Chinese Wealth Management Relationship Manager 環人財客戶關係經

Chinese Wealth Management Relationship Manager 環人財客戶關係經

Citi
2-5 years
Not Specified

Job Description


Job Description :

The CPC Relationship Banker is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices. Good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Requires attention to detail when making judgments and recommendations based on the analysis of factual information. Typically deals with variable issues with potentially broader business impact. Applies professional judgment when interpreting data and results. Breaks down information in a systematic and communicable manner. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Moderate but direct impact through close contact with the businesses core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams.

Responsibilities:
  • Client Account Management
  • Review CPC customer needs and asset allocation, pro-actively engage with the customer to validate the understanding of the needs.
  • Advise CPC 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 CPC 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 CPC customer events to enhance customer bonding.
  • Acquire new CPC customers through converting referral leads.
  • Compliance, Risk & Controls
  • Ensure that KYC/AML and other compliance norms are strictly adhered to.
  • 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.

Qualifications:
  • 2-5 years relevant experience

Education:
  • Bachelor's/University degree or equivalent experience

Citi has entered into an agreement with DBS to acquire its consumer bank in Taiwan which includes credit cards, loans, retail banking, and wealth management. The sale is expected to complete in July 2023 . As this is a role to work in Citi's consumer bank, the successful candidate will initially be employed by Citi, but on sale completion, their employment will transfer to DBS that will employ Citi's consumer bank employees, prior to their transfer to DBS.
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Job Family Group: Private Client Coverage
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Job Family:Relationship Banker
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Time Type:Full time
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Citi is an equal opportunity and affirmative action employer.
Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Citigroup Inc. and its subsidiaries (Citi) invite all qualified interested applicants to apply for career opportunities. 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 .
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Job Details

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Function:

IT

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About Citi

Citigroup Inc. or Citi is an American multinational investment bank and financial services corporation headquartered in New York City. The company was formed by the merger of banking giant Citicorp and financial conglomerate Travelers Group in 1998; Travelers was subsequently spun off from the company in 2002.

Job Source : jobs.citi.com

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