CPC Senior Relationship Manager – HK desk – C14
Citi Brasil
Londres, Reino Unido
2d ago

Identify opportunities to acquire new to bank HNW clients by way of referrals from Citibank entities or Direct Acquisition from the markets (subject to market environment), ideally generate inflows of at minimum USD 50MM annually and manage a portfolio of between 150+ HNW who hold total AUMs not less USD 250MM.

All activities must be conducted in compliance with applicable rules and regulations. The position will be based in the London Office and the candidate will need to travel to meet clients face to face.

Job Background / context :

Citi International Personal Bank is the preferred centre in EMEA for the provision of International Expatriate Banking and International Wealth Management for clients who wish to hold a proportion of their wealth outside the country they reside in.

This role involves servicing the needs of Affluent and HNWI clients, reporting to a Sales Head.

Close co-ordination is required with referral markets other functions within Citi IPB. Other key relationships include Marketing and Products, Legal and Compliance.

Regular interfaces with Support and Service, Operations and Credit.

The business of Offshore Investments and Banking is heavily regulated, all activities to attain objectives must be carried out in accordance with both internal and external regulations and controls.

Key Responsibilities :

Establishing strong relationship with the onshore business and close working relationship with referral markets

Generate AUM growth and revenue streams that will ensure delivery of the financial plan and achievement of the business objectives through effective client acquisition, cross sell of wealth management and investment products to local Citibank clients and their own existing portfolio.

In so doing, over-achieve against set targets via :

Source new target market clients that support the attainment of business objectives and targets and acquire / update and apply product knowledge to satisfy prospect and client financial and investment needs

Maintaining the highest possible standards of investment advice for their clients in line with Citi IPB sales processes through pre-agreed calling and contact schedule.

Taking responsibility to build relationships with key clients and influencers inside the referral businesses, instilling a sense of teamwork and pro-activity, and work closely with covered regions / countries to increase the client database through sourcing new client referrals.

Adherence to a robust control environment within which staff carry out their duties, ensuring effective self-monitoring of activities that will satisfy internal control standards and ensure compliance with all external regulatory requirements in all aspects of work.

Responsibility for ownership of KYC(Know Your Customer) for the client base, e.g. completeness of account opening documentation, timely completion of Enhanced Due Diligence of customers.

Close co-ordination is required with other internal departments to ensure delivery of plan including : Legal, Compliance and Control, O and T, Relationship / Administration Services, Booking Centres, Investment Sales Quality and Control, Operations, Finance, Product, Marketing, Risk Management, and BISO.

Take responsibility to build relationships with key clients and influencers that can enhance the future opportunities of the business and generate incremental revenue streams for team members, by exploring and closing out new business opportunities / channels / networks.

Ensure achievement of the elements of the financial plan within their direct control as well as influencing and agreeing to the goals set in terms of client AUM growth, cross sales of investment products (volume and value), retention of funds and clients.

Development Value :

In this role an experienced financial services sales person will deepen their client relationship and sales skills for maximum financial impact and, depending on their experience related to Offshore and International Wealth Management, increase their knowledge of both the products and the sales processes involved in cross-border financial services sales.

Future roles hereafter could be Sales Head, Support and Service Head, Portfolio Counsellor or Product Management

Knowledge / Experience :

Must have demonstrated success in a wealth management sales background within a financial services company

An ability to manage a portfolio, maximise revenues in a regulated environment and source new business through their own initiative

Strong knowledge of financial products and services, financial markets and economic environments

Good knowledge of respective operational and regulatory environment as well as cultural understanding of referral market

Skills :

Strong negotiating and influencing skills

Good presentations and networking skills

Cantonese language is a requirement, Mandarin is a plus

Communication skills (both oral and written) in English

Developed client service and sales skills as well as being a good organiser of both own and others time

Qualifications :

University degree in a related area, preferably post-graduate qualifications in Finance or Economics or MBA graduate

Full FCA qualifications with a minimum standard of IMC or IAD

CFA is a plus

Threshold Competency can be demonstrated and evidenced

Exceptional candidates who do not meet these criteria may be considered for the role provided they have the necessary skills and experience.

Candidates who do not meet the FCA and other required qualifications must demonstrate willingness to complete required assessments successfully within a specified time period.

Competencies : Focus on People :

Focus on People :

  • Influencing and Persuasiveness
  • Building Relationships
  • Focus on Business and Results

  • Decision Making and Judgement
  • Commercial Awareness
  • Client Focus
  • Drive and Determination
  • Planning and Organizing
  • Exceptional candidates who do not meet these criteria may be considered for the role provided they have the necessary skills and experience.

    Valuing Diversity : Demonstrates an appreciation of a diverse workforce. Appreciates differences in style or perspective or perspective and uses differences to add value to decisions or actions and organizational success.

    Job Family Group :

    Private Client Coverage

    Job Family : Relationship Banker

    Time Type :

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