Relationship Manager
3 weeks ago
Citi is a leading global bank with a rich history of over 200 years. At Citi, we connect millions of people across hundreds of cities and countries every day through our unparalleled global network.
Job OverviewWe provide a broad range of financial services and products to our clients, helping them meet their biggest opportunities and challenges. As a Citigold Relationship Manager, you will be part of our team that brings together the full power of Citi to serve the entire continuum of wealth clients.
The ideal candidate for this role has a strong background in client account management, sales, and relationship-building skills. You will be responsible for reviewing customer needs and asset allocation, proactively engaging with customers to validate their understanding of their needs, and advising them on tailored solutions to enhance relationships.
This role requires strong analytical and problem-solving skills, as well as the ability to work independently and collaboratively as part of a team. You will also have experience with compliance, risk, and controls, ensuring that all necessary regulations are met while providing an exceptional client experience.
The successful candidate will have a Bachelor's/University degree or equivalent experience, and relevant certifications such as HKSI Paper 1, 7 & 8 and IIQE 1, 2, 3 & 5. We offer competitive compensation and benefits, including a salary range of $70,000-$120,000 per year, depending on experience.
Key Responsibilities- Review Citigold customer needs and asset allocation
- Proactively engage with customers to validate their understanding of their needs
- Advise customers on tailored solutions to enhance relationships
- Manage relationships both internal and external
- Ensure coverage of all relationships through customer engagements, risk profiling, and financial planning
Citi offers a comprehensive benefits package, including medical, dental, vision, life insurance, and disability benefits. We also offer retirement savings plans, stock purchase plans, and other employee perks.
In addition, Citi provides access to an array of learning and development resources to help broaden and deepen your skills and knowledge as your career progresses. Our inclusive culture promotes diversity and inclusion, and we celebrate individual differences and unique perspectives.
We are committed to equal employment opportunity regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. If you require reasonable accommodation to use our search tools and/or apply for a career opportunity, please review Accessibility at Citi.
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