Financial Services Professional
hace 6 días
The Citigold Relationship Banker role at Citi is an exciting opportunity for a developing professional to apply their knowledge and skills in a fast-paced environment. As a key member of our team, you will be responsible for monitoring, assessing, analyzing, and evaluating processes and data to identify policy gaps and formulate policies.
**Key Responsibilities:**
We are seeking a skilled and experienced individual who can:
- Review client needs and asset allocation, proactively engaging with customers to validate their understanding of their needs;
- Advise clients on enriching relationships by mobilizing additional funds and selling other fee-based products/services based on current and future customer needs;
- Review product penetration for assigned clients, identifying potential customers who can be sold tailored products to enhance product penetration;
- Evaluate customer relationships, risk profiling, and financial planning to ensure comprehensive coverage;
- Organize events to enhance customer bonding and foster strong relationships;
- Acquire new CitiGold customers through converting referral leads;
**Qualifications and Requirements:**
To succeed in this role, you should possess the following qualifications:
- 0-2 years of relevant experience;
- Ability to manage internal and external relationships;
- Excellent communication and interpersonal skills;
- Mandatory certifications for selling financial products;
**Education and Certifications:**
A Bachelor's/University degree or equivalent experience is required. Additionally, certifications such as Fig. 3 are desirable.
**Language Proficiency:** Fluent English language skills are essential.
**Job Family Group:** Private Client Coverage
**Salary Range:** Estimated annual salary: $60,000 - $80,000 based on location and experience.
Citi is an equal opportunity employer and welcomes applications from diverse candidates. We offer a competitive salary range, benefits, and opportunities for growth and development.
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