Job ref no.: 20240705 (CT3130117-01#0508)
Citi

Branch CAST Sales Executive

Citi

A Citigold customer is a customer who maintains an average account balance in excess of HKD 1,500,000, via deposits, savings or investments through Citibank.

Your Opportunity

To work with both the Acquisition Head and Branch Banking Staff to identify and acquire Citigold new-to-bank customers, as well as upgrading existing Citi Priority customers to Citigold.

Your responsibilities:

  • Identify and solicit new Citigold customers by responding to internal referrals, pro-active business development, and spearheading of marketing events.
  • Completing details for originated accounts and assisting in client onboarding.
  • Working with cross-functional teams to identify new initiatives and products that will help acquire new customers
  • Keeping abreast of current economic trends and capital markets in order to have meaningful discussions with prospects and optimise acquisition effectiveness
  • Deliver consistent and best-in-class customer service
  • Meet the compliance and controls standards set by the Citigroup

You are:
A Team player! You are able to communicate and motivate those around you to deliver the best possible experience for prospective clients.

  • Empathetic and Energetic! You take the time to listen and truly understand your client’s needs, nurturing and building strong relationships with customers. You take ownership and deliver on your promises.
  • Motivated and resilient! You thrive in a fast-paced and target driven environment.

Your experience

  • 2 years’ experience, preferably in the financial services industry
  • Previous experience of acquiring high-net-worth clients (Priority Banking / SME Banking) or prior experience in investment products will be preferred but is not essential.
  • Tertiary degree or equivalent.

Please click Apply Now to submit your application via Citi Recruitment Portal.

Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.

More job information
Job ref no. 20240705 (CT3130117-01#0508)
Salary
Job Function
Industry
Employment Term
  • Full-time
Experience
  • 2 years
Career Level
  • Non-management level
Education
  • Degree