Senior Vice President, Global Family Office (ICS APAC Origination)
Citi
香港 Hong Kong, Unknown, 中国
Full-Time
Competitive
HybridExecutive
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’s wealth business offers a wide range of products and solutions, from investment strategies, to banking and lending, to trust and specialized services. The Wealth business delivers solutions to help meet the wealth needs and aspirations of our affluent and HNW/UHNW clients around the world. Its clients receive customized banking services that crosses borders, including bespoke service as well as access to the best ideas and solutions tailored to their unique needs and aspirations. The business offers a wide range of products and services covering capital markets, managed investments, portfolio management, trust and estate planning, investment finance and banking.
We’re currently looking for a high caliber professional to join our team as Senior Vice President, Global Family Office (ICS APAC Origination) - Hybrid (Internal Job Title: Senior Vice President, Global Family Office (ICS APAC Origination) - C14) 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:
We believe all parents deserve time to adjust to parenthood and bond with the newest members of their families. That’s why in early 2020 we began rolling out our expanded Paid Parental Leave Policy to include Citi employees around the world.
We empower our employees to manage their financial well-being and help them plan for the future.
We have a variety of programs that help employees balance their work and life, including generous paid time off packages.
The candidate is a strategic professional who will be primarily responsible for driving cross division collaboration and business development with focus on APAC region. Excellent communication and interpersonal skills and ability to develop strong working relationships across functional and geographical lines. The candidate is expected to deliver high impact solutions. Furthermore, as an internal champion of complex transactions, this role will require working experience / knowledge of Banking, Markets and CPB departments, to connect-the-dots effectively, with a strategic mindset, to optimally get trades executed. The candidate is expected to be actively engaged in front line client activities, from prospecting to deepening the relationship, from identifying the need of a solution to showcasing our successes on industry panels. Individual will be accountable for significant direct business results that will be accomplished through building internal relationships, especially with senior bankers, to drive deeper relationships with their clients and prospects.
In this role, you’re expected to:
Responsible for driving new introductions and client conversion from the Institutional Divisions (Banking/Markets) to the Wealth division and from the Wealth division to the
Institutional Divisions (Banking/Markets) with focus on APAC region.
Responsible for tracking for reporting purposes and managing revenue share agreements around partnership introductions.
Responsible for maintaining effective controls around privacy information (Wealth) and MNPI (Banking/Markets). This individual will be on the private side with CPB client info, so effective management of information and knowledge of the information barriers is critical.
Actively manage, develop and drive cross divisional cooperation.
Bring a One Citi lens to decision making processes around asks for key clients to deepen relationships and drive better penetration for Citi across multiple divisions.
Identify business opportunities and address the unique needs of specific client segments. Keep abreast of financial industry developments and current global market conditions.
Help manage client education, outreach and coordination with respect to market themes and joint events.
Collaborate with market leadership councils on joint marketing efforts and internal educational programs to ensure broad understanding of the various offerings across the firm.
Together with the broader team, manage and lead the implementation of new institutional level programs to better enable the delivery of a One Citi perspective on deals, offerings, and an overall approach to client coverage.
Together with the broader team, coordinate the setup and completion of other bespoke agreements or arrangements to help drive the client franchise.
Work with management and others on the team globally to ensure that the strategic goals are met.
Oversee sensitive issues both internally and externally in a client friendly manner, managing expectations throughout.
Work in close partnership with control functions such as Legal, Compliance, Market and Credit Risk, Audit, Finance in order to ensure appropriate governance and control infrastructure as well as reporting outputs.
Appropriately assess risk/reward 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 behaviour, conduct and business practices, and escalating, managing and reporting control issues with transparency.
This is a unique and challenging role that provides exposure to clients, to various product and control groups as well as visibility from senior business leaders.
Performance will be based upon business and client growth objectives, and successful partnering with colleagues across the Firm.
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 a successful candidate, you’d ideally have the following skills and exposure:
Bachelor’s Degree required
HKMA Type 1 and 4 license required
10 years of relevant industry experience
Ability to collaborate and work as a team
Strong presentation skills
Previous experience in client facing roles in Banking/Markets or Wealth (both a plus)
Problem solving & change management skills
Ability to think creatively and drive a process that encompasses multiple stakeholders
Ability to use initiative, manage deadlines, coordinate multiple tasks and work to deadlines and targets in an dynamic environment for a segment in continuous evolution
Excellent interpersonal skills and ability to develop strong working relationships across functional and geographical lines
Take the next step in your career, apply for this role at Citi today
https://jobs.citi.com/dei
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
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.
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