Wealth Banker Associate, Citigold Private Client

Join Citi's Wealth business in Hong Kong as a Wealth Banking Associate within the Citigold Private Client segment, where you will play a key role in delivering high-quality service and operational support to some of the world's most demanding wealth clients. This role sits at the heart of a team that serves clients across the full wealth spectrum - from affluent individuals to ultra-high net worth families - providing expert investment solutions, deposits, and lending platforms. You will coordinate across multiple functions to ensure seamless client service delivery and contribute directly to the performance and integrity of a world-class wealth management operation.

Responsibilities

• Coordinate across multiple sales support functions to ensure wealth banking partners can meet client requirements efficiently and without disruption.

• Resolve sales-related issues of varying complexity by drawing on established procedures and sound professional judgement, ensuring timely and accurate outcomes.

• Monitor operational controls in line with regulatory and reporting standards, maintaining the integrity of day-to-day processes.

• Administer access tools and sales platforms, and manage overflow from digital self-service channels to maintain consistent service levels.

• Support the client service process to uphold quality standards at every client touchpoint, contributing to a positive and professional client experience.

• Maintain secure and accurate management of client files and records throughout operational hours.

• Identify and recommend process improvements that increase team productivity within established operational parameters.

• Assess risk considerations in day-to-day decisions, ensuring all actions comply with applicable regulations, firm policies, and ethical standards, and escalating control concerns with transparency.

Required Qualifications & Skills

• Holds a High School diploma or equivalent qualification.

• Brings 2 to 4 years of relevant experience in a banking, financial services, or client-facing operational environment.

• Holds valid IIQE Papers 1 and 3 and HKSI Papers 1, 7, and 8 certifications, which are mandatory for this role.

• Communicates clearly and concisely in both written and spoken form, with the ability to engage effectively across teams and with clients.

• Proficient in Microsoft Office applications and comfortable working across digital tools and platforms.

• Demonstrates working knowledge of financial services industry practices and operational standards.