Senior Relationship Officer

Citigroup's story is well known - the first financial services company in the United States to bring together banking, insurance, investments and e-commerce, under one-umbrella. Our major brands are Citibank, CitiFinancial, Primerica, and Salomon Smith Barney. Citigroup's 270,000 employees manage 190 million customer accounts across more than 100 countries. As one of the largest financial services companies in the world, Citigroup is diverse and expansive - globally, ethnically and intellectually. We are proud to be recognized as one of the 100 Best Companies for Working Mothers (Working Mother Magazine) and one of the top US Companies for Asians, Blacks and Hispanics (Fortune Magazine). Citigroup is a company for people who want to make a difference, and who thrive in an environment of change, challenge and competition. Citigroup is an Equal Opportunity Employer M/F/D/V.



This is a sales and relationship management position with primary responsibilities of acquiring affluent customers ($150M-$5MM) range, initially bringing in new assets (client’s AUM) and subsequently servicing and deepening relationship by offering a wide array of financial services (including banking and investments) products according to client needs while protecting the bank and the client by complying with relevant policies, procedures, legal and regulatory framework.

 

?  Create, organize and execute a sales plan designed to acquire off-shore affluent clients ($150M-$5MM). 

?  Determine prospect needs, assess financial status, discuss financial options, identify potential sales opportunity and close the business.

?  Profile and qualify prospective clients, ensuring compliance with legal, regulatory and compliance framework (KYC).

?  Create, organize and implement strategy to deepen relationship with clients.  Offer an array of banking and investment, products to meet client needs.  Continuously, focus on AUM (investment) and footings growth and appropriate asset allocation to meet client needs. 

?  Maintain access and credibility to clients as a trusted financial advisor.

?  Strong contributor to the team work

?  Work closely with investment professionals and assistants of their team

?  Be able to present WM solution for clients

 

 Performs all other duties as assigned.







 



1) 5-7 years (can go up to 10) of Private Banking or Private Client Services Brokerage experience in the Asian Off-Shore Market

2) Currently managing portfolio HNW LA clients of about $60MM-$100MM or more, but will consider candidates experienced with their own portfolio

3) Demonstrated track record of actually growing portfolio and/or developing new business (i.e. sales and business development skills) Interested in working for Citibank Affluent Client Segment

4) Strong Relationship Building Skills with HNW Asian Offshore Clients

5) Securities licensed (preferred)- Series 7, 63, 65 (66), L&H  clean license (preferred)

6) Can travel

7) Strong communications and influencing skills

8) Good knowledge of Investment Products, Asset allocation experience preferred

9) Team work

10) Entrepreneurial skills

11) Strong account acquisition skills

12)Bi-Lingual in English/Mandarin and/or Cantonese