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Officer, IPB Sales and Onboarding Support

Citi Hong Kong
Posted 28 days ago Permanent Competitive
Officer, IPB Sales and Onboarding Support
Citibank serves as a trusted advisor to our retail, mortgage, small business and wealth management clients at every stage of their financial journey. Through Citi's Access Account, Basic Banking, Citi Priority, Citigold and Citigold Private Client, we offer an array of products, services and digital capabilities to clients across the full spectrum of consumer banking needs worldwide.

We're currently looking for a high caliber professional to join our team as Officer, IPB Sales & Onboarding Support - Hybrid 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:
  • Perform business analysis and documentation of the current and future state of Client Reports and Advices (client communication letters, notices, and confirms) Provide regular status updates for all project participants and create presentations for steering committee updates
  • Work with various Legal & Compliance teams to obtain sign-off on all regulatory business requirements
  • Serve as primary liaison between the key business stakeholder and technology, including recommending business priorities by advising stakeholders on options, risks, costs, prioritizations, and delivery timelines
  • Recommend business priorities by advising stakeholders on options, risks, costs, prioritizations, and delivery timelines
  • Create and facilitate training sessions, webcast demos and write User Acceptance Test scripts and business scenarios against specified requirements
  • Create, manage and maintain project plans and act as the project manager for all follow ups across various departments
  • Work on multiple projects in parallel focusing on continued delivery of regulatory client deliverables, such as legal statements/performance reporting/advices/letters/notices
  • 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.
As a successful candidate, you'd ideally have the following skills and exposure:
  • Previous relevant experience preferred
  • Proficient in Microsoft Office
  • General knowledge of client reporting across the industry and our competitors
  • Working knowledge of SQL environments and database queries
  • Proven organization and time management skills
  • Demonstrated problem-solving, detail-oriented, sense of control & customer service and decision-making skills
  • Consistently demonstrates clear and concise written and verbal communication skills
  • HKSI Paper 1, 7, 8 are required
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
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Job Family Group:
Operations - Core
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Job Family:
Operations Support
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Time Type:
Full time
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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
Job ID  24754307
ABOUT COMPANY
Hong Kong
Accounting & Finance
Citibank Hong Kong has a network of 48 branches spread over Hong Kong Island, Kowloon, New Territories and Macau. Citibank’s parent company, Citigrou...
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