理財顧問

Citi

View: 154

Update day: 05-11-2024

Location: Keelung City

Category: Finance / Bank / Stock Sales

Industry: Banking Financial Services Investment Banking

Job type: Full-time

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Job content

Job Id: 22556604The CG Relationship Associate 5 performs relatively complex assignments. Has direct impact on the business by ensuring the quality of the tasks or services provided. Works under little to no direct supervision. May service an expansive and/or diverse array of products/services. Applies working knowledge of technical and professional principles and concepts and in depth knowledge of team objectives. Understands how assigned duties contribute to the work of the team/unit and how the units coordinate their efforts and resources to achieve the objectives of the function. Ensures the quality and service of self and others. May recommend new options to enhance productivity in accordance with guidelines. Requires tact and diplomacy when exchanging complex or sensitive information with others. Is sensitive to audience diversity. Basic knowledge of the organization, the business and its policies required. Typically responsible for resolving basic to moderately complex problems based on practice and precedence. Able to assess applicability of similar experiences and evaluate options under circumstances not covered by procedures.Responsibilities:
  • Responsible for execution of multiple production support functions to fulfill product requirements for clients.
  • Provides day-to-day client servicing, handle and provide timely resolution to client issues.
  • Completes all assigned tasks on a timely basis with minimal supervision.
  • 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:
  • 2-4 years of relevant experience
Education:
  • High School diploma or equivalent
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.-------------------------------------------------Job Family Group:Private Client Coverage-------------------------------------------------Job Family:Relationship Banker------------------------------------------------------Time Type:Full time------------------------------------------------------Citi is an equal opportunity and affirmative action employer.Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.View the "EEO is the Law" poster. View the EEO is the Law Supplement.View the EEO Policy Statement.View the Pay Transparency Posting
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Deadline: 20-12-2024

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