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花旗金融
Private Banker (China Offshore Team)
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Private Banker (China Offshore Team)

发布于 大约 1 小时前

普通员工/个人贡献者

Hong Kong, Central and Western District, Hong Kong SAR
专家级经验
全职员工
混合式弹性办公
本科
投资顾问
Risk Management
Uhnw
Wealth Management
Cross-Generational Relationship

AI 估算 · 100k–180k

香港高级私行客户经理，10年+经验，薪资水平高，但受市场行情和业绩影响。

职位详情

关于这个职位

This role is a senior Private Banker position based in Hong Kong, focusing on the China offshore market. You will manage ultra-high-net-worth clients, providing tailored investment and wealth management solutions, and driving revenue growth. It requires deep expertise in private banking, strong relationship selling skills, and 10+ years of experience.

最低要求

+ years of experience

Extensive and proven experience in Private Banking having covered the UHNW market
Extensive experience in working with and/or leading client teams and transactions
Demonstrated track record in relationship selling
Bachelor's/University degree

工作职责

Actively identify prospects and establish contact with them/convert prospects into clients.

Demonstrate an in-depth understanding of clients’ businesses and sources of wealth generation.
Anticipate events in a client’s life and business which have significant financial implications.
Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters.
Build relationships with client families that cross generations to establish long-term connections to the Citi Private Bank.
Effectively manage client expectations regarding what can and cannot be executed on their behalf.
Maintain full understanding of client goals and risk tolerance to ensure that financial strategies are appropriate.
Uncover needs that are not articulated or clearly expressed by the client.
Bring together the product experts to develop long-term solutions to strengthen relationships with the firm.
Help clients achieve broad financial/investment goals related to the creation and management of wealth.
Develop tailored solutions that address clients' investment, risk management, and financing/liquidity needs.
Set challenging goals, regularly monitoring progress and making adjustments to achieve objectives.
Plan and prioritize daily, weekly, and monthly activities to maximize revenue growth and client satisfaction.
Establish a referral network and gain introductions to potential clients which generate new sales.
Close the deal, making concessions that are appropriate and in line with the fundamental interests of the Citi Private Bank.
Help team members acquire the experience necessary to establish credibility with clients and intermediaries.
Demonstrate strong commitment to team success and place team goals above personal achievement.
Encourage team members to work together to deepen client relationships and exceed sales goals.
Align complementary experiences and skill sets of team members to maximize client effectiveness.
Build relationships/partner with support groups in Citi Private Bank to maintain control, find solutions and resolve issues.
Follow standard procedures and advocate appropriate exceptions to standard practices when the bigger picture needs to be considered, and seek or grant approvals as appropriate.
Ensure compliance on regulatory requirements and minimizes any potential liability for Citi.
Ensure strong controls and effective operational and administrative services.
Set an example of behaviour to all staff.
Partner with colleagues across the Citi network to leverage capabilities and share expertise.
Ensure clients are presented with seamless execution of internal processes and Citigroup services.
Prioritize issues that need to be escalated, getting the appropriate people involved to expedite resolution.
Understand and communicate the risk involved with various investment strategies.
Establish credibility and trust with all Citi Private Bank colleagues, maintaining the highest standards of personal and professional integrity.
Persevere in delivering what is promised, even when obstacles arise.
Flag and report illegal or improper transactions, complying with all regulatory policies and control procedures regarding client acceptability.
Understand the broad array of products and services under the Citi umbrella.
Apply an in-depth level of knowledge in key investment and financing products.
Develop expertise to identify business opportunities and address the unique needs of specific client segments.
Keep abreast of financial industry developments and current global market conditions.
Present and communicate complex financial concepts and investment strategies with the highest degree of professionalism.
Seek continuous improvement, learn from mistakes and adapt behaviour, based on feedback from clients and colleagues
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.

优先资格

Master's degree preferred

AI 洞察

优缺点分析

优点

  • Prestigious global bank (Citi) with a strong brand and extensive resources.
  • High earning potential through base salary and performance-related bonuses.
  • Opportunity to build a long-term career in wealth management, with access to an ultra-high-net-worth client base.
  • Hybrid work arrangement offers flexibility.
  • High pressure to meet sales targets and revenue goals.
  • Complex client needs and expectation management can be demanding.
  • Regulatory and compliance requirements add strictness to daily work.
  • This role is ideal for experienced relationship managers who thrive in a client-facing, sales-driven environment and seek a high-reward career in private banking.

缺点 / 挑战

暂无明显挑战项

角色解读

  • Progress to a senior relationship manager or wealth management director role, leading larger client portfolios.
  • Transition into a team leadership or management position within the private bank.
  • Expand expertise in specialized areas like family office services, cross-border wealth planning, or investment advisory.
  • Prospect and convert high-net-worth individuals into clients, expanding the bank's client base.
  • Provide trusted financial advice, understanding clients' businesses and life events to tailor investment and wealth strategies.
  • Collaborate with product experts and team members to deliver comprehensive solutions for investment, risk management, and financing.
  • Drive revenue growth by meeting sales goals and building long-term relationships across generations.
  • Deep expertise in private banking, wealth management, and investment products.
  • Strong relationship selling and negotiation skills, with a track record of closing deals.
  • Excellent communication and diplomacy to navigate internal and external stakeholders.
  • Ability to manage risk, ensure compliance, and work in a team-oriented environment.

申请策略

  • Tailor your CV to emphasize client acquisition and revenue growth, not just daily responsibilities.
  • Demonstrate cultural awareness for the China offshore team, including language skills (Mandarin) and understanding of Chinese UHNW clients.
  • Highlight your track record in managing UHNW client relationships and meeting sales targets.
  • Emphasize your experience with complex financial products, investment strategies, and cross-border wealth management.
  • Showcase your leadership in guiding team members or collaboration across multidisciplinary teams.
  • Include any relevant certifications (e.g., CFA) and your knowledge of the China offshore market.
  • Brush up on the latest investment trends, global market conditions, and regulatory changes affecting private banking.
  • Strengthen your networking skills and build a robust referral network.

面试指南

  • Use the STAR method: briefly describe the situation, your task, the action you took, and the measurable result.
  • Focus on client outcomes and business impact, emphasizing any revenue growth or relationship depth achieved.
  • Show your ability to collaborate and navigate internal networks to solve problems.
  • Tell us about your experience managing relationships with ultra-high-net-worth clients.
  • How do you identify and convert prospects into clients?
  • Describe a complex client need or transaction you successfully handled.
  • How do you work with product experts and other teams to deliver integrated solutions?
  • What is your approach to regulatory compliance and risk management in private banking?

职位点评

72
综合评分

A senior private banking role at Citi in Hong Kong with high earnings, mature platform, and hybrid work, but with high pressure and limited social impact.

从薪资福利、成长空间、工作节奏和岗位方向综合评估，方便横向比较。

更适合这类人
Best suited for candidates who are highly motivated by compensation and stability, and who excel in relationship-driven sales environments.
表现最好
薪资福利
相对薄弱
使命价值
薪资福利90
成长发展70
工作生活60
使命价值50

薪资福利

90较高

The role offers significant financial rewards and stability, typical of a senior private banking position in a global bank.

薪资信号未披露（AI估算：100K-180K/月）

成长发展

70中等

While the role provides continuous learning and exposure to complex financial strategies, career progression may depend on sales performance.

技术前沿非技术岗（不适用）
成长机会opportunity to grow your career、Seek continuous improvement
业务类型profit_center

工作生活

60中等

The hybrid work model offers some flexibility, but the client-facing nature and sales targets may require long hours and weekend commitments.

工作模式混合式弹性办公
办公地点海外（不适用）
加班情况未提及（无法判断）

使命价值

50较低

The role contributes to client wealth management but has limited direct social impact, focusing primarily on serving a wealthy clientele.

行业发展稳定成熟行业
社会影响中性/一般
创新程度稳健跟随主流

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