29 Trainee Banker jobs in Hong Kong
Private Banker - China Team
Posted 10 days ago
Job Viewed
Job Description
Join to apply for the Private Banker - China Team role at Citi
Join to apply for the Private Banker - China Team role at Citi
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
Citi Global Wealth (CGW) 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. Our Citi Private Bank (CPB) is dedicated to serving the world’s wealthiest individuals and their families. From 52 locations across 20 countries, we offer our services to more than 14,000 ultra-high net worth clients from nearly 100 nations. Our clients include entrepreneurs, business leaders, executives, their heirs and families, whom we offer customized services to help protect and responsibly grow their wealth. Our unique approach focuses on fewer, larger and more sophisticated clients with an average net worth above $100 million.
We’re currently looking for high caliber professionals to join our Citi Private Bank team 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 empower our employees to manage their financial well-being and help them plan for the future
- We provide access to an array of learning and development resources to help broaden and deepen your skills and knowledge as your career progresses
- Actively identify prospects and establish contact with them/convert prospects into clients
- Demonstrate an in-depth understanding of clients’ businesses and sources of wealth generation.
- Anticipate events in a client’s life and business which have significant financial implications
- Build relationships with client families that cross generations to establish long-term connections to the Citi Private Bank
- Maintain full understanding of client goals and risk tolerance to ensure that financial strategies are appropriate
- Uncover needs that are not articulated or clearly expressed by the client
- Bring together the product experts to develop long-term solutions to strengthen relationships with the firm
- Help clients achieve broad financial/investment goals related to the creation and management of wealth
- Establish a referral network and gain introductions to potential clients which generate new sales
- Close the deal, making concessions that are appropriate and in line with the fundamental interests of the Citi Private Bank
- Establish credibility and trust with all Citi Private Bank colleagues, maintaining the highest standards of personal and professional integrity
- Flag and report illegal or improper transactions, complying with all regulatory policies and control procedures regarding client acceptability
- 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.
- University degree holder with extensive and proven experience in Private Banking having covered the ultra high net worth market
- Extensive experience in working with and/or leading client teams and transactions
- Demonstrated track record in relationship selling
- Be a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business
- Strong commercial awareness
- Developed communication and diplomacy skills to guide, influence and convince others, in particular colleagues in other areas and external customers
Take the next step in your career, apply for this role at Citi today.
---
Job Family Group:
Private Client Coverage
---
Job Family:
Private Banker
---
Time Type:
---
Most Relevant Skills
Please see the requirements listed above.
---
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
---
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
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 Citi’s EEO Policy Statement and the Know Your Rights poster. Seniority level
- Seniority level Not Applicable
- Employment type Full-time
- Job function Finance and Sales
- Industries Banking, Financial Services, and Investment Banking
Referrals increase your chances of interviewing at Citi by 2x
Get notified about new Private Banker jobs in Hong Kong, Hong Kong SAR .
Junior Relationship Manager, Corporate Banking (Ref.: CV_CBD_JRM) Private Wealth Management Asia, Relationship Manager, Greater China Team Private Bank Relationship Manager- Wealth Management (Hong Kong) Senior Relationship Manager, Corporate Banking (Large Corporate) Relationship Manager, Asia-Pacific Region Corporate FinanceShenzhen, Guangdong, China CN¥20,000.00-CN¥30,000.00 1 year ago
Investment Counsellor - Global Private Banking Associate Relationship Manager (Hong Kong) Assistant Relationship Manager (Corporate Banking) (Assistant / Deputy) Relationship Manager (Commercial Banking) Relationship Manager / Senior Relationship Manager, Corporate Banking Senior Relationship Manager (Global Banking / Commercial Banking)We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-LjbffrPrivate Banker - China Team

Posted 25 days ago
Job Viewed
Job Description
**Shape your Career with Citi**
**Citi Global Wealth (CGW)** 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. Our **Citi Private Bank (CPB)** is dedicated to serving the world's wealthiest individuals and their families. From 52 locations across 20 countries, we offer our services to more than 14,000 ultra-high net worth clients from nearly 100 nations. Our clients include entrepreneurs, business leaders, executives, their heirs and families, whom we offer customized services to help protect and responsibly grow their wealth. Our unique approach focuses on fewer, larger and more sophisticated clients with an average net worth above $100 million.
We're currently looking for high caliber professionals to join our Citi Private Bank team 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 empower our employees to manage their financial well-being and help them plan for the future
+ We provide access to an array of learning and development resources to help broaden and deepen your skills and knowledge as your career progresses
**In this role, you're expected to:**
+ Actively identify prospects and establish contact with them/convert prospects into clients
+ Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation.
+ Anticipate events in a client's life and business which have significant financial implications
+ Build relationships with client families that cross generations to establish long-term connections to the Citi Private Bank
+ Maintain full understanding of client goals and risk tolerance to ensure that financial strategies are appropriate
+ Uncover needs that are not articulated or clearly expressed by the client
+ Bring together the product experts to develop long-term solutions to strengthen relationships with the firm
+ Help clients achieve broad financial/investment goals related to the creation and management of wealth
+ Establish a referral network and gain introductions to potential clients which generate new sales
+ Close the deal, making concessions that are appropriate and in line with the fundamental interests of the Citi Private Bank
+ Establish credibility and trust with all Citi Private Bank colleagues, maintaining the highest standards of personal and professional integrity
+ Flag and report illegal or improper transactions, complying with all regulatory policies and control procedures regarding client acceptability
+ 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:**
+ University degree holder with extensive and proven experience in Private Banking having covered the ultra high net worth market
+ Extensive experience in working with and/or leading client teams and transactions
+ Demonstrated track record in relationship selling
+ Be a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business
+ Strong commercial awareness
+ Developed communication and diplomacy skills to guide, influence and convince others, in particular colleagues in other areas and external customers
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.**
_ Family Group:**
Private Client Coverage
---
**Job Family:**
Private Banker
---
**Time Type:**
---
**Most Relevant Skills**
Please see the requirements listed above.
---
**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
---
_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_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 Citi's_ _EEO Policy Statement ( _and the_ _Know Your Rights ( _poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
Private Banker - China Team
Posted 3 days ago
Job Viewed
Job Description
Join to apply for the Private Banker - China Team role at Citi
Join to apply for the Private Banker - China Team role at Citi
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
Citi Global Wealth (CGW) 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. Our Citi Private Bank (CPB) is dedicated to serving the world’s wealthiest individuals and their families. From 52 locations across 20 countries, we offer our services to more than 14,000 ultra-high net worth clients from nearly 100 nations. Our clients include entrepreneurs, business leaders, executives, their heirs and families, whom we offer customized services to help protect and responsibly grow their wealth. Our unique approach focuses on fewer, larger and more sophisticated clients with an average net worth above $100 million.
We’re currently looking for high caliber professionals to join our Citi Private Bank team 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 empower our employees to manage their financial well-being and help them plan for the future
- We provide access to an array of learning and development resources to help broaden and deepen your skills and knowledge as your career progresses
- Actively identify prospects and establish contact with them/convert prospects into clients
- Demonstrate an in-depth understanding of clients’ businesses and sources of wealth generation.
- Anticipate events in a client’s life and business which have significant financial implications
- Build relationships with client families that cross generations to establish long-term connections to the Citi Private Bank
- Maintain full understanding of client goals and risk tolerance to ensure that financial strategies are appropriate
- Uncover needs that are not articulated or clearly expressed by the client
- Bring together the product experts to develop long-term solutions to strengthen relationships with the firm
- Help clients achieve broad financial/investment goals related to the creation and management of wealth
- Establish a referral network and gain introductions to potential clients which generate new sales
- Close the deal, making concessions that are appropriate and in line with the fundamental interests of the Citi Private Bank
- Establish credibility and trust with all Citi Private Bank colleagues, maintaining the highest standards of personal and professional integrity
- Flag and report illegal or improper transactions, complying with all regulatory policies and control procedures regarding client acceptability
- 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.
- University degree holder with extensive and proven experience in Private Banking having covered the ultra high net worth market
- Extensive experience in working with and/or leading client teams and transactions
- Demonstrated track record in relationship selling
- Be a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business
- Strong commercial awareness
- Developed communication and diplomacy skills to guide, influence and convince others, in particular colleagues in other areas and external customers
Take the next step in your career, apply for this role at Citi today.
Family Group:
Private Client Coverage
---
Job Family:
Private Banker
---
Time Type:
---
Most Relevant Skills
Please see the requirements listed above.
---
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
---
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
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 Citi’s EEO Policy Statement and the Know Your Rights poster. Seniority level
- Seniority level Not Applicable
- Employment type Full-time
- Job function Finance and Sales
- Industries Banking, Financial Services, and Investment Banking
Referrals increase your chances of interviewing at Citi by 2x
Get notified about new Private Banker jobs in Hong Kong, Hong Kong SAR .
Junior Relationship Manager, Corporate Banking (Ref.: CV_CBD_JRM) Private Wealth Management Asia, Relationship Manager, Greater China Team Private Bank Relationship Manager- Wealth Management (Hong Kong) Senior Relationship Manager, Corporate Banking (Large Corporate) Relationship Manager, Asia-Pacific Region Corporate FinanceShenzhen, Guangdong, China CN¥20,000.00-CN¥30,000.00 1 year ago
Investment Counsellor - Global Private Banking Associate Relationship Manager (Hong Kong) Assistant Relationship Manager (Corporate Banking) (Assistant / Deputy) Relationship Manager (Commercial Banking) Relationship Manager / Senior Relationship Manager, Corporate Banking Senior Relationship Manager (Global Banking / Commercial Banking)We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-LjbffrDirector, Private Banker - Private Banking
Posted 1 day ago
Job Viewed
Job Description
2 days ago Be among the first 25 applicants
Get AI-powered advice on this job and more exclusive features.
Direct message the job poster from The Bank of East Asia (BEA)
Talent Acquisition I Bringing Talents to The Bank of East AsiaResponsibilities
- Be a team member of Private Banking Department
- Responsible for identifying, developing and maintaining major client relationships and advising them on investments according to their requirements after assessing their needs, desires and risk profiles
- Conduct regular review on clients' accounts and portfolios
- Ensure that all the established procedures and compliance guidelines including relevant code of conduct and banking practice relating to Private Banking and securities services are strictly compiled
Requirements
- University graduate, with a minimum of 8 years' relevant experience and proven track record in banking (preferably private banking), credit and marketing
- Passed the Hong Kong Securities Institute Licensing Examination
- HKIB qualification (Certified Private Wealth Professional (CPWP)) is highly preferred
- Good knowledge of credit, risk control and investment products
- A team player with good marketing, leadership and interpersonal skills
- Strong presentation and communication skills
- Proficiency in both spoken and written English and Chinese, Putonghua an advantage
Our Private Banking Awards & Recognitions
- Euromoney Private Banking awards – 2025
- Asian Private Banker Awards for Distinction – 2024
- (1) Highly Commended Private Bank – Hong Kong HNW
- (2) Highly Commended Private Bank – Next Generation Services
Personal data provided by job applicants will be used for recruitment purposes only and will be treated in accordance with the Bank's Personal Information Collection (Employees) Statement and Privacy Policy Statement. Applicants who are not invited for interviews within six weeks may consider their applications unsuccessful and the personal data collected will be destroyed after 1 year.
Seniority level- Seniority level Director
- Employment type Full-time
- Job function Business Development
- Industries Banking and Investment Banking
Referrals increase your chances of interviewing at The Bank of East Asia (BEA) by 2x
Get notified about new Director Private Banking jobs in Hong Kong, Hong Kong SAR .
Director, Process & Change Delivery, Private Banking SVP/ED, Team Head, Know Your Customer, Private Banking Associate / Vice President, Insurance Team, Wealth Management and Brokerage MD - Investment Advisory, Private Banking, GCNA Institutional Business Development (Manager / Senior Manager / Director) Multi-properties Director of Business Development - Luxury Travel Director, Business Development, CLSA Fund Services Real Estate, Business Development Director (Based in Cambodia) Business Development Director, North Asia Outbound Client Service Manager - Private Banking and Trust Services (HK) Assistant Client Service Manager - Private Banking Department (HK) APAC Business Development Manager/DirectorWe’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-LjbffrPrivate Banker - Hong Kong Team
Posted 10 days ago
Job Viewed
Job Description
Join to apply for the Private Banker - Hong Kong Team role at Citi
Join to apply for the Private Banker - Hong Kong Team role at Citi
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
Citi Global Wealth (CGW) 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. Our Citi Private Bank (CPB) is dedicated to serving the world’s wealthiest individuals and their families. From 52 locations across 20 countries, we offer our services to more than 14,000 ultra-high net worth clients from nearly 100 nations. Our clients include entrepreneurs, business leaders, executives, their heirs and families, whom we offer customized services to help protect and responsibly grow their wealth. Our unique approach focuses on fewer, larger and more sophisticated clients with an average net worth above $100 million.
We’re currently looking for high caliber professionals to join our Citi Private Bank team 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 empower our employees to manage their financial well-being and help them plan for the future
- We provide access to an array of learning and development resources to help broaden and deepen your skills and knowledge as your career progresses
- Actively identify prospects and establish contact with them/convert prospects into clients
- Demonstrate an in-depth understanding of clients’ businesses and sources of wealth generation.
- Anticipate events in a client’s life and business which have significant financial implications
- Build relationships with client families that cross generations to establish long-term connections to the Citi Private Bank
- Maintain full understanding of client goals and risk tolerance to ensure that financial strategies are appropriate
- Uncover needs that are not articulated or clearly expressed by the client
- Bring together the product experts to develop long-term solutions to strengthen relationships with the firm
- Help clients achieve broad financial/investment goals related to the creation and management of wealth
- Establish a referral network and gain introductions to potential clients which generate new sales
- Close the deal, making concessions that are appropriate and in line with the fundamental interests of the Citi Private Bank
- Establish credibility and trust with all Citi Private Bank colleagues, maintaining the highest standards of personal and professional integrity
- Flag and report illegal or improper transactions, complying with all regulatory policies and control procedures regarding client acceptability
- 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.
- University degree holder with extensive and proven experience in Private Banking having covered the ultra high net worth market
- Extensive experience in working with and/or leading client teams and transactions
- Demonstrated track record in relationship selling
- Be a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business
- Strong commercial awareness
- Developed communication and diplomacy skills to guide, influence and convince others, in particular colleagues in other areas and external customers
Take the next step in your career, apply for this role at Citi today.
---
Job Family Group:
Private Client Coverage
---
Job Family:
Private Banker
---
Time Type:
---
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 Seniority level
- Seniority level Not Applicable
- Employment type Full-time
- Job function Finance and Sales
- Industries Banking, Financial Services, and Investment Banking
Referrals increase your chances of interviewing at Citi by 2x
Get notified about new Private Banker jobs in Hong Kong, Hong Kong SAR .
Junior Relationship Manager, Corporate Banking (Ref.: CV_CBD_JRM) Private Wealth Management Asia, Relationship Manager, Greater China Team Private Bank Relationship Manager- Wealth Management (Hong Kong) Senior Relationship Manager, Corporate Banking (Large Corporate) Relationship Manager, Asia-Pacific Region Corporate FinanceShenzhen, Guangdong, China CN¥20,000.00-CN¥30,000.00 1 year ago
Associate Relationship Manager (Hong Kong) Investment Counsellor - Global Private Banking Multi Family Office - Wealth Manager - Private Banker (Assistant / Deputy) Relationship Manager (Commercial Banking) Assistant Relationship Manager (Corporate Banking) Relationship Manager / Senior Relationship Manager, Corporate Banking Senior Relationship Manager (Global Banking / Commercial Banking)We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-LjbffrCitigold Private Client (CPC) Banker
Posted 10 days ago
Job Viewed
Job Description
Citi Kowloon City District, Hong Kong SAR
Join or sign in to find your next jobJoin to apply for the Citigold Private Client (CPC) Banker role at Citi
Citi Kowloon City District, Hong Kong SAR
2 weeks ago Be among the first 25 applicants
Join to apply for the Citigold Private Client (CPC) Banker role at Citi
Get AI-powered advice on this job and more exclusive features.
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.
The CPC Banker is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual.
Responsibilities:
- Client Account Management
- Review CPC customer needs and asset allocation, pro-actively engage with the customer to validate the understanding of the needs.
- Advise CPC customers to enrich the relationships by mobilizing additional funds and sell other fee based products/services based on the current and future customer needs.
- Review product penetration for the assigned client base, identify potential CPC customers who can be sold tailored products to enhance product penetration
- Ensure coverage of all relationships through customer engagements, risk profiling and
- financial planning.
- Organize CPC customer events to enhance customer bonding.
- Acquire new CPC customers through converting referral leads.
- Compliance, Risk & Controls
- Ensure that KYC/AML and other compliance norms are strictly adhered to.
- Fulfilling the clients’ necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics.
- 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.
- Over 8 years of relationship manager experience
- Obtain HKSI 1,7,8 and IIQE 1,2,3,5
- Bachelor's/University degree or equivalent experience
Take the next step in your career, apply for this role at Citi today
---
Job Family Group:
Private Client Coverage
---
Job Family:
Relationship Banker
---
Time Type:
---
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
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 Citi’s EEO Policy Statement and the Know Your Rights poster. Seniority level
- Seniority level Not Applicable
- Employment type Full-time
- Job function Finance and Sales
- Industries Banking, Financial Services, and Investment Banking
Referrals increase your chances of interviewing at Citi by 2x
Get notified about new Private Banker jobs in Kowloon City District, Hong Kong SAR .
Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Hong Kong Wealth Management - Institutional Wealth Advisor Junior Relationship Manager, Corporate Banking (Ref.: CV_CBD_JRM) Vice President (Relationship Manager) - Commercial Banking Relationship Manager, Asia-Pacific Region Corporate Finance Private Wealth Management Asia, Relationship Manager, Greater China Team Assistant Vice President, Relationship Manager, Corporate Banking Senior Relationship Manager, Corporate Banking (Large Corporate) Investment Counsellor - Global Private BankingShenzhen, Guangdong, China CN¥20,000.00-CN¥30,000.00 1 year ago
(Assistant / Deputy) Relationship Manager (Commercial Banking) Senior Relationship Manager, Corporate & Commercial Banking (China Corp Team) Assistant Relationship Manager (Corporate Banking)We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-LjbffrCitigold Private Client (CPC) Banker

Posted 11 days ago
Job Viewed
Job Description
The CPC Banker is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual.
**Responsibilities:**
+ Client Account Management
+ Review CPC customer needs and asset allocation, pro-actively engage with the customer to validate the understanding of the needs.
+ Advise CPC customers to enrich the relationships by mobilizing additional funds and sell other fee based products/services based on the current and future customer needs.
+ Review product penetration for the assigned client base, identify potential CPC customers who can be sold tailored products to enhance product penetration
+ Ensure coverage of all relationships through customer engagements, risk profiling and
+ financial planning.
+ Organize CPC customer events to enhance customer bonding.
+ Acquire new CPC customers through converting referral leads.
+ Compliance, Risk & Controls
+ Ensure that KYC/AML and other compliance norms are strictly adhered to.
+ Fulfilling the clients' necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics.
+ 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:**
+ Over 8 years of relationship manager experience
+ Obtain HKSI 1,7,8 and IIQE 1,2,3,5
**Education:**
+ Bachelor's/University degree or equivalent experience
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**
_ Family Group:**
Private Client Coverage
---
**Job Family:**
Relationship Banker
---
**Time Type:**
---
_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_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 Citi's_ _EEO Policy Statement ( _and the_ _Know Your Rights ( _poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
Be The First To Know
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Private Banker - Hong Kong Team

Posted 11 days ago
Job Viewed
Job Description
**Shape your Career with Citi**
**Citi Global Wealth (CGW)** 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. Our **Citi Private Bank (CPB)** is dedicated to serving the world's wealthiest individuals and their families. From 52 locations across 20 countries, we offer our services to more than 14,000 ultra-high net worth clients from nearly 100 nations. Our clients include entrepreneurs, business leaders, executives, their heirs and families, whom we offer customized services to help protect and responsibly grow their wealth. Our unique approach focuses on fewer, larger and more sophisticated clients with an average net worth above $100 million.
We're currently looking for high caliber professionals to join our Citi Private Bank team 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 empower our employees to manage their financial well-being and help them plan for the future
+ We provide access to an array of learning and development resources to help broaden and deepen your skills and knowledge as your career progresses
**In this role, you're expected to:**
+ Actively identify prospects and establish contact with them/convert prospects into clients
+ Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation.
+ Anticipate events in a client's life and business which have significant financial implications
+ Build relationships with client families that cross generations to establish long-term connections to the Citi Private Bank
+ Maintain full understanding of client goals and risk tolerance to ensure that financial strategies are appropriate
+ Uncover needs that are not articulated or clearly expressed by the client
+ Bring together the product experts to develop long-term solutions to strengthen relationships with the firm
+ Help clients achieve broad financial/investment goals related to the creation and management of wealth
+ Establish a referral network and gain introductions to potential clients which generate new sales
+ Close the deal, making concessions that are appropriate and in line with the fundamental interests of the Citi Private Bank
+ Establish credibility and trust with all Citi Private Bank colleagues, maintaining the highest standards of personal and professional integrity
+ Flag and report illegal or improper transactions, complying with all regulatory policies and control procedures regarding client acceptability
+ 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:**
+ University degree holder with extensive and proven experience in Private Banking having covered the ultra high net worth market
+ Extensive experience in working with and/or leading client teams and transactions
+ Demonstrated track record in relationship selling
+ Be a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business
+ Strong commercial awareness
+ Developed communication and diplomacy skills to guide, influence and convince others, in particular colleagues in other areas and external customers
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.**
_ Family Group:**
Private Client Coverage
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**Job Family:**
Private Banker
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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 ( is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
Director, Private Banker - Private Banking
Posted 1 day ago
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Direct message the job poster from The Bank of East Asia (BEA)
Talent Acquisition I Bringing Talents to The Bank of East AsiaResponsibilities
- Be a team member of Private Banking Department
- Responsible for identifying, developing and maintaining major client relationships and advising them on investments according to their requirements after assessing their needs, desires and risk profiles
- Conduct regular review on clients' accounts and portfolios
- Ensure that all the established procedures and compliance guidelines including relevant code of conduct and banking practice relating to Private Banking and securities services are strictly compiled
Requirements
- University graduate, with a minimum of 8 years' relevant experience and proven track record in banking (preferably private banking), credit and marketing
- Passed the Hong Kong Securities Institute Licensing Examination
- HKIB qualification (Certified Private Wealth Professional (CPWP)) is highly preferred
- Good knowledge of credit, risk control and investment products
- A team player with good marketing, leadership and interpersonal skills
- Strong presentation and communication skills
- Proficiency in both spoken and written English and Chinese, Putonghua an advantage
Our Private Banking Awards & Recognitions
- Euromoney Private Banking awards – 2025
- Asian Private Banker Awards for Distinction – 2024
- (1) Highly Commended Private Bank – Hong Kong HNW
- (2) Highly Commended Private Bank – Next Generation Services
Personal data provided by job applicants will be used for recruitment purposes only and will be treated in accordance with the Bank's Personal Information Collection (Employees) Statement and Privacy Policy Statement. Applicants who are not invited for interviews within six weeks may consider their applications unsuccessful and the personal data collected will be destroyed after 1 year.
Seniority level- Seniority level Director
- Employment type Full-time
- Job function Business Development
- Industries Banking and Investment Banking
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#J-18808-LjbffrPrivate Banker - Hong Kong Team
Posted 1 day ago
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Job Description
Join to apply for the Private Banker - Hong Kong Team role at Citi
Join to apply for the Private Banker - Hong Kong Team role at Citi
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
Citi Global Wealth (CGW) 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. Our Citi Private Bank (CPB) is dedicated to serving the world’s wealthiest individuals and their families. From 52 locations across 20 countries, we offer our services to more than 14,000 ultra-high net worth clients from nearly 100 nations. Our clients include entrepreneurs, business leaders, executives, their heirs and families, whom we offer customized services to help protect and responsibly grow their wealth. Our unique approach focuses on fewer, larger and more sophisticated clients with an average net worth above $100 million.
We’re currently looking for high caliber professionals to join our Citi Private Bank team 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 empower our employees to manage their financial well-being and help them plan for the future
- We provide access to an array of learning and development resources to help broaden and deepen your skills and knowledge as your career progresses
- Actively identify prospects and establish contact with them/convert prospects into clients
- Demonstrate an in-depth understanding of clients’ businesses and sources of wealth generation.
- Anticipate events in a client’s life and business which have significant financial implications
- Build relationships with client families that cross generations to establish long-term connections to the Citi Private Bank
- Maintain full understanding of client goals and risk tolerance to ensure that financial strategies are appropriate
- Uncover needs that are not articulated or clearly expressed by the client
- Bring together the product experts to develop long-term solutions to strengthen relationships with the firm
- Help clients achieve broad financial/investment goals related to the creation and management of wealth
- Establish a referral network and gain introductions to potential clients which generate new sales
- Close the deal, making concessions that are appropriate and in line with the fundamental interests of the Citi Private Bank
- Establish credibility and trust with all Citi Private Bank colleagues, maintaining the highest standards of personal and professional integrity
- Flag and report illegal or improper transactions, complying with all regulatory policies and control procedures regarding client acceptability
- 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.
- University degree holder with extensive and proven experience in Private Banking having covered the ultra high net worth market
- Extensive experience in working with and/or leading client teams and transactions
- Demonstrated track record in relationship selling
- Be a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business
- Strong commercial awareness
- Developed communication and diplomacy skills to guide, influence and convince others, in particular colleagues in other areas and external customers
Take the next step in your career, apply for this role at Citi today.
Family Group:
Private Client Coverage
---
Job Family:
Private Banker
---
Time Type:
---
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 Seniority level
- Seniority level Not Applicable
- Employment type Full-time
- Job function Finance and Sales
- Industries Banking, Financial Services, and Investment Banking
Referrals increase your chances of interviewing at Citi by 2x
Get notified about new Private Banker jobs in Hong Kong, Hong Kong SAR .
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