Lifestyle Relationship Manager

At Citi, we get to connect millions of people across hundreds of cities and countries every day. And we've been doing it for more than 200 years. We do this through our unparalleled global network. We provide a broad range of financial services and products to our clients – whether they be consumers, corporations, governments or institutions – to help them meet their biggest opportunities and face the world's toughest challenges.

Shape your Career with Citi

Wealth brings together the full power of Citi to serve the entire continuum of wealth clients, from affluent to ultra-high net worth to family offices. The strategies we create help our clients maintain liquidity while maximizing yields, transact in foreign currency and across borders, and manage fluctuating expenses or cash flow. We are uniquely suited to helping our clients meet their banking needs across regions through our global network.

We’re currently looking for a high caliber 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 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:
• Citi provides programs and services for your physical and mental well-being including access to telehealth options, health advocates, confidential counseling and more. Coverage varies by country.
• 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.
• Citi provides access to an array of learning and development resources to help broaden and deepen your skills and knowledge as your career progresses.
• We have a variety of programs that help employees balance their work and life, including generous paid time off packages.
• We offer our employees resources and tools to volunteer in the communities in which they live and work. In 2019, Citi employee volunteers contributed more than 1 million volunteer hours around the world.

In this role, you’re expected to:

The Client Service Officer is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices. Good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Requires attention to detail when making judgments and recommendations based on the analysis of factual information. Typically deals with variable issues with potentially broader business impact. Applies professional judgment when interpreting data and results. Breaks down information in a systematic and communicable manner. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Moderate but direct impact through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams.
• To act as a single point of contact of selected top-tier discerning cardholders
• To provide proactive and tailored account management. This includes providing exceptional Lifestyle Concierge and account related services (with support from external vendors) to Citi's ultra-high net-worth clients, ensuring clients' needs are met and exceeded (where possible) to deliver a highly memorable and valuable experience
• To work closely with the Affluent Product & Marketing team, Citigold Private Client Relationship Managers and CitiPhone to create a superior product and customer journey for affluent segment together
• To closely connect with Banking segment (Consumer banking and Private banking) to achieve One-Citi spirit and offer One-Citi Wealth Solutions to cardholders
• To liaise, monitor and gate-keeping the lifestyle services provided by external vendors
• To design workflow for assigned projects and initiatives in line with objectives of the company
• 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.
• This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

As a successful candidate, you’d ideally have the following skills and exposure:
• Minimum Degree holder or higher with a minimum of 5 years in servicing affluent customers
• Fluent and articulate in English, Cantonese and Mandarin. Working knowledge of Chinese Dialects, Japanese or European languages will be a plus
• Proficient in MS Word and Excel and the ability to learn new systems quickly
• Outstanding problem solving skills with the ability to resolve complex customer service enquiries in a prompt, courteous and professional manner
• Strong attention to details and administrative capabilities
• An ability to demonstrate strong empowerment and decision-making skills with excellent verbal and written communications
• A good team player, being cooperative and work effectively within the group
• Required to attend events in the evenings and/or weekends
• A flair for creativity and a genuine interest in travelling, fashion, the arts, music, sports, and theatre would be an added advantage
• Ability to understand the lifestyle of affluent segment will be a plus

Working at Citi is far more than just a job. A career with us means joining a family of more than 230,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.

Take the next step in your career, apply for this role 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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