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花旗金融
Assistant Vice President, Digital Wealth Portfolio
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Assistant Vice President, Digital Wealth Portfolio

发布于 大约 2 个月前

中层管理(经理/总监)

Kowloon, Kowloon City, Hong Kong SAR
中级经验
全职员工
仅现场办公
本科
产品管理
Agile
Cross-Functional Collaboration
Data Analytics
Digital Wealth
Portfolio Management
Product Management
Client Experience
Generative AI

AI 估算 · 72k–108k

香港金融行业AVP级别，数字财富新兴方向，薪资具有市场竞争力，参考行业水平约8-12万港币/月。

职位详情

关于这个职位

This Assistant Vice President role at Citi's Hong Kong office drives strategic growth and digital transformation in the wealth management portfolio. You will lead hyper-personalized client journeys using Gen AI, manage product strategy, and collaborate cross-functionally to enhance digital wealth services and business results.

最低要求

years of experience in investment product management, digital wealth management, or related financial services roles, with a demonstrable track record of contributing to business growth and digital transformation. Experience with AI-driven projects is highly desirable.

Strong understanding of Generative AI and their applications in creating personalized client experiences within financial services.
Strong interpersonal and collaborative skills.
Strong analytical capabilities.
A profound and unwavering commitment to client-centricity.
A commitment to operational excellence.
Forward-thinking approach.
Bachelor's degree in Business, Finance, Marketing or a related field.

工作职责

Strategic Contribution: Contribute to the strategic definition and achievement of business objectives, supporting revenue and investment asset growth targets within the portfolio.

Strategy Formulation: Support the formulation and evolution of comprehensive business strategies, providing market insights and contributing to the identification of emerging opportunities in digital wealth.
Execution of Strategic Initiatives: Assist in the end-to-end design, planning, and execution of strategic initiatives and client engagement, coordinating activities and collaborating with external partners and internal stakeholders.
Hyper-Personalized Client Experience: Lead the design and implementation of hyper-personalized client journeys, leveraging data and AI to create unique and compelling digital interactions that deepen client relationships and drive engagement.
Gen AI-Driven Digital Transformation: Drive the digital transformation of our wealth management platform by identifying, evaluating, and implementing agentic and Generative AI capabilities to enhance digital wealth services, automate processes, and unlock new sources of client value.
Investment & Digital Wealth Growth: Support the implementation of portfolio management strategies and promotional frameworks to enhance investment penetration and contribute to digital wealth revenue and net new investment asset growth.
Market & Client Proximity: Support efforts to maintain market and client proximity, assisting in the development, launch, and scaling of innovative products and high-impact marketing programs.
Regulatory Compliance & Governance: Adhere to established governance frameworks, collaborating with legal, risk, and compliance teams.
Operational Excellence: Contribute to the optimization of sales, service, and operational functions.

优先资格

Relevant industry certifications (e.g., CFA) are a plus.

AI 洞察

优缺点分析

优点

  • Work at the intersection of finance and cutting-edge AI, gaining future-proof skills.
  • Join a global top-tier bank with strong brand reputation and resources.
  • Opportunity to shape digital wealth strategy with significant business impact.
  • Fast-paced environment with high expectations for measurable business outcomes.
  • Requires navigating complex regulatory and compliance frameworks in Hong Kong.
  • Keeping up with rapidly evolving AI technologies and their integration into legacy systems.
  • This role suits a motivated product professional with a blend of financial services experience and a passion for AI-driven innovation, who thrives in a strategic and collaborative setting.

缺点 / 挑战

暂无明显挑战项

角色解读

  • Progress to Vice President or Senior Vice President within Citi's wealth management division.
  • Move into broader digital product leadership roles across banking or fintech.
  • Specialize in AI-driven product innovation and become a domain expert in digital wealth.
  • Define and execute digital wealth strategies to grow revenue and investment assets.
  • Lead the design of hyper-personalized client journeys leveraging Gen AI and data analytics.
  • Drive digital transformation by identifying and implementing agentic AI capabilities across wealth management platforms.
  • Deep understanding of generative AI applications in financial services for personalization.
  • Strong analytical and data-driven decision-making skills.
  • Excellent cross-functional collaboration and stakeholder management abilities.

申请策略

  • Tailor your cover letter to emphasize your vision for AI-driven wealth management and client personalization.
  • Research Citi's recent digital wealth offerings and reference them in your interview.
  • Quantify achievements in digital wealth initiatives and revenue growth.
  • Highlight hands-on experience with Gen AI projects in financial services.
  • Showcase cross-functional leadership and stakeholder influence.
  • Deepen knowledge of generative AI frameworks (e.g., OpenAI, LangChain) applied to banking.
  • Strengthen agile and program management skills (e.g., Scrum, PMP).

面试指南

  • Use the STAR method: Situation, Task, Action, Result.
  • Highlight concrete examples of AI or digital projects with measurable business impact.
  • Show strategic thinking by linking initiatives to broader company goals.
  • How would you leverage Gen AI to create a personalized client journey in wealth management?
  • Describe a time you drove a digital transformation initiative
  • what was your approach and outcome?
  • How do you balance innovation with regulatory compliance in a highly regulated industry?
  • Walk us through how you would analyze client data to identify cross-selling opportunities.

职位点评

70
综合评分

Hong Kong-based AVP role at Citi blending digital wealth product strategy with Gen AI innovation; strong developmental potential but limited WLB.

更适合这类人
Ideal for candidates prioritizing career growth, cutting-edge technology, and strategic impact over work-life balance or remote flexibility.
表现最好
成长发展
相对薄弱
工作生活
薪资福利75
成长发展85
工作生活50
使命价值70

薪资福利

75中等

Competitive salary for the role and location, plus benefits typical of a global bank. However, salary is not explicitly stated, and Hong Kong's high cost of living may reduce net advantage.

薪资信号未披露（AI估算：72K-108K/月）
福利待遇Competitive compensation and benefits package、Professional development and growth opportunities

成长发展

85较高

Strong growth potential via cutting-edge AI projects and a clear career path within Citi. The role offers exposure to strategic initiatives and emerging technologies.

技术前沿前沿/新兴技术
技术栈Generative AI、Agentic AI、Digital Wealth、Data Analytics
成长机会Professional development and growth opportunities
业务类型profit_center

工作生活

50较低

Office-based role in Kowloon, no mention of remote flexibility. Hong Kong work culture can be demanding, and commute may be long.

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

70中等

Working at a leading global bank with a mission to serve clients and drive financial well-being. Digital wealth transformation has positive social impact by improving access to personalized financial advice.

行业发展稳定成熟行业
社会影响中性/一般
创新程度积极采用新技术

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