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Senior Vice President, Global Family Office (ICS APAC Origination)

Senior Vice President, Global Family Office (ICS APAC Origination)

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
商业策略与发展
Banking
Client Relationship
Cross-Functional Collaboration
Risk Management
Strategic Planning
Wealth Management
APAC
Markets

AI 估算 · 120k–200k

香港SVP级别,金融行业,薪资水平高,估算人民币月薪12-20万,取中位数16万。

职位详情

关于这个职位

This role is a senior leadership position at Citi's Global Family Office, focusing on driving cross-divisional collaboration and business development across the APAC region. You will be responsible for originating new client relationships from institutional divisions to wealth management, managing complex transactions, and deepening existing client ties. The position requires strategic thinking, strong stakeholder management, and a deep understanding of banking, markets, and wealth products.

最低要求

Bachelor's Degree required

HKMA Type 1 and 4 license required
years of relevant industry experience
Ability to collaborate and work as a team
Strong presentation skills
Previous experience in client facing roles in Banking/Markets or Wealth (both a plus)
Problem solving & change management skills
Ability to think creatively and drive a process that encompasses multiple stakeholders
Ability to use initiative, manage deadlines, coordinate multiple tasks and work to deadlines and targets in a dynamic environment
Excellent interpersonal skills and ability to develop strong working relationships across functional and geographical lines

工作职责

Responsible for driving new introductions and client conversion from the Institutional Divisions (Banking/Markets) to the Wealth division and vice versa, with focus on APAC region.

Responsible for tracking for reporting purposes and managing revenue share agreements around partnership introductions.
Responsible for maintaining effective controls around privacy information (Wealth) and MNPI (Banking/Markets).
Actively manage, develop and drive cross divisional cooperation.
Bring a One Citi lens to decision making processes around asks for key clients.
Identify business opportunities and address the unique needs of specific client segments.
Help manage client education, outreach and coordination with respect to market themes and joint events.
Collaborate with market leadership councils on joint marketing efforts and internal educational programs.
Together with the broader team, manage and lead the implementation of new institutional level programs.
Together with the broader team, coordinate the setup and completion of other bespoke agreements or arrangements.
Work with management and others on the team globally to ensure strategic goals are met.
Oversee sensitive issues both internally and externally in a client friendly manner.
Work in close partnership with control functions such as Legal, Compliance, Market and Credit Risk, Audit, Finance.
Appropriately assess risk/reward when business decisions are made, driving compliance with applicable laws, rules and regulations.

AI 洞察

优缺点分析

优点

  • Opportunity to work at a top global bank with a strong brand and extensive resources.
  • High visibility and exposure to senior leadership across multiple divisions.
  • Competitive compensation and benefits package, including global mobility opportunities.
  • Chance to build a network of high-net-worth clients and institutional relationships.
  • Requires navigating complex internal processes and managing multiple stakeholders.
  • High performance expectations with significant revenue targets and tight deadlines.
  • Need to maintain strict confidentiality and compliance in a heavily regulated environment.
  • Experienced professionals with a background in investment banking, wealth management, or family office advisory who thrive in a client-facing, strategic role.

缺点 / 挑战

暂无明显挑战项

角色解读

  • Advance to Managing Director or Head of Family Office within Citi's wealth division.
  • Transition to broader leadership roles in investment banking or private banking across the APAC region.
  • Develop expertise in cross-border wealth planning and become a thought leader in the family office space.
  • Drive cross-divisional collaboration between Citi's institutional banking/markets and wealth management divisions to originate new family office clients.
  • Manage complex transactions and partnerships, oversee revenue sharing agreements, and ensure compliance with information barriers.
  • Develop and execute strategic initiatives to deepen client relationships and increase market penetration in the APAC region.
  • Deep understanding of banking, markets, and wealth management products and services.
  • Strong client-facing and relationship-building skills, with experience in high-net-worth client servicing.
  • Strategic thinking and problem-solving abilities to navigate complex stakeholder environments.
  • Excellent communication and presentation skills, with fluency in English and preferably Asian languages.

申请策略

  • Tailor your application to demonstrate your ability to connect banking and wealth divisions.
  • Prepare examples of how you have driven revenue growth through cross-functional collaboration.
  • Highlight direct experience in client origination and relationship management within banking or wealth management.
  • Showcase successful cross-divisional projects or partnerships you have led.
  • Emphasize knowledge of APAC markets and fluency in relevant languages.
  • Include any relevant licenses (e.g., HKMA Type 1 & 4) and years of experience.
  • Deepen understanding of family office structures and wealth planning.
  • Enhance knowledge of regulatory frameworks across APAC jurisdictions.

面试指南

  • Use the STAR method (Situation, Task, Action, Result) to structure responses.
  • Focus on measurable outcomes and the impact of your actions on revenue or client satisfaction.
  • Demonstrate strategic thinking by connecting your experience to Citi's 'One Citi' approach.
  • How would you approach originating new family office clients from institutional banking relationships?
  • Describe a time you managed a complex transaction involving multiple stakeholders across divisions.
  • How do you ensure compliance with information barriers while driving cross-divisional business?
  • What strategies would you use to deepen relationships with existing high-net-worth clients?
  • How do you stay updated on market trends and regulatory changes affecting family offices?

职位点评

76
综合评分

Senior banking role in Hong Kong offering high compensation and growth potential but demanding on-site presence and long hours.

从薪资福利、成长空间、工作节奏和岗位方向综合评估,方便横向比较。

更适合这类人
This role is best suited for ambitious professionals who prioritize financial rewards and career advancement over work-life balance and flexibility.
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60
使命价值70

薪资福利

85较高

The role offers a high base salary and bonus potential typical for SVP level at a global bank, along with comprehensive benefits including paid parental leave and financial well-being programs. However, compensation details are not disclosed in the job description.

薪资信号未披露(AI估算:120K-200K/月)
福利待遇Paid Parental Leave、financial well-being programs、generous paid time off packages

成长发展

80较高

The role provides significant growth opportunities through exposure to senior leaders, cross-divisional experience, and on-the-job training. The job description emphasizes career growth and development, but no specific promotion path is mentioned.

技术前沿非技术岗(不适用)
成长机会extensive on-the-job training、exposure to senior leaders、opportunity to grow your career
业务类型profit_center

工作生活

60中等

The role is on-site in Hong Kong with no remote flexibility mentioned. While Citi offers paid time off and parental leave, the demanding client-facing nature likely involves long hours and travel. 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

70中等

Working at a global bank like Citi offers a sense of impact through serving high-net-worth clients and contributing to the financial industry. The role involves community volunteerism and ethical conduct, but the primary focus is on revenue generation.

行业发展稳定成熟行业
社会影响中性/一般
使命信号give back to your community、make a real impact
创新程度稳健跟随主流
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