Financial Services Professional
hace 2 días
The Citigold Relationship Banker role at Citigroup Inc. is a developing professional position that requires the application of specialty area knowledge to monitor, assess, analyze and/or evaluate processes and data.
Key responsibilities include client account management, where you will review CG customer needs and asset allocation, proactively engage with customers to validate their understanding of their needs, and advise CG customers to enhance relationships by mobilizing additional funds and selling other fee-based products/services based on current and future customer needs.
You will also be responsible for reviewing product penetration for the assigned client base, identifying potential CG 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 CG customer events to enhance customer bonding, acquiring new CitiGold customers through converting referral leads, and ensuring compliance with KYC/AML and other regulatory norms.
This role requires the ability to manage relationships both internal and external, prioritize tasks effectively, and have relevant certifications as required for selling financial products. A bachelor's/university degree or equivalent experience is also essential. The estimated salary for this role is approximately $60,000 per year, considering the company overview, job description, and required qualifications.
Benefits of working in this role include the opportunity to develop working knowledge of industry practices and standards, integrate established disciplinary knowledge within your specialty area, and gain a good understanding of how the team interacts with others to accomplish objectives.
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Financial Services Professional
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Financial Services Professional
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