Citigold 国际个人银行客户经理
Core
Manage Citigold high-net-worth individual accounts, drive product adoption, and deliver wealth management solutions to meet diverse investment needs.
Role type
Senior Relationship Banker (Private Client)
Builds
Personalized wealth management portfolios and client engagement programs for high-net-worth individuals
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Relationship building, sales, financial product knowledge, risk assessment, compliance adherence, client acquisition
Preferred skills
Multilingual communication (Mandarin, English, Cantonese), activity organization
Technologies
N/A
Responsibilities
Review client needs and suggest diversified product configurations, maintain account performance metrics and product penetration, conduct risk analysis and wealth planning, organize client events, acquire new Citigold clients, ensure KYC/AML compliance
Seniority
Mid-Senior, hands-on IC