Senior Financial Relationship Manager
hace 1 semana
The Citigold Relationship Banker is a developing professional role with a focus on managing client relationships. The ideal candidate will have a solid understanding of industry standards and practices, as well as the ability to apply analytical thinking and knowledge of data analysis tools and methodologies. They will be responsible for reviewing customer needs and asset allocation, advising customers to enrich relationships, and ensuring coverage of all relationships through customer engagements, risk profiling, and financial planning.
Key Responsibilities:
- Review CG customer needs and asset allocation, proactively engage with the customer to validate the understanding of the needs.
- Advise CG customers to enrich the relationships by mobilizing additional funds and sell other fee-based products/services based on the current and future customer needs.
- Review product penetration for the assigned client base, identify potential CG 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 CG customer events to enhance customer bonding.
- Acquire new CitiGold customers through converting referral leads.
- Compliance, Risk & Controls
- Ensure that KYC/AML and other compliance norms are strictly adhered to.
Requirements:
- 2-5 years relevant experience
- Ability to manage relationships both internal and external; Ability to multi-task
- Mandatory certifications as required for selling financial products
Education:
Bachelor's/University degree or equivalent experience
- Job Family Group: Private Client Coverage
- Job Family: Relationship Banker
- Time Type: Full time
- 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.
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