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Citigold Relationship Manager_財富管理專員

Taipei, Taiwan

Job Req ID 21277461
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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


Citigold Relationship Manager_財富管理專員


Job Description

The Relationship Associate performs relatively complex assignments. Has direct impact on the business by ensuring the quality of the tasks or services provided. Works under little to no direct supervision. May service an expansive and/or diverse array of products/services. Applies working knowledge of technical and professional principles and concepts and in depth knowledge of team objectives. Understands how assigned duties contribute to the work of the team/unit and how the units coordinate their efforts and resources to achieve the objectives of the function. Ensures the quality and service of self and others. May recommend new options to enhance productivity in accordance with guidelines. Requires tact and diplomacy when exchanging complex or sensitive information with others. Is sensitive to audience diversity. Basic knowledge of the organization, the business and its policies required. Typically responsible for resolving basic to moderately complex problems based on practice and precedence. Able to assess applicability of similar experiences and evaluate options under circumstances not covered by procedures.



On a daily basis, a Citigold Relationship Manager will be responsible for the following

1. 積極的以親訪或電話方式開發/維護客戶關係,並提前預測客戶需求、評估客戶風險、開發潛在新客戶

  • Actively calling on clients to deepen relationships with affluent clients and proactively owning, responding to and anticipating any future needs, challenges or risks

2. 發掘客戶潛在需求及期望

  • Uncovering customers’ underlying needs and expectations

3. 提供多元且國際化的金融投資商品,且以完整的資產配置分析,為客戶量身打造專業客製化的財富管理規劃。

  • Introducing a wide range of investment, wealth management and treasury products to assist clients in building and strengthening an effective portfolio

4. 積極提供有關股票、債券、市場條件、投資前途及財務狀況等金融投資商品與國際金融市場之資訊以提升顧客體驗

  • Delivering superior customer experience by proactive sharing markets updates, trend and intelligence

5. 與產品部門合作,為客戶打造客製化解決方案

  • Partnering with product specialists and subject matter experts across the bank to struc-ture customized solutions that meet clients’ unique needs

6. 具有前瞻性,提供差異化的服務為花旗提升競爭力

  • Being forward thinking and planning ahead for ways Citi can differentiate itself from com-petitors

7. 整合知識與資源以實現花旗共同的業務目標

  • Leveraging the expertise and capabilities of other Citi businesses to better achieve mutu-al business goals together

8. 推動創新的解決方案給客戶以進一步發展相關業務。

  • Driving innovation on the solutions we provide clients and further developing our business

9. 經營客戶關係以建立新的客戶聯繫。

  • Networking with clients in order to create new business contacts


A successful Citigold Relationship Manager has these skills


  • A good understanding of their role as a key builder and protector of the strong GCB culture that enables our teams to deliver remarkable experiences to clients


  • Sound knowledge on banking, wealth management and investment products and pro-cess as well as a track record of providing sound banking and financial advice and solution to clients


  • An optimistic and proactive approach to finding new opportunities for clients, delivers a simple, secure and seamless client experience


  • Strong financial and analytic skills, and the resilience to quickly adapt priorities based on the latest data insights


  • Ability to embrace new technology and understand the role digitization plays in the experience we deliver for our clients


Typically, someone in this role has the following experience


  • A minimum of two years’ relationship management experience in retail banking industry


  • University graduate in finance, economics, engineering or related disciplines, with a strong interest in treasury products

擁有Chartered Financial Analyst (CFA)、Certified Financial Planner (CFP)、Certified Financial Marketing Planner (CFMP)、Qualified Financial Risk Manager (FRM)資格為佳

  • Chartered Financial Analyst (“CFA”), Certified Financial Planner (“CFP”) or Certified Financial Marketing Planner (“CFMP”) is preferable, Qualified Financial Risk Manager ("FRM") is an advantage


  • Achievement and result-oriented, with an aim to excel himself/herself


  • Mature, independent, with excellent communication and relationship building skills
  • A self-starter with passion, confidence and good team spirit

所需之相關認證包含信託業業務人員信託業務專業測驗(信託法規乙科), 投信投顧相關法規(含自律規範),衍生性金融商品銷售人員

  • Certification of Proficiency Test for Trust Operations Personnel, Investment Trust and Consulting Regulations (including Self-disciplinary Rules), and Financial Derivatives Sales Personnel are required


l   二擇一信託業業務人員 / 信託業務專業測驗(信託法規乙科)

l   三擇一: 投信投顧業務員、投信投顧相關法規(含自律規範)、證券商高級業務員

l   二擇一:衍生性金融商品銷售人員資格測驗、結構型商品銷售人員資格測驗

l   金融市場常識與職業道德 (若為2006年後考取信託業務、人身保險/投資型保險需具備)

HR 王小姐

Phone: 02-2182-3506


Citi has entered into an agreement with DBS to acquire its consumer bank in Taiwan which includes credit cards, loans, retail banking, and wealth management. The sale is expected to complete in July 2023 . As this is a role to work in Citi’s consumer bank, the successful candidate will initially be employed by Citi, but on sale completion, their employment will transfer to DBS that will employ Citi’s consumer bank employees, prior to their transfer to DBS.


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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View the EEO Policy Statement.

View the Pay Transparency Posting

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  • Join our team
    of 220,000+
    strong diverse employees

  • Socially minded employees volunteering in communities across 90 countries

  • Meaningful career opportunities thanks to a physical presence in over 95 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



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.



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


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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