff and management; perform training and hold one-on-one coaching sessions.
• Perform offshore wealth services (OWS) training to new on-boarding bankers and any relevant ongoing policy enhancement training to the team.
• Coordinate team sessions with sales executives assigned to the branch, drive focus on client experience and team morale
• Coordinate product and service training, oversee implementation of process improvements/efficiencies
• Maintain relationship with key clients, business partners and stakeholders, ensure customers receive timely updates on cases, and may include cross-border client satisfaction and retention tasks.
• Prioritize and coordinate daily tasks to ensure operating efficiencies are achieved, including call and email queue and any other authorized communication channel monitoring.
• Coordinate with facilities to ensure adequacy of infrastructure and general upkeep of the branch
• Execute financial activities for branch including overdraft authorizations, new account openings, and negotiating interest rates
• Manage control and review of files, ensure compliance with Anti-money Laundering and Know Your Customer compliance policies.
• Require familiarity of offshore account opening requirement, cross-border fund transfer regulatory policies, with solid risk awareness and compliance judgement.
• Control and follow up on adherence to regional operations procedures; ensure correct execution of the commercial strategy, manage cross-boarder activities strictly follow the updated offshore wealth services (OWS) rules.
• 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 well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.
• Possess strong cross-cultural communication, negotiation skills, with excellent inclusive management capabilities to maintain harmonious and compatible operation amid cultural diversity.

Qualifications:

• Bachelor's Degree/University degree or equivalent experience in Business Management, Economics, Finance or similar field
• 10 years+ of relevant experience required
• Previous experience in management of banking, sales or client service preferred
• Previous experience in product management, procedures and regulations preferred
• Proven management skills
• Consistently demonstrates clear and concise written and verbal communication skills
• Consistently demonstrates analytic skills
• 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 job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

This position falls under the Mandatory Reference Checking (MRC) Scheme, a standardised reference-checking arrangement that is designed to support the integrity of authorized 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 public website (opens in new window) of HKAB

Job Family Group:

Consumer Sales

Job Family:

Branch Sales

Time Type:

Full time

Most Relevant Skills

Please see the requirements listed above.

Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

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