Financial Services Specialist
hace 4 semanas
The Citigold Relationship Banker is a key role within our Private Client Coverage team. As a developing professional, you will apply your knowledge in monitoring, assessing, and analyzing processes and data to identify policy gaps and formulate policies. You will interpret data, make recommendations, and research factual information to ensure consistency and accuracy. Your role will involve integrating established disciplinary knowledge with a basic understanding of related industry practices, as well as developing a working knowledge of industry standards. You will have a good understanding of how the team interacts with others to accomplish objectives and will have a limited but direct impact on the business through the quality of your tasks and services.
Responsibilities- Client Account Management: Review customer needs and asset allocation, proactively engage with customers to validate understanding, advise on additional funds and fee-based products, and ensure coverage of all relationships through customer engagements, risk profiling, and financial planning.
- Compliance, Risk & Controls: Ensure adherence to KYC/AML and other compliance norms, and provide an exceptional client experience.
- 0-2 years relevant experience
- Ability to manage relationships and multi-task
- Mandatory certifications as required for selling financial products
- Bachelor's/University degree or equivalent experience
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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