Assistant Vice President, Digital Wealth Portfolio

Whether you’re at the start of your career or looking to discover your next adventure, your story begins here.  At Citi, you’ll have the opportunity to expand your skills and make a difference at one of the world’s most global banks.  We’re fully committed to supporting your growth and development from the start with extensive on-the-job training and exposure to senior leaders, as well as more traditional learning.  You’ll also have the chance to give back and make a positive impact where we live and work through volunteerism.

Shape your Career with Citi

Citi Global Wealth (CGW) brings together the full power of Citi to serve the entire continuum of wealth clients, from affluent to ultra-high net worth to family offices.  The strategies we create help our clients maintain liquidity while maximizing yields, transact in foreign currency and across borders, and manage fluctuating expenses or cash flow.  We are uniquely suited to helping our clients meet their banking needs across regions through our global network.

We’re currently looking for a high caliber professional to join our team as Assistant Vice President, Digital Wealth Portfolio - Hybrid (Internal Job Title: Assistant Vice President, Digital Wealth Portfolio C12) 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:

• 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.
• We have a variety of programs that help employees balance their work and life, including generous paid time off packages.

The Assistant Vice President, Digital Wealth Portfolio is a seasoned professional role, being responsible for enhancing and optimizing digital wealth capabilities to drive client engagement and portfolio growth. This role involves leveraging data analytics, market insights and digital tools to develop strategies that deepen client investment portfolios and drive up digital wealth revenue and new investment asset. Key responsibilities include designing, planning and implementing business strategies / initiatives, collaborating with cross-functional teams and ensuring seamless user experience across omnichannel. The contributor will monitor portfolio performance, identify opportunities for growth, and utilize fintech innovations to enhance offerings. Strong analytical and communication skills, investment acumen, and proficiency in digital platforms are essential, along with the ability to work independently and adapt to evolving market trends. Regularly assumes informal/formal leadership role within teams.

In this role, you’re expected to:

• To achieve business objectives according to the pre-determined goals including sales and revenue growth.
• Forming business strategies by identifying the right target segments with the right message at the right time under the rapidly changing market conditions and technology advancement.
• Designing, planning and implementing the business strategies and aligning with multiple external and internal cross-functional stakeholders.
• To carry out corresponding portfolio actions as well as promotional offer to broaden the investment client base and digital wealth revenue. 
• Support different sales teams with sales tools, campaign training and provide assistance to campaign enquiries. 
• To enhance and implement client’s digital journey on our digital assets with remarkable customer experience and maximize the opportunity for product uptake, cross-selling, and cost savings. 
• To stay close to the market and clients.  Support new product / digital capability launch and development / implementation of marketing programs.   
• Collaborate with related functional parties to ensure the end-to-end digital sales processes are in compliance with internal and external regulatory policies through effective execution of control programs 
• To administer daily sales, service and operations to ensure that the operation with high level of performance standard as well as compliance to established Bank's policy, guidelines and regulatory requirements
• Provide business insights and suggestions for new digital capabilities development
• 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:

• Bachelor’s/University degree or equivalent experience
• 5-8 years of relevant experience in investment product management and / or digital sales
• With investment business acumen, self-motivation to identify opportunities for investment and growth and with strong drive to achieve business target
• Good interpersonal skill to be a great team player and leadership skills to inspire and guide stakeholders towards common goals and collaborate with external and internal stakeholders
• Strong  strategic and analytical thinking identify patterns and business opportunities and make data driven proposals and agility to pivot strategies in response to rapidly changing market conditions, technological advancement or regulatory shifts
• Execution and Operational Excellence to have attention to details and agile project management
• Be always one step ahead stay on the front foot, focus on productivity and execute with agility
• Consumer-centric, be empathetic towards the customer with the ability to put yourself in their customer's shoes

Take the next step in your career, apply for this role at Citi today

https://jobs.citi.com/dei

This job description provides a high-level review of the types of work performed.  Other job-related duties may be assigned as required.

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