Citi Wealth Management Specialist in Shanghai, China

  • Primary Location: China,Shanghai,Shanghai

  • Education: Bachelor's Degree

  • Job Function: Sales

  • Schedule: Full-time

  • Shift: Day Job

  • Employee Status: Regular

  • Travel Time: No

  • Job ID: 16054600


  • Handles complex customer relationship and interacts with top tier customers requiring sophisticated products and management

  • When required in direct customer contact, assist customers in assessing risk preference through systematic profiling process and recommend wealth management products that best suit customers' needs

  • Actively support the team / branch to deliver quality sales and service and other Bank's initiatives

  • Deliver top-notch service to best satisfy customers

  • Ensures complete and correct product knowledge dissemination to the relationship managers associated

  • Maintain constant review of the market and customers and provide feedback through supervisors to relevant departments to enable them to develop the market, place products and programs

  • Coach and motivate branch sales staff to achieve wealth management revenue target

  • Provide training and coaching to branch sales staff on investment / treasury updates

  • Ensure sales conduct and contact with customers are in strict adherence to the compliance standard of the Bank and of the local regulatory bodies

  • Utilize audit/control process to keep fraud/operating losses at a minimum


  • Candidate possesses at least a Bachelor's Degree, Post Graduate Diploma, Professional Degree or Master's Degree in business / finance / economics. Additional professional accreditation like Certified Financial Planner (CFP), Chartered Financial Analyst (CFA) would be an added advantage.

  • Strong knowledge of financial markets and wealth management investment products (mutual funds, bonds, structured products, FX, derivatives)

  • At least 2-3 years of experience in the financial market

  • Pleasant personality with strong interpersonal and communication skills

  • Confident, intelligent, independent, result oriented and resourceful

  • A team player

  • Enjoy meeting people

  • Possess excellent presentation skills, verbal and written communication skills