Financial Services Relationship Manager
hace 2 semanas
Job Summary
Citi is seeking a highly skilled and experienced Financial Services Relationship Manager to join our team. As a key member of our Private Client Coverage group, you will be responsible for managing relationships with high net worth clients and providing exceptional customer service.
Key Responsibilities
- Review client needs and asset allocation, and proactively engage with clients to validate their understanding of their needs.
- Advise clients on investment opportunities and provide guidance on financial planning and risk management.
- Identify opportunities to sell additional financial products and services to clients, and work with cross-functional teams to deliver tailored solutions.
- Ensure compliance with regulatory requirements and maintain accurate records of client interactions.
- Develop and maintain strong relationships with clients, and provide exceptional customer service to drive client satisfaction and loyalty.
Requirements
- Previous experience in financial services or a related field, preferably in a relationship management or sales role.
- Strong communication and interpersonal skills, with the ability to build and maintain relationships with clients and internal stakeholders.
- Ability to work in a fast-paced environment and prioritize multiple tasks and deadlines.
- Mandatory certifications as required for selling financial products.
Education
High School diploma or equivalent, and a degree in a related field such as economics, finance, or business administration.
Citi is an Equal Opportunity Employer
Citi is committed to diversity and inclusion, and we welcome applications from qualified candidates of all backgrounds.
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