Executive Client Wealth Manager
4 weeks ago
Citi is a global financial institution with a rich history of over 200 years, serving millions of clients across hundreds of cities and countries. Our unparalleled network enables us to provide a diverse range of financial services and products to individuals, corporations, governments, and institutions.
Job OverviewThe CPC Relationship Banker role is a seasoned professional position requiring in-depth knowledge and expertise within the area of client management. The successful candidate will contribute to process improvements, integrate subject matter expertise, and collaborate with teams to achieve objectives.
Responsibilities- Client Account Management: Review customer needs, validate understanding, and proactively engage with customers to enrich relationships.
- Review product penetration, identify potential customers, and sell tailored products to enhance penetration.
- Ensure coverage through customer engagements, risk profiling, and financial planning.
- Organize events to enhance customer bonding.
- Acquire new customers through referrals.
- Ensure strict adherence to KYC/AML and compliance norms.
- Fulfill client necessities while providing exceptional client experiences.
- Assess risk when making business decisions, considering the firm's reputation and safeguarding assets.
A minimum of 5-8 years of experience in a related field is required. A Bachelor's degree or equivalent experience is also necessary.
Estimated Salary Range$80,000 - $120,000 per year, based on experience and location.
About Working at CitiCiti offers a dynamic work environment with opportunities for growth and development. As an equal opportunity employer, we welcome applicants from diverse backgrounds and are committed to creating an inclusive workplace.
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