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HK - GCB - Head of Wealth Management

Full-time
Lead (more than 10 years)

Posted 

Technical Skills

  • Bonds
  • Cash Management
  • Investment Advisory
  • Marketing
  • Mutual Funds
  • Product Development
  • Sales
  • Structured Products
  • Treasury
  • Wealth Management

Job Description

HK - GCB - Head of Wealth Management

Location: APAC-Hong Kong SAR of PRC

  • Head up the Wealth Management department for the consumer banking group in Hong Kong.  A member of the Management Committee in Citibank Retail business
  • Craft forward-looking strategies and plans to grow the Wealth Management business and to bring insights and innovative ideas that drive value for clients in the Wealth Management space across the Citigold Private Clients, Citigold, CitiPriority and Citibanking segments
  • Transform the WM, Cash Management and Trading businesses to digitalization
  • Responsible for the development of the full spectrum of Investment, Treasury, Liabilities & Portfolio Finance products and the formulation of sales and marketing strategies, as well as the enhancement of research-based investment advisory for the delivery of a comprehensive suite of wealth management solutions for retail clients in Hong Kong
  • Drive top notch WM advisory services to address CPC and Citigold wealth management needs
  • Formulate and institutionalize portfolio and sales actions, lead to drive sales, revenue and profitability
  • Build and maintain superior relationships with business partners to capitalize resources to grow the Wealth Management business

Qualifications

  • University Graduate in Business Management / Finance Discipline
  • 10-15 years’ experience on Wealth Management /investment business, preferably ten years or above on senior product development/ management level
  • Wealth experience and knowledge on board array of Wealth Management, including mutual funds, brokerage, bonds, structured products, treasury products, cash management and payment solution
  • HKSI LE Papers 1, 7 & 8 or equivalent is preferred
Employment TypeFull-time
Career LevelLead (more than 10 years)
Education LevelBachelor
QualificationHKSI - Any Paper
LanguageEnglish
CitibankFinancial Services, Retail and Commercial Banking

50/F, Champion Tower 3 Garden Road Central, Hong Kong

directions_walk12 mins walk from Admiralty Station