花旗金融
Senior Private Banker (Hong Kong Team) - SVP / Director
Senior Private Banker (Hong Kong Team) - SVP / Director
发布于 大约 2 个月前高层管理(VP/总经理/CEO)
Hong Kong, Central and Western District, Hong Kong SAR
专家级经验
全职员工
仅现场办公
本科
销售与零售
Client Relationship Management
Investment
Risk Management
Sales
Team Leadership
Uhnw
Wealth Management
Financing
AI 估算 · 120k–200k
资深私人银行家，15年以上经验，服务超高净值客户，香港市场薪资水平较高，基于市场行情估算。
职位详情
关于这个职位
该职位是花旗私人银行香港团队的高级私人银行家（SVP/总监级），专注于服务超高净值客户及其家族
主要职责包括开拓新客户、建立长期信任关系、提供定制化的财富管理、投资和融资解决方案
需要深厚的私人银行经验、强大的客户网络和团队领导能力
最低要求
Bachelor's/University degree
+ years of experience
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.
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.
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.
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
Professional qualifications such as Enhanced Competency Framework (ECF) and/or Certified Banker (CB) under Hong Kong Institute of Bankers (HKIB) would be an advantage
AI 洞察
优缺点分析
优点
- 花旗全球品牌和资源支持，接触顶级客户群体，高薪酬潜力
- 高压销售目标，需要持续开拓新客户，合规要求严格
- 适合拥有丰富私人银行客户资源、具备强大销售和关系管理能力、追求高收入的资深人士
缺点 / 挑战
暂无明显挑战项
角色解读
- 可向私人银行部门主管或全球客户覆盖负责人发展，或成为财富管理领域的专家顾问
- 主动发掘并转化超高净值客户（UHNW），建立长期信任关系
- 深厚的私人银行经验、客户网络、投资和融资产品知识、团队领导能力
申请策略
- 强调对花旗私人银行文化的认同，展示长期服务客户的承诺和合规意识
- 突出UHNW客户案例、销售业绩、团队管理经验、专业资质（如ECF/CB）
- 加深对跨境财富规划和信托结构的理解，提升数字化财富管理工具的应用能力
面试指南
- STAR方法（情境、任务、行动、结果）展示具体案例
- 强调客户导向、合规意识和团队协作
- 请描述你如何开发一个重要的UHNW客户及其家族
- 你如何管理客户的风险偏好与投资策略之间的分歧？
- 你如何处理合规与客户利益之间的冲突？
- 请举例说明你如何带领团队完成销售目标
- 你对当前全球经济形势下私人银行面临的挑战有何看法？
- 复习花旗私人银行的产品和服务（如投资、信托、跨境服务）
职位点评
64
综合评分
高薪高压的资产端销售岗，需丰富经验和资源，WLB较差。
更适合这类人
最适合追求高薪和职业声望，能够承受高强度工作节奏的资深私人银行家。
表现最好
薪资福利
相对薄弱
工作生活
薪资福利85
成长发展70
工作生活40
使命价值60
薪资福利
85较高
该职位薪资水平高，福利完善（如健康计划、学习资源），但未明确具体数字，且绩效导向明显。
薪资信号未披露（AI估算：120K-200K/月）
福利待遇telehealth options、health advocates、confidential counseling、learning and development resources、generous paid time off packages
成长发展
70中等
提供学习发展资源，但成长路径依赖个人业绩，晋升竞争激烈。
技术前沿传统/成熟技术
成长机会learning and development resources
业务类型profit_center
工作生活
40较低
工作地点在香港中环，要求现场办公，高强度销售目标，WLB可能较差。
工作模式仅现场办公
办公地点市区核心地段
加班情况未提及（无法判断）
使命价值
60中等
帮助超高净值客户管理财富具有一定社会影响，但主要驱动是商业利益。
行业发展稳定成熟行业
社会影响中性/一般
使命信号make a real impact、help them meet their biggest opportunities and face the world's toughest challenges
创新程度稳健跟随主流
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