Advisory Head

Whether you’re at the start of your career or looking to discover your next adventure, your story begins here.  At Citi, you’ll have the opportunity to expand your skills and make a difference at one of the world’s most global banks.  We’re fully committed to supporting your growth and development from the start with extensive on-the-job training and exposure to senior leaders, as well as more traditional learning.  You’ll also have the chance to give back and make a positive impact where we live and work through volunteerism.

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