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The Citigold Relationship Banker is a professional role that involves monitoring, assessing, and analyzing data to identify policy gaps and formulate policies. This role requires a good understanding of industry practices and standards, as well as the ability to integrate established disciplinary knowledge within the specialty area.
**Key Responsibilities:**
- Client Account Management: Review CG customer needs and asset allocation, and advise CG customers to enrich the relationships by mobilizing additional funds and selling other fee-based products/services based on the current and future customer needs.
- Compliance, Risk & Controls: Ensure that KYC/AML and other compliance norms are strictly adhered to.
- Qualifications:**
- 0-2 years relevant experience
- Ability to manage relationships both internal and external
- Mandatory certifications as required for selling financial products
**Education:**
Bachelor's/University degree or equivalent experience
