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Account Opening Process Team Lead

https://www.citi.com/ Logo

Citi

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Location:
Hong Kong SAR , Kowloon

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Category:
Finance

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Contract Type:
Not provided

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Salary:

Not provided
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Job Description:

The Vice President, Account Opening Process Team Lead is a strategic professional role within Citi Global Wealth, focusing on managing projects, team leadership, and ensuring compliance with regulatory and internal standards. The role involves complex deliverables, cultivating trust among stakeholders, and contributing to the firm's overall performance.

Job Responsibility:

  • Manages a large multi-faceted project/account/campaign or multiple projects at the same time
  • owns project goals leveraging expertise to inspire a sense of shared purpose within the project team
  • organizes new challenges and drive business results
  • constantly improving their own and their teams' skills through lessons-learned reviews at project completion
  • possess the knowledge, skills and experience to be able to recognize when problems surface or potential problems are looming
  • articulates problems, bring the right people together to solve problems and know when the problem has been properly addressed and closed
  • promotes partner involvement through effectively communicating project status upward and to the Client
  • applies lessons learned from recent projects to future projects
  • communicates to all concerned parties project milestones, status updates, as well as any existing or potential customer escalation issues
  • proactively follows escalation and change control processes
  • owns all management reports on a given engagement
  • promotes good working relationships across a project, cultivating the people skills needed to develop trust and communication among all of a project's stakeholders
  • appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets
  • manages a team to support design of branch operation procedures and implement controls to effectively manage operational risks in accordance with regulatory and internal requirements
  • full supervisory responsibilities including duties such as performance evaluation, compensation, hiring, disciplinary and terminations as well as direction of daily tasks and responsibilities
  • provide training, coaching and support to ensure that operation officers work in an effective manner.

Requirements:

  • Bachelor’s/University degree, Master’s degree preferred
  • 6-10 years of project management or retail banking experience – preferably from a financial services environment
  • ability to develop project plans, manage individual deadlines and goals
  • knowledge of project metrics, including gathering, reporting, trend analysis, creation, and metrics
  • ability to identify issues and problems, generate solutions and choose appropriate alternatives using basic root cause analysis
  • manage project scope by assessing requirements changes, determining and conveying impact on budget, time and risk
  • manage client expectations, anticipates operational and tactical risks and tracks them
  • proficient in MS Office applications, Adobe Acrobat Professional
  • stays abreast of current industry trends and new technology through professional associations, trade journals, networking, and associated training and seminars.
What we offer:
  • Expanded Paid Parental Leave Policy
  • programs that help employees balance their work and life, including generous paid time off packages
  • resources to meet your unique needs, empower you to make healthy decisions and manage your financial well-being.

Additional Information:

Job Posted:
October 11, 2025

Employment Type:
Fulltime
Work Type:
On-site work
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