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Citigold Acquisition Officer_財富服務開發專員

Job Req ID 21279547 Primary Location Taipei, Taiwan Job Category Private Client Coverage
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Job Description

The Citigold Acquisition Officer role is to expand the high net-worth client base and balance sheet, by acquiring new-to-bank Citigold customers through external and internal referrals.

The person will also be responsible for identifying any existing Citiblue clients who can be upgraded to Citigold, by upsizing current funding.

They are to work very closely with Citigold Relationship manager and Citigold Wealth and Insurance Specialist to enable full suite of Citi Value proposition to be presented to potential Citigold customers and to onboard them.



On a daily basis, a Citigold Acquisition Officer will be responsible for the following


  • Identify and solicit new-to-bank Citigold customers, through internal and external channels


  • Assist client in opening Citigold account in xxx., as per the clients individual preference


  • Actively promote referrals from existing clients to generate a pipeline of Citigold prospects.


  • Ensure updation of complete KYC details for the originated accounts


  • Attract an investment client base through relationship management, both by responding to internal referrals and pro-active self-driven business development.


  • Spearhead any micro marketing events focussed on NTB acquisition.


  • Work with the product team, telemarketing to identify initiatives and products that will help acquire new customers for the Bank.


  • Assist a Citigold client in meeting any identified investment and insurance financial need by referring him to on Investment Professional.


  • Keep abreast of current economic environment and capital markets, so as to have meaningful discussions with Citigold NTB prospects and optimise acquisition effectiveness.


  • Joint meetings with the Unit Head to be done regularly with call reporting tracking.


  • Deliver consistent and best-in-class customer service


  • Meet the compliance and controls standards set by the Citigroup


A successful Citigold Acquisition Officer has these skills


  • Excellent teamwork skills in order to cater to the varied investment understanding and support requirement of customers and prospects


  • Basic analytical skills required to comprehend research and performance reports and to interpret them to offer most suitable products for customer profile.


  • High sales drive and energy levels. Ability to thrive in a high-pressure environment by demonstrating leadership and selling skills.


  • Ability to nurture and build strong relationships with customers.


Typically, someone in this role has the following experience


  • 1 years’ experience preferably in the financial services industry


  • Either prior experience of acquiring high-net-worth clients (Priority Banking / SME Banking) or prior experience in investment products, such as, Mutual Funds, Insurance, equity, fixed-income (bonds) will be preferred.


  • Other Industry relevant sales experience such as real estate / Assets experience can be considered


  • College degree or equivalent



Job Family Group:

Private Client Coverage


Job Family:

Client Services


Time Type:


Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. 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.

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