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Citigroup Citigold Acquisition Officer_財富開發專員 in Taiwan

The CGAT Associate 3 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 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 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

Education:

  • High School diploma or equivalent

Citi has entered into an agreement with DBS to acquire its consumer bank in Taiwan which includes credit cards, loans, retail banking, and wealth management. The sale is expected to complete in July 2023 . As this is a role to work in Citi’s consumer bank, the successful candidate will initially be employed by Citi, but on sale completion, their employment will transfer to DBS that will employ Citi’s consumer bank employees, prior to their transfer to DBS.


Job Family Group:

Consumer Sales


Job Family:

Branch Sales


Time Type:

Full time


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 (https://www.citigroup.com/citi/accessibility/application-accessibility.htm) .

View the "EEO is the Law (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/eeopost.pdf) " poster. View the EEO is the Law Supplement (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf) .

View the EEO Policy Statement (http://citi.com/citi/diversity/assets/pdf/eeo_aa_policy.pdf) .

View the Pay Transparency Posting (https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf)

Citi is an equal opportunity and affirmative action employer.

Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

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