花旗金融
Client Executive, Investor Services, VP - Taiwan
Client Executive, Investor Services, VP - Taiwan
发布于 大约 3 小时前高层管理(VP/总经理/CEO)
Taipei, Taiwan, Taiwan
高级经验
全职员工
仅现场办公
学历未注明
English
Negotiation
Communication Skills
Client Relationship Management
Securities Services
AI 估算 · 50k–80k
VP level at a global bank in Taiwan, high experience and client management skills required, market compensation for senior roles
职位详情
关于这个职位
This VP-level role in Investor Services at Citi in Taipei focuses on building and maintaining strong client relationships within the securities services space. You will be the single point of contact for key clients, driving service quality, identifying business opportunities, and ensuring high client satisfaction. Requires extensive experience in financial services and client management.
最低要求
years experience in the financial services industry
years experience in managing client relationships
Experience with Securities Services and strong background on Securities Services process and product knowledge
Excellent written and verbal communication skills in Mandarin and English
Strong influencing skills
Effective negotiation and persuasion skills
Ability to manage people, client and user expectations
Builds partnerships and values diversity
工作职责
Build & maintain positive working relationships with assigned clients portfolio through an active calling program that ensures optimal service for revenue retention.
Work with Global Sales and Solution and relevant product partners to identify business opportunities to generate alpha and business growth.
Identify and understand client requirements across the entire securities services value chain in order to proactively recommend process improvements and enhancements to meet clients’ needs.
Utilize early warning process to identify and resolve client service issues before they are escalated to Client at Risk.
Become an expert on the customer’s operating business.
Monitor client satisfaction.
Perform regular service reviews & develop actions plans to address issues, deliver solutions and improve client satisfaction.
Perform regular face-to-face client meetings to confirm our commitment to delivering the highest level of client satisfaction.
Manage the delivery of client service reviews to all platinum and priority clients with the necessary follow-up to maintain a frequent pulse check via touch points on the client’s satisfaction levels with Operations.
Act as a central point of contact for all key issues impacting client satisfaction.
Take ownership for client issues and drive resolution through the rest of the service and operational organization.
Coordinate and ensure client participation in external surveys & incorporate survey results into driving up client satisfaction.
Track by maintaining Integrated Client Analysis (ICA) and ensure all service issues are addressed with relevant product partners.
Utilize client metrics and executive reporting to analyze, understand and present operating trends to the client, in a way that creates efficiencies for Citi and the client, reduces cost of repair and exception and positions Citi as a superior provider against the competition.
Build virtual service teams that are capable and nimble to respond quickly to the needs of our clients, creating a team sense of collective responsibility and ‘client first’ mentality.
Develop/ maintain network of contacts within Citi in order to effectively deliver results for clients in a timely manner.
Coordinate customer testing (UAT) and post-implementation reviews.
AI 洞察
优缺点分析
优点
- Global exposure with a top-tier financial institution and a large, diverse client base.
- High level of responsibility and autonomy in managing client relationships and driving business growth.
- Opportunity to build a strong network within Citi and across the financial services industry.
- Competitive compensation and benefits typical of VP roles in multinational banks.
- Intensive client-facing role requiring frequent travel and face-to-face meetings, which can be demanding.
- Must navigate complex internal processes and coordinate across multiple departments to resolve issues.
- High expectations for revenue generation and client satisfaction metrics, leading to performance pressure.
- Experienced professionals with over 10 years in financial services client management who thrive in relationship-driven, high-stakes environments and are comfortable with a global, fast-paced setting.
缺点 / 挑战
暂无明显挑战项
角色解读
- Progress to senior leadership roles within Investor Sales or broader Institutional Client Group.
- Opportunity to move into global product management or strategy roles given deep client and product insight.
- Potential to become Regional Head of Investor Services or Client Executive for larger client portfolios.
- Act as the primary client contact for a portfolio of institutional investors, ensuring high satisfaction and retention.
- Identify and pursue revenue opportunities by collaborating with sales and product teams.
- Conduct regular service reviews and face-to-face meetings to resolve issues and improve processes.
- Manage virtual service teams and coordinate cross-functional support for client needs.
- Deep knowledge of securities services operations and product offerings.
- Excellent client relationship management and interpersonal skills.
- Strong communication in Mandarin and English, both written and verbal.
- Proven ability to influence and negotiate with internal and external stakeholders.
申请策略
- Tailor your cover letter to demonstrate a client-first mindset and understanding of the securities services landscape.
- Prepare to discuss specific client challenges you have solved and how you built long-term partnerships.
- Emphasize years of experience in financial services, particularly securities services and client relationship management.
- Quantify achievements in client retention, revenue growth, or service improvement initiatives.
- Highlight bilingual (Mandarin & English) communication skills and any international experience.
- Showcase leadership examples, such as managing teams or leading cross-functional projects.
- Deepen knowledge of Citi's specific securities services products and platform.
- Strengthen influencing and negotiation skills through formal training or practice.
面试指南
- Use the STAR method (Situation, Task, Action, Result) for behavioral questions, focusing on client impact and results.
- Demonstrate proactive problem-solving and ability to collaborate across functions.
- Show how you balance client needs with business objectives, using data and metrics to support decisions.
- Describe a time you turned around a dissatisfied client. What steps did you take?
- How do you prioritize multiple client requests while maintaining high service quality?
- What is your understanding of the securities services value chain, and how do you identify cross-sell opportunities?
- Tell me about a complex negotiation you led with a client or internal team. What was the outcome?
- How do you stay current with industry trends and regulatory changes in investor services?
匹配度报告
59
综合匹配度
Stable global bank VP role with strong pay but demanding client-facing schedule and limited work-life balance.
适合人群
This role is best suited for candidates highly motivated by compensation and stability, who are willing to accept demanding work hours and limited flexibility for a prestigious position.
最强匹配
薪资福利匹配
最弱匹配
工作生活匹配
薪资福利85
成长发展60
工作生活40
使命价值50
薪资福利匹配
85较高
The role is at VP level in a global bank, typically offering strong compensation, benefits, and stability. However, specific benefits are not detailed in the JD.
薪资信号未披露（AI估算：50K-80K/月）
成长发展匹配
60中等
The role offers growth within client management but lacks explicit mention of training or career development programs. The company mentions 'grow your career' generically.
技术前沿非技术岗（不适用）
成长机会grow your career
业务类型profit_center
工作生活匹配
40较低
The role requires regular face-to-face client meetings and likely involves travel and long hours. No mention of flexibility or remote work.
工作模式仅现场办公
办公地点市区核心地段
加班情况JD含高强度暗示词
使命价值匹配
50较低
While financial services can contribute to economic growth, the role is commercially driven with limited explicit social impact or mission.
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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