Private Bank - Partnership & Digital Sales Analyst, Assistant Vice President Private Bank - Partnership & Digital Sales  …

in Hong Kong
Permanent, Full time
Be the first to apply
in Hong Kong
Permanent, Full time
Be the first to apply
Private Bank - Partnership & Digital Sales Analyst, Assistant Vice President
The Partnership & Digital Sales Analyst is an intermediate level position responsible for leading the formulation and implementation of long and short-term strategic plans and objectives to increase market share/penetration and maximize opportunities for growth throughout the marketplace for High Net Worth. He/She is responsible to identify market opportunities through new partnerships or internally within Citi, and provide leads or prospects to frontline for cross-sell. Employees in this role is expected to oversee the end-to-end process flow from prospect identification, partnership identification internally and externally, and to oversee and ensure best client experience while being in compliance with regulatory and internal requirements.

  • Assist leadership in identifying marketing opportunities internally and externally
  • Partner with internal business and control teams to formulate robust process in handling and engaging leads inclusive of system enhancements
  • Ensure framework established with full regulatory compliance, and periodic review (including visits) to detect activities and conditions that are inconsistent with sound management, policies, procedures, and/or values
  • Performance driven, and view of results for continuous improvememts (inclusive of creation of systematic tracking of acquisition funnel and qualitative feedback)
  • Obtain internal approvals (where necessary) and ensure satisfactory rating and audit review

  • 5-8 years of relevant experience required
  • Experience in Management within Banking and/or Financial Services preferred
  • Experience in Acquisition, technology/process handling preferred
  • Working knowledge of banking regulations, company policies, and compliance
  • Fluent in Chinese (Mandarin and Cantonese) & English

  • Bachelor's degree/University degree or equivalent experience

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

Job Family Group:
Consumer Sales
Job Family:
Consumer Sales Support
Time Type:

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