Officer, Securities Based Lending Advisor (CG/CPC)

At Citi, we get to connect millions of people across hundreds of cities and countries every day.  And we've been doing it for more than 200 years.  We do this through our unparalleled global network.  We provide a broad range of financial services and products to our clients – whether they be consumers, corporations, governments or institutions – to help them meet their biggest opportunities and face the world's toughest challenges.

Shape your Career with Citi

Wealth 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 Officer, Securities Based Lending Advisor (Internal Job Title: Product Specialist - C10) 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:

• Citi provides programs and services for your physical and mental well-being including access to telehealth options, health advocates, confidential counseling and more. Coverage varies by country.
• 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.
• Citi provides access to an array of learning and development resources to help broaden and deepen your skills and knowledge as your career progresses.
• We have a variety of programs that help employees balance their work and life, including generous paid time off packages.
• We offer our employees resources and tools to volunteer in the communities in which they live and work. In 2019, Citi employee volunteers contributed more than 1 million volunteer hours around the world.

In this role, you’re expected to:

Citi Wealth Lending provides competitive borrowing solutions that are strategically integrated into our Clients’ broader Wealth Management goals. Our Lending Advisors serve as dedicated and trusted partners to Wealth Client Advisors, helping to deliver lending solutions that support clients’ investment and liquidity objectives.

The Securities Based Lending (“SBL”) Advisor will be part of the Asia SBL Advisory team for the Citigold and Citi Private Client (CGCPC) segment, supporting the coverage for the Asia North Wealth business based in Hong Kong.  The role supports business growth through delivering best-in-class product advisory and Client touchpoints, while managing risk as well as portfolio returns as first line of control and subject‑matter expert. The role works closely with Client Advisors, Lending teams such as In Business Risk, Legal, Compliance, as well as Risk and Control partners.

Key Responsibilities:

• Support the Asia SBL Advisory team in originating SBL solutions and drive new business volumes
• Prepare data‑driven insights and portfolio analytics to identify lending opportunities
• Update Client touchpoints and documentation, as well as product portfolio pricing
• Prepare and conduct periodic training and engagements to drive Frontline competency in SBL advisory
• Partner with Frontline, Operations, and other Lending stakeholders to deliver product, platform and process excellence

Qualifications:

• Bachelor’s Degree required
• Prior experience in wealth management or private bank products preferred
• Understanding of financial markets, investments, and wealth management
• Competency in AI tools in addition to Excel and PowerPoint
• Competency in data analysis and charting to drive business insights
• Excellent oral and written communication skills, with Mandarin / Cantonese an advantage

Working at Citi is far more than just a job. A career with us means joining a family of dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.

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

https://jobs.citi.com/dei

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Job Family Group:

Product Management and Development

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Job Family:

Product Management

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Time Type:

Full time

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

 

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