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The Citigold Relationship Banker role offers a challenging opportunity for professionals to develop their skills in monitoring, assessing, analyzing and/or evaluating processes and data. Key responsibilities include identifying policy gaps and formulating policies, interpreting data and making recommendations, researching and interpreting factual information, and integrating established disciplinary knowledge with basic understanding of related industry practices.

**Job Overview**:

This is a developing professional role that requires excellent communication and interpersonal skills, as well as the ability to manage relationships both internal and external. The successful candidate will be responsible for reviewing client needs and asset allocation, proactively engaging with clients to validate understanding, and advising clients on additional products and services based on current and future needs.

**Key Responsibilities:**

Client Account Management:

  • Review CG customer needs and asset allocation
  • Proactively engage with customers to validate understanding
  • Advise CG customers on additional products and services
  • Review product penetration for assigned client base
  • Ensure coverage of all relationships through customer engagements, risk profiling, and financial planning

Compliance, Risk & Controls:

  • Ensure KYC/AML and other compliance norms are strictly adhered to

Requirements:

  • 0-2 years relevant experience
  • Ability to manage relationships both internal and external
  • Mandatory certifications as required for selling financial products
  • Bachelor's/University degree or equivalent experience

Estimated salary: $60,000 - $80,000 per year. Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.