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Citi

Citigold Private Client (CPC) Banker

Hong KongSales

About the role

FinEx AI summary

A seasoned private banking role managing Citigold Private Client relationships, reviewing client needs and asset allocation, and advising customers to deepen relationships. The role applies in-depth industry expertise, leads within teams, and coaches new recruits.

Core skills

client account managementasset allocationwealth managementfinancial advisoryanalytical skillscommunication

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