Citi’s Lifestyle Relationship Maestro: Transforming Connections into Experiences

At Citi, we connect millions of individuals across numerous cities and nations every day.  We’ve been doing this for over 200 years.  We accomplish this through our unmatched global network.  We offer an extensive array of financial services and products to our clients—be they consumers, corporations, governments, or institutions—to assist them in seizing their greatest opportunities and tackling the most formidable challenges in the world.

Shape Your Future with Citi

Wealth unites the complete capabilities of Citi to cater to the entire spectrum of wealth clients, from affluent to ultra-high net worth individuals and family offices.  The strategies we devise empower our clients to sustain liquidity while optimizing returns, engage in foreign currency transactions and cross-border dealings, and handle varying expenses or cash flow.  Our unique position enables us to assist our clients in fulfilling their banking requirements across different regions through our global platform.

We are actively seeking a highly skilled professional to join our team as Lifestyle Relationship Manager (Internal Job Title: Client Service Officer – C10 – C12) based in Hong Kong.  Being part of our team means we’ll furnish you with the tools to address your specific requirements, grant you the authority to make sound decisions, and oversee your financial health in order to prepare for your future.  For example:

• Citi offers programs and resources for your physical and mental wellness, including access to telehealth options, health advocates, confidential counseling, and more. Coverage varies by region.

• We believe that all parents deserve time to acclimate to parenthood and forge bonds with the newest members of their families. That’s why, in early 2020, we commenced the rollout of our enhanced Paid Parental Leave Policy to encompass Citi employees around the globe.

• We empower our staff to oversee their financial well-being and assist them in preparing for the future.

• Citi provides access to a variety of educational and development resources to help expand and deepen your skills and knowledge as your career progresses.

• We have an assortment of initiatives that assist employees in balancing their work and personal life, including generous paid time off packages.

• We equip our employees with resources and tools to actively participate in the communities where they live and work. In 2019, Citi employee volunteers contributed over 1 million hours of service globally.

In this capacity, you are expected to:

The Client Service Officer is an evolving professional role. Handles most issues independently and has some freedom to tackle complex challenges. Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices. Possesses a good understanding of how the team and area collaborate with others to meet the objectives of the subfunction/job family. Utilizes analytical thinking and knowledge of data analysis tools and methodologies. Requires meticulous attention to detail when making judgments and recommendations based on factual information analysis. Typically deals with varied issues with potentially broader business implications. Applies professional discretion when interpreting data and results. Presents information in a systematic and comprehensible manner. Well-developed communication and diplomacy skills are essential to exchange potentially complex and sensitive information. Moderate yet direct impact through close interaction with the businesses’ core activities. The quality and punctuality of service provided will influence the effectiveness of both their own team and related teams.

• To serve as a single point of contact for selected high-end discerning cardholders

• To offer proactive and personalized account management. This entails delivering exceptional Lifestyle Concierge and account-related services (with assistance from external vendors) to Citi’s ultra-high net-worth clients, ensuring that clients’ needs are met and exceeded where possible to provide a highly memorable and valuable experience

• To collaborate closely with the Affluent Product & Marketing team, Citigold Private Client Relationship Managers, and CitiPhone to craft a superior product and customer journey for the affluent segment collectively

• To closely collaborate with the Banking segment (Consumer banking and Private banking) to achieve the One-Citi spirit and offer One-Citi Wealth Solutions to cardholders

• To coordinate, supervise, and oversee the lifestyle services provided by external vendors

• To design workflows for assigned projects and initiatives consistent with the company’s objectives

• To appropriately assess risk when making business decisions, demonstrating particular attention to the firm’s reputation and the safeguarding of Citigroup, its clients, and assets, by driving compliance with applicable laws, rules, and regulations, adhering to Policy, exercising sound ethical judgment regarding personal behavior, conduct, and business practices, and escalating, managing, and reporting control issues with transparency.

• This job description provides a high-level overview of the types of work undertaken. Other related duties may be allocated as required.

As an ideal candidate, you would preferably possess the following skills and experiences:

• Minimum Degree holder or higher with at least 5 years of experience in servicing affluent clients

• Fluent and articulate in English, Cantonese, and Mandarin. Familiarity with Chinese Dialects, Japanese, or European languages will be an asset

• Proficient in MS Word and Excel with the ability to adapt to new systems swiftly

• Exceptional problem-solving skills with the capability of addressing intricate customer service inquiries promptly, courteously, and professionally

• Strong attention to detail and strong organizational skills

• Demonstrated strong empowerment and decision-making abilities along with excellent verbal and written communication skills

• A good team player, cooperative, and effective within the group

• Willingness to attend events in the evenings and/or weekends

• A tendency for creativity and a genuine interest in traveling, fashion, the arts, music, sports, and theater would be an advantage

• Ability to comprehend the lifestyle of affluent individuals will be a bonus

Working at Citi presents far more than a mere job. A career with us signifies joining a family of over 230,000 dedicated individuals worldwide. At Citi, you’ll encounter opportunities to develop your career, contribute back to your community, and create a tangible impact.

Take the next step in your career, apply for this position at Citi today

https://jobs.citi.com/dei

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Job Family Group:

Private Client Coverage

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Job Family:

Client Services

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Time Type:

Full time

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Citi is an equal opportunity and affirmative action employer.

Eligible candidates will be considered regardless of their race, color, faith, gender, sexual preference, gender identity, national origin, disability, or status as a protected veteran.

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