Expert Client Relationship Specialist
18 hours ago
Company Overview
">Citi is a global bank that has been connecting millions of people across hundreds of cities and countries for over 200 years. We achieve this through our unparalleled global network, providing a broad range of financial services and products to consumers, corporations, governments, and institutions.
">Salary and Benefits
">The estimated salary for this role is around $80,000-$120,000 per annum, depending on experience. As a Citigold Relationship Manager, you will be part of a team that provides resources to meet your unique needs, empowers you to make healthy decisions, and helps you manage your financial well-being.
">Job Description
">As a Citigold Relationship Manager, you will be responsible for managing client relationships, identifying customer needs, and selling fee-based products and services. Your key responsibilities will include:
">- ">
Reviewing client needs and asset allocation, proactively engaging with clients to validate their understanding of their needs.
">Advising clients to enrich relationships by mobilizing additional funds and selling other fee-based products/services based on current and future client needs.
">Reviewing product penetration for the assigned client base, identifying potential Citigold customers who can be sold tailored products to enhance product penetration.
">Ensuring coverage of all relationships through customer engagements, risk profiling, and financial planning.
">Organizing Citigold customer events to enhance customer bonding.
">Acquiring new Citigold customers through converting referral leads.
">
Compliance, Risk & Controls
">You will ensure that KYC/AML and other compliance norms are strictly adhered to, fulfill clients' necessities while providing an exceptional client experience, and assess risk when business decisions are made. You will also demonstrate particular consideration for the firm's reputation and safeguarding Citigroup, its clients, and assets.
">Required Skills and Qualifications
">To be successful in this role, you will need:
">- ">
A Bachelor's/University degree or equivalent experience.
">2-5 years relevant experience.
">Ability to manage relationships both internal and external; ability to multi-task.
">Mandatory certifications as required for selling financial products, i.e., HKSI Paper 1, 7 & 8 and IIQE 1, 2, 3 & 5.
">
Benefits
">Citi offers a range of benefits, including access to telehealth options, health advocates, confidential counseling, and more. Coverage varies by country. You will also have the opportunity to grow your career, give back to your community, and make a real impact.
">Time Type
">This role is a full-time position.
">EEO Policy Statement
">Citigroup Inc. and its subsidiaries (
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