Advisory Head

Discover your future at Citi

Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.

Job Overview

At Citi, we get to connect millions of people across hundreds of cities and countries every day.And we've been doing it for more than 200 years.We do this through our unparalleled global network.We provide a broad range of financial services and products to our clients – whether they be consumers, corporations, governments or institutions – to help them meet their biggest opportunities and face the world's toughest challenges.

Shape your Career with Citi

Citi Wealth brings together the full power of Citi to serve the entire continuum of wealth clients, from affluent to ultra-high net worth to family offices.The strategies we create help our clients maintain liquidity while maximizing yields, transact in foreign currency and across borders, and manage fluctuating expenses or cash flow. We are uniquely suited to helping our clients meet their banking needs across regions through our global network.

We’re currently looking for a high caliber professional to join our team as Vice President, Advisory Head based in Hong Kong.  Being part of our team means that we’ll provide you with the resources to meet your unique needs, empower you to make healthy decision and manage your financial well-being to help plan for your future.  For instance:

• Citi provides programs and services for your physical and mental well-being including access to telehealth options, health advocates, confidential counseling and more. Coverage varies by country.

• We empower our employees to manage their financial well-being and help them plan for the future.

• Citi provides access to an array of learning and development resources to help broaden and deepen your skills and knowledge as your career progresses.

In this role, you’re expected to:

• Conduct planning and budgeting activities for branch, manage and control human resources, technological and supply needs

• Provide individual feedback to staff and management; perform training and hold one-on-one coaching sessions

• Coordinate team sessions with sales executives assigned to the branch, drive focus on client experience and team morale

• Coordinate product and service training, oversee implementation of process improvements/efficiencies

• Maintain relationship with key clients, business partners and stakeholders, ensure customers receive timely updates on cases, and manage retention tasks

• Prioritize and coordinate daily tasks to ensure operating efficiencies are achieved, including call and email queue monitoring

• Coordinate with facilities to ensure adequacy of infrastructure and general upkeep of the branch

• Execute financial activities for branch including overdraft authorizations, new account openings, and negotiating interest rates

• Manage control and review of files, ensure compliance with Anti-money Laundering and Know Your Customer compliance policies

• Control and follow up on adherence to regional operations procedures; ensure correct execution of the commercial strategy

• 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, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.

As a successful candidate, you’d ideally have the following skills and exposure:

• 6-10 years of relevant experience required

• Bachelor's Degree/University degree or equivalent experience in Business Management, Economics, Finance or similar field

• Previous experience in management of banking, sales or client service preferred

• Previous experience in product management, procedures and regulations preferred

• Proven management skills

• Consistently demonstrates clear and concise written and verbal communication skills

• Consistently demonstrates analytic skills

This position falls under the Mandatory Reference Checking (MRC) Scheme, a standardised reference-checking arrangement that is designed to support the integrity of authorized institutions regulated by the Hong Kong Monetary Authority. The MRC Scheme requires an in-scope institution intending to hire an individual for certain relevant positions to conduct a mandatory reference check on that individual, by requesting information about them from each relevant former and current employer. By applying for this role, you acknowledge that your reference may be shared with other participating banks in accordance with the scheme’s principles.For further details, please refer to the public website of HKAB

Working at Citi is far more than just a job. A career with us means joining a family of more than 230,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.

Take the next step in your career, apply for this role at Citi today

https://jobs.citi.com/dei

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Job Family Group:

Consumer Sales

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Job Family:

Branch Sales

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Time Type:

Full time

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.

View Citi’s EEO Policy Statement and the Know Your Rights poster.