• Competitive
  • Hong Kong
  • CDI, Plein-temps
  • Citi
  • 23 sept. 17

APAC - Investor Services - Hong Kong - Prime Brokerage Client Executive - VP/Director

APAC - Investor Services - Hong Kong - Prime Brokerage Client Executive - VP/Director

  • Primary Location: HK,Hong Kong,Hong Kong
  • Education: Bachelor's Degree
  • Job Function: Institutional Sales
  • Schedule: Full-time
  • Shift: Day Job
  • Employee Status: Regular
  • Travel Time: Yes, 25 % of the Time
  • Job ID: 17064185


Description

Objective:
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 by Citi Markets and Securities Services is the highest quality and that client satisfaction levels are high. Serve as the clients' advocate within Citi.  Understand clients' key business needs and work with internal partners to deliver solutions, adding value for our clients and cross-selling Citi products.
Key Responsibilities:
  • Build & maintain positive working relationships with assigned clients  which includes regular visits
  • Identify and understand client requirements in order to identify cross-selling opportunities for the firm across asset classes
  • Assist clients to manage operational risk efficiently by streamlining delivery of corporate action information
  • Utilize early warning process to identify and resolve client service issues before they are escalated to Client at Risk
  • Provide seamless 24-hour global coverage to address client's post-trade needs in global markets
  • Provide product development updates across cash equities, swaps, futures, OTC Clearing, FX & Fixed Income
  • Train clients on new technology & reporting
  • Work closely with Transition on KYC checks during onboarding stages
  • Continuous partnership with Sales, Capital Introduction & Business Advisory to deliver value add services
  • Maintain industry knowledge, and inform clients of ongoing market initiatives.  Drive client events, roundtables and other
  • client-visible communication initiatives to ensure enhanced perception and positioning of Citi amongst the target market
  • Participate in ad-hoc projects to improve overall client experience


Qualifications

Knowledge / Experience:
  • 10 years experience in the financial services industry
  • 10 years experience in managing client relationships
  • Experience with Securities Lending  and strong back ground on Agency Lending process and product knowledge
  • Proven experience successfully managing multi-million dollar relationships
Skills:
  • Excellent analytical and organization skills
  • Drives and delivers results
  • Uses Sound Judgment
  • Innovates and manages change
  • Manages Risk and Control
Qualifications:
  • BS/BA/Master degree
Competencies:
  • Excellent written and verbal communication skills
  • Strong influencing skills
  • Effective negotiation and persuasion skills
  • Ability to manage people, client and user expectations
  • Builds partnerships and values diversity