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Financial Services Relationship Manager
hace 2 meses
The Citigold Relationship Banker is a developing professional role that requires a strong understanding of financial services and client relationships. The ideal candidate will have a solid grasp of financial analysis, risk management, and compliance regulations.
**Key Responsibilities:**
• Develop and maintain strong relationships with high net worth clients, understanding their financial needs and goals.
• Analyze client financial data to identify opportunities for growth and provide tailored financial solutions.
• Collaborate with internal teams to ensure seamless client service and support.
• Stay up-to-date on industry trends and regulatory changes to ensure compliance and risk management.
• Develop and implement strategies to increase client engagement and retention.
• Work closely with cross-functional teams to identify and capitalize on business opportunities.
**Requirements:**
• 0-2 years of experience in financial services or a related field.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.
• Ability to work in a fast-paced environment and prioritize multiple tasks.
• Bachelor's degree in a related field or equivalent experience.
**Preferred Qualifications:**
• Certification in financial planning or a related field.
• Experience working with high net worth clients.
• Strong knowledge of financial products and services.
**About Citi:**
Citi is a leading global bank with a long history of innovation and customer service. We are committed to providing our clients with exceptional service and support.
