Citibank

HK - GCB - Citigold Relationship Manager

Citibank
Full Time
Junior (less than 3 years)
Bachelor
English, Cantonese, Mandarin (Putonghua)

Job Description

HK - GCB - Citigold Relationship Manager

Location: APAC-HKG-Hong Kong-Hong Kong

  • 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, 2, 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

Professional Qualifications

  • HKSI - Any Paper

Technical Skills

  • Customer Service
  • Sales