花旗金融
Associate Banker - Taiwan Offshore Team
Associate Banker - Taiwan Offshore Team
发布于 大约 4 小时前普通员工/个人贡献者
Hong Kong, Central and Western District, Hong Kong SAR
中级经验
全职员工
仅现场办公
本科
团队合作
客户关系管理
多任务处理
普通话
粤语
财富管理
投资产品
私人银行
Kyc/Aml
AI 估算 · 35k–55k
香港私人银行Associate级别，结合行业和地区标准，月薪约35K-55K港币，折合人民币相当，含年终奖约13薪。
职位详情
关于这个职位
作为花旗私人银行台湾离岸团队的Associate Banker，您将协助客户经理开拓和维护超高净值客户，专注于投资产品的销售与客户关系深化
该职位需要处理客户开户、合规文件、交易支持等日常运营，并参与市场策略制定
适合有2-5年银行或财富管理经验、精通中英文的专业人士
最低要求
years relevant experience
Knowledge of investments is required; banking and credit products desirable
Ability to manage relationships both internal and external; Ability to multi-task
Fluency in both Mandarin and Cantonese is required
Bachelor's/University degree or equivalent experience
工作职责
Assist the Banker in the creation of sales and marketing strategies designed to generate revenue growth and to acquire new target clients, with a focus on Investments
Assist the Banker with prospecting - conduct new client/prospect research, generate leads and develop prospects, network to identify referrals to new clients/prospects, and coordinate client events
Assist the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients.
Client/prospect meetings - Organize the pre-call planning, organizing post-meeting notes, and maintain all client call records including call reports
Assist the Banker in deepening the existing client relationship through deep-dive analysis
Provide accurate and timely revenue tracking and deal pipeline reports and other relevant information to the Banker
Provide day to day support to Banker on documentation such as account opening and closing, loan disbursals, etc.
Provide complete service support to client, including solving complex client inquiries
Ensure appropriate documentation related to KYC/ AML from the client and ensure all aspects of client records and documentation are completed and updated
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.
AI 洞察
优缺点分析
优点
- Join a prestigious global bank with a strong brand and extensive resources.
- Exposure to ultra-high net worth clients and complex financial products, boosting your industry expertise.
- Comprehensive benefits including health, learning, and paid time off programs.
- Opportunity to work in Hong Kong, a global financial hub, with a diverse and inclusive culture.
- High expectations for client service and compliance, requiring meticulous attention to detail.
- Competitive environment with pressure to meet revenue targets and deal pipelines.
- Requires fluency in both Mandarin and Cantonese, which may limit some candidates.
- This role is ideal for a mid-level banking professional with strong investment knowledge, language skills, and a passion for client service in private banking.
缺点 / 挑战
暂无明显挑战项
角色解读
- Progress to a full Banker or Relationship Manager role within Citi Private Bank, managing your own client portfolio.
- Opportunities to specialize in investment advisory, credit products, or team leadership.
- Career advancement through Citi's global mobility and learning programs.
- Assist senior bankers in developing sales strategies and acquiring new ultra-high net worth clients, with a focus on investment products.
- Conduct prospect research, generate leads, coordinate client events, and manage call records and meeting notes.
- Handle day-to-day client service, documentation (account opening, loan disbursals), and ensure KYC/AML compliance.
- Provide revenue tracking and deal pipeline reports to support business decisions.
- -5 years relevant experience in banking or wealth management, with strong knowledge of investments.
- Fluency in Mandarin and Cantonese is mandatory
- English proficiency is also required.
- Excellent relationship management and multi-tasking abilities.
- Attention to detail and ability to handle complex client inquiries and compliance documentation.
申请策略
- Research Citi Private Bank's recent activities in Taiwan and Hong Kong to show your interest.
- Prepare to discuss how you handle compliance and risk management in your previous roles.
- Emphasize your experience in client relationship management, especially with high-net-worth individuals.
- Highlight your knowledge of investment products and any achievements in revenue generation or client acquisition.
- Showcase your multilingual ability (Mandarin, Cantonese, English) and any experience with KYC/AML processes.
- Demonstrate your ability to multitask and manage complex documentation with examples.
- Deepen your understanding of private banking products, credit, and wealth planning.
- Improve your Cantonese fluency if not native, as it is required for client interaction.
面试指南
- Use the STAR method for behavioral questions: Situation, Task, Action, Result.
- For technical questions, demonstrate your knowledge by linking to specific products and regulations.
- Show your client-centric approach by focusing on relationship building and compliance.
- How do you approach prospecting and converting new clients in private banking?
- Describe a time you handled a complex client inquiry or compliance issue.
- How do you prioritize multiple tasks when supporting multiple bankers?
- What investment products are you most familiar with, and how would you advise a client?
- Explain your understanding of KYC/AML requirements in Hong Kong.
匹配度报告
66
综合匹配度
Stable global bank role with good compensation and learning opportunities, but office-based in Hong Kong and moderate work-life balance.
适合人群
Best suited for candidates who prioritize compensation and career development in a prestigious banking environment, and who can accept office-based work.
最强匹配
薪资福利匹配
最弱匹配
工作生活匹配
薪资福利78
成长发展70
工作生活50
使命价值65
薪资福利匹配
78中等
The role offers competitive compensation typical of large banks, with benefits like health, learning, and paid time off. Salary is in line with market standards for Hong Kong.
薪资信号未披露（AI估算：35K-55K/月）
福利待遇access to telehealth options、health advocates、confidential counseling、learning and development resources、generous paid time off packages
成长发展匹配
70中等
Citi provides learning resources and career growth opportunities, but the role is support-oriented; promotion to banker requires additional effort.
技术前沿非技术岗（不适用）
成长机会learning and development resources、grow your career
业务类型profit_center
工作生活匹配
50较低
The role is office-based in Hong Kong with no mention of remote work; work-life balance is not explicitly addressed.
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）
工作生活平衡generous paid time off packages
使命价值匹配
65中等
Working with ultra-high net worth clients in a global bank provides a sense of prestige and impact, but social impact is limited.
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、give back to your community
创新程度稳健跟随主流
Watch Jobs