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Citigold Acquisition Officer_財富服務開發專員

Taipei, Taiwan

Job Req ID 21279547
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Overview

Our best-in-class Relationship Managers have a relentless client focus and play a pivotal role in driving Citi’s Wealth proposition and strategy. They consistently exceed their client’s expectations by being dedicated, passionate and innovative. Our employees are expert relationship builders able to own and respond to the increasingly complex needs of their clients because our clients expect only the very best when it comes to the management of their wealth.

Success Profile

  • Achiever
  • Communicator
  • Proactive
  • Problem Solver
  • Personable
  • Confident

Responsibilities

工作內容
財富服務開發專員將負責透過內外部管道開發高資產客戶、辨識現有客戶中有潛力升等為Citigold的客戶,並與Citigold財富管理專員密切合作提供潛在客戶全方位資產配置,幫助其成為花旗客戶。

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.

工作職責

Responsibilities:

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

透過內部、外部管道開拓花旗財富管理潛在客戶

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

按照客戶需求協助其開立Citigold帳戶

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

積極鼓勵現有客戶推薦新客戶,以建立潛在花旗財富管理客戶資料庫

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

即時更新並確保客戶KYC資料的完整性

  • Ensure updation of complete KYC details for the originated accounts

透過內部推薦或積極的開發外在資源,吸引新投資客戶

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

率先參與新客戶開發相關的行銷活動

  • Spearhead any micro marketing events focussed on NTB acquisition.

與產品部門合作,透過電訪瞭解能夠吸引新客戶的產品及服務

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

協助花旗財富管理客戶釐清投資及保險需求,並為其轉介至專業投資人員

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

熟稔總體經濟趨勢及投資組合策略以展現專業度並推動與新客戶對話

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

與部門主管定期討論、及後續電話追蹤

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

提供一致且優質的客戶服務

  • Deliver consistent and best-in-class customer service

遵守花旗法令遵循及內控準則

  • Meet the compliance and controls standards set by the Citigroup

一個成功財富服務開發專員會有以下的技能

A successful Citigold Acquisition Officer has these skills

優異的團隊合作能力以服務客戶全面的投資需求

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

基礎的分析能力以了解報表內容,並針對客戶提供適合的產品服務

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

具有銷售的熱忱、領導力及抗壓性

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

與客戶建立長久合作關係的能力

  • Ability to nurture and build strong relationships with customers.

工作需求

Typically, someone in this role has the following experience

一年以上的金融工作相關經驗。

  • 1 years’ experience preferably in the financial services industry

有開發高資產客戶、中小企業客戶經驗或投資產品(基金、保險、股票、債券)相關經驗尤佳。

  • 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.

其他產業銷售經驗為加分項目

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

大專以上畢業

  • College degree or equivalent

具有相關金融證照者有金融道德常識、信託、投信投顧法規測驗合格測驗尤佳(無證照者可,但須於試用期完成考取上述證照)

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Job Family Group:

Private Client Coverage

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Job Family:

Client Services

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Time Type:

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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.

View the "EEO is the Law" poster. View the EEO is the Law Supplement.

View the EEO Policy Statement.

View the Pay Transparency Posting

Apply Now
  • Join our team
    of 200,000+
    strong diverse employees

  • Socially minded employees volunteering in communities across 90 countries

  • Meaningful career opportunities thanks to a physical presence in over 98 markets

We foster a culture that embraces all individuals and encourages diverse perspectives, where you can make an impact and grow your career. At Citi, we value colleagues that demonstrate high professional standards, a strong sense of integrity and generosity, intellectual curiosity, and rigor. We recognize the importance of owning your career, with the commitment that if you do, we promise to meet you more than half way.

Spotlight: Relationship Manager Values

  • Spotlight: Relationship Manager Values

Success Stories

Get inspired and hear what employees who started their careers in Relationship Manager have to say about Citi

Irina

Irina

Senior Vice President, Sales Team Leader, CPC Relationship Manager
Tenure at Citi: Just over 7 years

Learn more

How did you begin a career as a RM?

I always loved working with people and helping them to solve their issues. I focused on this when choosing my career . I wanted exposure to clients and to be responsible for managing relationships with them. Before Citi, I was managing relationships for institutional clients. When an opportunity arose to become the relationship manager for individuals here, I didn’t hesitate. This role feels more personal, more energetic and more proactive than being a relationship manager for pension funds.

What does your day-to-day job entail and what do you like most about it?

Every client is different, their needs are different and the solutions I offer to each of them are different. My job consists of providing my clients with the investment solutions that are in line with their risk-return objectives. I also manage a team of relationship managers and make sure that they deliver the best value for their clients every single day. The beauty of my job is that every day is absolutely different and I love it.

What do you enjoy most about your role?

I love the drive, energy and freedom to do my work the way I want and deliver results my way. I love working with clients who are driven, successful and ambitious. I love my job because it makes me a better version of myself and gives a deep sense of fulfillment.

What skills have you gained as part of your job?

You have to be an excellent communicator and a good listener. You have to be empathetic, flexible, adaptable, curious, determined, energetic and passionate.

What advice would you give to someone looking to become a RM?

Love working with people. Remain calm and optimistic no matter what, be ready to accept mistakes and learn from them, and be proactive and focus on building trust with your clients. When you have trust, the rest will unfold naturally.

What makes Citi a good place to work?

When you start working here, you will never want to leave. Citi is more than just an employer; it’s family. The people you work with will make you feel at home. In addition, Citi invests heavily in its employees and organizes a wide range of international programs to make sure its people are well-developed and motivated.

Do you take part in any volunteering or special programs?

I love motivating and inspiring people. Outside of my work for Citi, I am a qualified life coach. I combine my passion for inspiration with my coaching skills, and I now run monthly “Happiness Booster” sessions for women in our business. I am also a regional ambassador for “Forward Compatibility” and run regular workshops to promote continuous self-development and growth.

Timothy

Timothy

Relationship Manager
Tenure at Citi: Citi: 11 years

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How did you begin a career as a RM?

I started as an auditor but soon felt the daily activities of the job didn’t fit my personality. A friend suggested I consider the role of a relationship manager in personal banking since I tend to enjoy dealing with people.

What does your day-to-day job entail and what do you like most about it?

My daily activities normally start with meetings with asset class specialists about the markets. Then I move on to discussions with clients on the phone or over a meal. I like being able to find the right match and balance between my clients’ needs and the financial markets.

What do you enjoy most about your role?

I enjoy talking to my clients about themselves. Learning about how they first started out as budding entrepreneurs and junior executives or professionals. Hearing about the journey that’s taken them so far. Their success not only helps me better understand them as unique individuals but is also inspiring. It motivates me to achieve the same for myself.

What skills have you gained as part of your job?

Patience and understanding. Not so much with market timing but more so with the many different personalities I work with in our industry.

What advice would you give to someone looking to become a RM?

You don’t need to be the most charismatic and sociable individual to succeed as a RM. That could be a bit of a misconception. It’s more important that you have the tenacity to pick yourself up again and again when you fail because you will likely hit many frustrating roadblocks along the way.

What makes Citi a good place to work?

The people.

Do you take part in any volunteering or special programs?

As part of Citi, I’ve participated in a community program to help teach kids with learning disabilities.

Wang Wan

Wang

Relationship Manager
Tenure at Citi: 9 years

Learn more

How did you begin a career as a RM?

I started as a banking associate for service. I went through two years of rotations as a cash teller, greeter, service banker and a service relationship manager. Eventually, I chose to move to sales. It was a smooth and easy transition for me because I knew Citi’s culture, system and client-facing style. I was a personal banker for one year. Then I became a relationship manager for three years. Today I am a private client relationship manager.

What does your day-to-day job entail and what do you like most about it?

My typical day starts with a morning huddle – we have scheduled days for treasury, investments and insurance updates every week. After the huddles I will sit down and plan my day. I jot down all the things I have to complete and prioritize them depending on their urgency and importance. I will usually have 2-3 appointments arranged daily. I touch base with all my clients frequently to update them on the markets and their portfolios. I really like winning each pitch and the sense of accomplishment with the closing of each transaction.

What do you enjoy most about your role?

The trust and relationship established between clients and myself.

What skills have you gained as part of your job?

The ability to communicate well. Every meeting with the client is very precious and I have to learn to convey complex information in a professional and jargon-free manner. That means tailoring my communication style is extremely important. Over the years, I have learned how to communicate differently to different groups of clients in order to gain their trust. I take pride in delivering a well-structured, accurate and clear proposition.

What advice would you give to someone looking to become a RM?

A relationship manger role has a very steep learning curve. The market is constantly changing and client demands and expectations are increasing. You need to be ready to invest time to understand the markets and establish relationships with hundreds of clients – convincing them to buy into your ideas. It takes a lot of effort, time and perseverance, and the most challenging part of the job is to deal with countless rejections and learning how to overcome them.

What makes Citi a good place to work?

It’s not a cutthroat environment, so we respect each other’s client lists – which means you can focus on the real important things in the daily job. Citi’s attractive compensation package and rewarding benefits are strong factors for me as well.

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