A Citigold customer is a customer who maintains an average account balance in excess of HKD 1,500,000, via deposits, savings or investments through Citibank.
Your Opportunity To work with both the Acquisition Head and Branch Banking Staff to identify and acquire Citigold new-to-bank customers, as well as upgrading existing Citi Priority customers to Citigold.
Identify and solicit new Citigold customers by responding to internal referrals, pro-active business development, and spearheading of marketing events.
Completing details for originated accounts and assisting in client onboarding.
Working with cross-functional teams to identify new initiatives and products that will help acquire new customers
Keeping abreast of current economic trends and capital markets in order to have meaningful discussions with prospects and optimise acquisition effectiveness
Deliver consistent and best-in-class customer service
Meet the compliance and controls standards set by the Citigroup
A Team player! You are able to communicate and motivate those around you to deliver the best possible experience for prospective clients.
Empathetic and Energetic! You take the time to listen and truly understand your client's needs, nurturing and building strong relationships with customers. You take ownership and deliver on your promises.
Motivated and resilient! You thrive in a fast-paced and target driven environment.
2 years' experience, preferably in the financial services industry
Previous experience of acquiring high-net-worth clients (Priority Banking / SME Banking) or prior experience in investment products will be preferred but is not essential.
Tertiary degree or equivalent.
We are implementing the Vaccine Pass in accordance with the guidance of the HKMA, effective April 1, 2022. All Citi staff will be required to be vaccinated against COVID-19 or have a valid medical exemption to enter Citi premises. To comply with this, the successful candidate must be either vaccinated against COVID-19 or have a valid medical exemption.
Job Family Group: Consumer Sales Job Family: Branch Sales Time Type:
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