花旗金融
VP/SVP, FX Counselor Lead, Private Bank
VP/SVP, FX Counselor Lead, Private Bank
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
高级经验
全职员工
仅现场办公
本科
销售与零售
Client Relationship
Compliance
Foreign Exchange
Market Analysis
Risk Management
Fx Sales
Fx Trading
AI 估算 · 80k–150k
高级VP/SVP在香港私人银行外汇销售领导岗位，薪资水平较高，基于市场行情估算。
职位详情
关于这个职位
This role is a senior VP/SVP position within Citi's Private Bank, leading the FX Counselor team in Hong Kong. You will be responsible for generating revenue by selling foreign exchange products to high-net-worth clients, providing market insights, pricing FX derivatives, and managing client relationships. The role requires deep FX market expertise, strong sales and trading experience, and leadership skills to drive business results.
最低要求
+ years of experience
Substantial/proven sales and trading experience in financial services and the FX Market
Excellent interpersonal skills to deal with both internal staff and external clients
Self motivated
FX market knowledge and experience
Good interpersonal and communication skills essential
Strong IT skills essential
Strong analytical skills essential
Ability to develop strong working relationships across functional and geographical lines
Regulated role with applicable/mandatory licenses and/or qualifications
Bachelor's/University degree
工作职责
Generate revenue by selling Foreign Exchange products to Private Bank clients
Provide relevant market updates and insight to clients
Price spot, forward, option contracts and FX derivative solutions
Calculate and monitor FX credit limit utilization
Coordinate with Relationship Managers and FX Sales in the development and implementation of new business initiatives for Foreign Exchange
Call on clients throughout the CPB's target market to determine FX needs in order to ensure continuous account penetration and customer satisfaction
Establish and maintain long-term relationships with Private Bank clients
Maintain a thorough, in depth knowledge of the CPB's FX products and services, while keeping up to date on market news and events
Develop a strong working knowledge of all marketplace offerings and the competitions’ strengths and weaknesses
Monitor trends and developments in customer's businesses and in the financials services industry and recommend possible products, strategies and services that can enhance customer relationships, reduce customers FX risk, generate revenues for CPB, and retain and improve the CPB’s competitive position in the market
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
- High compensation package with significant bonus potential in a leading global bank.
- Access to top-tier clients and complex financial products, enhancing your professional network and skills.
- Strong brand recognition and career development resources, including training and mentoring programs.
- Opportunity to shape the FX strategy for a major private banking franchise.
- High pressure to meet revenue targets in a competitive and volatile FX market.
- Requires exceptional time management and ability to handle multiple client relationships simultaneously.
- Regulatory and compliance burden in the Hong Kong banking environment.
- Experienced FX sales and trading professionals with a proven track record, strong leadership skills, and a desire to work in a high-stakes, client-facing role within a prestigious private bank.
缺点 / 挑战
暂无明显挑战项
角色解读
- Advance to higher executive roles such as Head of FX for Private Bank or Global Markets Managing Director.
- Transition into broader wealth management leadership, overseeing multiple asset classes or regional teams.
- Develop expertise in strategic business development and market expansion, potentially moving into senior management.
- Lead and manage a team of FX Counselors to generate revenue through foreign exchange product sales to ultra-high-net-worth clients.
- Provide real-time market insights and pricing for spot, forward, and option contracts, as well as complex FX derivatives.
- Build and maintain long-term client relationships, coordinating with Relationship Managers to drive business growth.
- Monitor risk exposure, ensure compliance with regulatory requirements, and oversee credit limit utilization.
- Deep expertise in foreign exchange markets, including pricing, trading, and risk management.
- Proven sales and trading experience in financial services with a strong track record of revenue generation.
- Excellent communication, negotiation, and interpersonal skills to manage internal and external stakeholders.
- Strong analytical and IT skills to analyze market data and use trading platforms.
申请策略
- Tailor your cover letter to demonstrate how your experience aligns with Citi's private banking strategy and client focus.
- Research recent FX market developments and Citi's market positioning to show genuine interest.
- Emphasize your FX sales and trading revenue achievements with specific numbers and deal sizes.
- Highlight any leadership experience, including team management, mentoring, or project leadership.
- Showcase your knowledge of FX derivatives, risk management, and regulatory compliance.
- Include your network of high-net-worth clients and relationships with other banks or institutions.
- Deepen your understanding of cross-border regulatory requirements and emerging market FX trends.
- Enhance your proficiency in trading systems and analytics tools like Bloomberg, Reuters, or in-house platforms.
面试指南
- Use the STAR method (Situation, Task, Action, Result) for behavioral questions.
- For technical questions, explain your thought process step-by-step, including risk assessment and client needs.
- For leadership questions, focus on how you motivated your team, resolved conflicts, and drove results.
- Describe a time you generated significant FX revenue for a client – what was your approach?
- How do you manage risk while pricing complex FX derivatives?
- Tell us about a situation where you had to handle a difficult client relationship and how you resolved it.
- How do you stay updated on global macroeconomic events that impact FX markets?
- What is your leadership style when managing a team of sales professionals?
职位点评
69
综合评分
Senior FX sales leadership role at a top private bank, offering high compensation and career growth but demanding long hours and strong client focus.
更适合这类人
This role is best suited for candidates highly motivated by financial rewards and career prestige, who are willing to accept demanding work hours and limited work-life balance.
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80
工作生活50
使命价值60
薪资福利
85较高
This senior role offers high salary and substantial bonus potential, typical for VP/SVP in private banking. Benefits include wellness programs, parental leave, and learning resources, though specific salary is not disclosed.
薪资信号未披露（AI估算：80K-150K/月）
福利待遇telehealth options、health advocates、confidential counseling、expanded Paid Parental Leave Policy、learning and development resources、generous paid time off packages
成长发展
80较高
The role provides opportunities for skill growth through exposure to complex FX products and client management. Citi offers learning resources, but promotion path is not explicitly mentioned.
技术前沿传统/成熟技术
技术栈FX、derivatives、spot、forward、option
成长机会learning and development resources、grow your career
业务类型profit_center
工作生活
50较低
The role requires on-site work in Hong Kong office, typical for banking. While benefits include paid time off and work-life balance programs, the senior nature likely demands long hours and high availability.
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、programs that help employees balance their work and life
使命价值
60中等
Working at a top global bank provides a sense of impact through client service and market participation. The role contributes to Citi's mission of enabling growth and economic progress, but the primary focus is revenue generation.
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
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