Citi HK - GCB - Citigold Relationship Manager in Hong Kong

  • Primary Location: Hong Kong SAR of PRC,Hong Kong,Hong Kong

  • Education: Bachelor's Degree

  • Job Function: Sales

  • Schedule: Full-time

  • Shift: Day Job

  • Employee Status: Regular

  • Travel Time: No

  • Job ID: 15087604

Description

  • Build and deepen relationship with affluent segment customers through delivering superior customer experience when handling product enquiries, financial transactions and operations

  • Introduce a wide range of banking and investment products to help the customers in building an effective portfolio that meets their financial needs

  • With the support of investment experts, offer proactive and personalized financial services to the affluent segment customers

  • Perform regular customer contact and portfolio review

  • Achieve individual’s and team’s sales targets

  • Comply with established policies and procedures to safeguard both bank’s and customers’ assets

Qualifications

  • At least 2 years’ relationship management experience in retail banking field

  • University degree preferred

  • Passed HKSI LE paper 1, 7 & 8 and IIQE paper 1, 3 & 5 or equivalent

  • Sound knowledge of banking and investment products, financial market and economic trends

  • Excellent communication, relationship building and proactive selling skills

  • Good command of English, Cantonese and Mandarin