Senior Financial Relationship Manager
hace 4 semanas
The Citigold Relationship Banker plays a key role in building strong client relationships and providing exceptional customer service. As a developing professional, you will apply your knowledge of financial markets and products to monitor, assess, analyze, and evaluate processes and data.
Responsibilities- Client Account Management: Review CG customer needs and asset allocation, proactively engage with customers to validate their understanding of their needs.
- Mobilize additional funds and sell fee-based products/services based on current and future customer needs.
- Review product penetration for assigned clients, 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.
- 0-2 years relevant experience.
- Ability to manage relationships both internal and external; ability to multitask.
- Mandatory certifications as required for selling financial products.
$60,000 - $80,000 per year, depending on location and experience.
About CitiCiti 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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