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COVID-19:

우리 동료들과 지원자들의 건강은 우리의 최우선 순위입니다. 따라서 Citi는 COVID-19 상황을 면밀히 모니터링하고 있습니다. 우리는 추후 공지가 있을 때까지, 임시적으로 모든 후보자 인터뷰를 가상으로 실시하는 것을 포함하여 전 세계적으로 회사 전체에 예방 조치를 구현하였습니다.

Citigold Acquisition Officer_ 財富服務開發專員_中南部地區

직무 ID 21300652 기본 근무지 Taiwan; 채용 범주 Private Client Coverage
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The Relationship Associate performs a variety of assignments with limited complexity. Most of the impact is related to the accuracy of tasks performed. Works under general supervision and established procedures. May service a range of products/services. Applies detailed knowledge of a wide range of specialized administrative/technical skills. Understands how duties relate/integrate with others in the team/unit. Exchanges moderately complex information with others. Basic knowledge of the organization and its policies required. Applies experience and simple judgment to make decisions within defined options or standard protocols – follows through on issues. Able to evaluate and select the correct solution in order to complete the task at hand.

Responsibilities:

  • Responsible for providing a remarkable client experience and deepening relationships of Private Bank clients.
  • Assist in providing potential solutions to a client’s complex financial needs.
  • Profile clients to understand banking needs
  • Provide exceptional service and identify needs
  • Deepen client relationships through product and service solutions
  • Educate clients on Citi’s capabilities
  • Offer access to Citi professionals to provide enhanced solutions & build a portfolio of enhanced clients
  • Serve as the primary point of contact, responsible for retail sales, service and client experience for Citigold ‘Service’ clients Sales
  • Conduct banking discussions with clients to understand client needs; clearly create, communicate, and execute solutions
  • Identify new business, build and deepen relationships to gain incremental wallet share, and cross sell opportunities within the assigned portfolio
  • Ensure productivity, service and client satisfaction indicators are above the minimum defined standard
  • Refer opportunities to segment partners where appropriate
  • Take ownership of the client experience
  • Ensure client’s documentation and information is up to date and complete according to the regulatory requirements. Follow up on documentary exceptions until they are regularized.
  • Ensure full accomplishment of all risk, compliance and control policies and procedures for the assigned portfolio and the unit (i.e. KYCs, AML alerts, EUDD, COB, MCA, etc.).
  • 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.

Qualifications:

  • 1 year relevant experience
  • Positive spirit, energetic and enthusiastic Experience financial services with a strong knowledge of banking and credit products Ability to establish relationships and partner effectively with other departments or businesses within Citi including sale
  • Knowledge of Citi’s products and services including features and benefits of product packages, fee structures, etc. Knowledge and understanding of global, regional and local sales and service end-to-end processes including policies and procedures (accou

Education:

  • High School diploma or equivalent

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Job Family Group:

Private Client Coverage

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Job Family:

Client Services

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Time Type:

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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.

View the "EEO is the Law" poster. View the EEO is the Law Supplement.

View the EEO Policy Statement.

View the Pay Transparency Posting

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  • 22만 명 이상의 유능하고 다양한 직원으로 구성된 Citi 팀에 합류하십시오

  • 90개 국가의 공동체에서 자원봉사를 행하는 사회적 책임감을 가진 직원들

  • 95개 이상의 시장에 실제로 존재하는 의미 있는 채용 기회

우리는 모든 개인을 포용하고 다양한 관점을 장려하여, 귀하가 영향력을 생성하고 경력을 성장시킬 수 있는 문화를 조성합니다. Citi는 높은 수준의 전문성 기준, 굳건한 성실성과 관대함, 지적 호기심 및 엄격함을 보여주는 동료를 소중하게 생각합니다. 우리는 귀하가 씨티에서 경력을 쌓는다는 일이 가진 중요성을 인식하며, 귀하의 헌신에 대하여 우리도 마찬가지로 노력할 것을 약속 드립니다

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