وصف الوظيفة
Role Overview
Citigold Private Client Relationship Banker - VP at Citi. This is a full-time position within Private Client Coverage.
Company Overview
Citi is a global organisation whose mission is to serve as a trusted partner to clients by responsibly providing financial services that enable growth and economic progress.
Role Purpose
Build and deepen relationships with CitiGold and CitiGold Private Client customers by understanding their financial needs, proactively advising on asset allocation and fee-based products, and ensuring comprehensive coverage through regular engagement and financial planning.
Key Responsibilities
Client Account Management
- Review CitiGold and CitiGold Private Client customer needs and asset allocation, proactively engaging with customers to validate understanding of their needs.
- Advise CitiGold and CitiGold Private Client customers to enrich relationships by mobilizing additional funds and selling fee-based products and services based on current and future customer needs.
- Review product penetration for the assigned client base and identify potential CitiGold and CitiGold Private Client customers who can be sold tailored products to enhance product penetration.
- Ensure coverage of all relationships through customer engagements, risk profiling and financial planning.
- Organize CitiGold and CitiGold Private Client customer events to enhance customer bonding, drive client engagement and attendance during Citi-organized events.
- Acquire new CitiGold and CitiGold Private Client customers through converting referral leads.
Compliance, Risk & Controls
- Ensure strict adherence to Citi Compliance, Risk and Controls policies.
- Ensure that KYC/AML and other compliance norms are strictly adhered to.
- Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets.
- Drive compliance with applicable laws, rules and regulations, adhere to Policy, apply sound ethical judgment regarding personal behaviour, conduct and business practices, and escalate, manage and report control issues with transparency.
Client Experience
- Fulfill client necessities while providing exceptional client experience, measured by specific metrics.
- Resolve problems by identifying and selecting solutions through the application of acquired technical experience.
Qualifications & Experience
- Ideally 7 years or more within this space.
- Previous relevant experience preferred.
- Mandatory certifications as required for selling financial products.
Skills & Competencies
- Ability to manage relationships both internal and external.
- Ability to prioritize.
- Good knowledge of the range of processes, procedures and systems used in carrying out assigned tasks.
- Basic understanding of the underlying concepts and principles upon which the job is based.
Additional Information
Citi is an equal opportunity employer and provides consideration to qualified candidates without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. Reasonable accommodations are available for applicants with disabilities.