Associate Banker - Hong Kong Team
Core
Support a Banker in client acquisition, relationship management, and deal execution for ultra-high net worth individuals in the Private Bank.
Role type
Associate Banker (Intermediate)
Builds
Sales strategies, client pipelines, and account documentation for Citi Private Bank clients.
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
Investment knowledge, prospecting, client profiling, KYC/AML compliance, risk assessment, data analysis, Cantonese fluency, English fluency
Preferred skills
Banking and credit products knowledge
Technologies
Data analysis tools
Responsibilities
Assist in creating sales and marketing strategies for revenue growth; conduct prospect research and networking; profile and convert prospects into clients; organize client meetings and maintain call records; deepen existing client relationships through analysis; provide revenue tracking and pipeline reports; support account opening/closing and loan disbursals; solve complex client inquiries; ensure KYC/AML documentation compliance; assess risk in business decisions.