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花旗

APAC Securities Services Client Executive

花旗
發布於 2024-12-02
截止日期 2025-03-01
全職
銷售
薪水
面議
工作描述

The Client Executive is responsible for delivering superior client satisfaction and enhanced financial results through the proactive management of service and operational issues impacting the target clients.  The primary role of the Client Executive is to coordinate internal resources to ensure that service provided to our clients is the highest quality and that client satisfaction levels are high. The Client Executive serves as the clients’ advocate within Citi, understanding key business needs and working with internal partners to deliver solutions, adding value for our clients and cross-selling Execution Services  products. 

Responsibilities:

Deliver client satisfaction and enhanced financial results through the management of service/operational issues impacting the target clients

Identify clients’ business needs and work with internal partners to deliver solutions, adding value and cross-selling Citi products

Perform regular service reviews and develop actions plans to address issues/deliver solutions as well as perform regular face-to-face client meetings

Coordinate internal resources

Coordinate and ensure client participation in external surveys and incorporate survey results

Lead strong governance and controls

Work in close partnership with control functions such as Legal, Compliance, Market and Credit Risk, Audit, Finance in order to ensure appropriate governance and control infrastructure

Build a culture of responsible finance, good governance and supervision, expense discipline and ethics

Appropriately assess risk/reward of transactions when making business decisions; demonstrating proper consideration for the firm’s reputation

Be familiar with and adhere to Citi’s Code of Conduct and the Plan of Supervision for Global Markets and Securities Services

Adhere to all policies and procedures as defined by your role which will be communicated to you

Obtain and maintain all registrations/licenses which are required for your role, within the appropriate timeframe

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:

1-3 years of relevant experience

Previous experience in the financial industry preferred

Proven analytical and organization skills

HKMA Type 1 license (requirement for position)

Education:

Bachelor's degree/University degree or equivalent experience

職位要求
  • 交付客戶滿意
  • 協調內部資源
  • 推動治理控制
  • 完成定期評估
技能
分析
組織
合規
風險