Citibank

HK - GCB - CPC Banker

Citibank
Full Time
Intermediate (3-6 years)
Bachelor
English, Cantonese, Mandarin (Putonghua)

Job Description

HK - GCB - CPC Banker

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

Qualification

  • At least 5 years of relationship management experience in retail banking field
  • University degree preferred
  • Passed HKSI LE paper 1, 7 and 8 and IIQE paper 1, 2, 3 and 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

  • IIQE 1 - Principles and Practice of Insurance Examination
  • IIQE 2 - General Insurance Examination
  • IIQE 3 - Long Term Insurance Examination
  • IIQE 5 - Travel Insurance Agents Examination

Technical Skills

  • Customer Service
  • Relationship Management
  • Sales