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Financial Services Relationship Manager
hace 2 meses
**Job Summary**:
Citi is seeking a highly skilled Financial Services Relationship Manager to join our team. As a key member of our Private Client Coverage group, you will be responsible for managing client relationships and providing exceptional service to our high net worth clients.
**Key Responsibilities**:
• Develop and maintain strong relationships with clients to understand their financial needs and goals
• Provide personalized financial planning and investment advice to clients
• Identify opportunities to sell additional financial products and services to clients
• Collaborate with internal teams to ensure seamless delivery of services to clients
• Stay up-to-date on industry trends and regulatory requirements to ensure compliance
• Participate in client events and activities to build relationships and enhance client experience
• Work closely with colleagues to achieve sales targets and grow client relationships
• Ensure that all client interactions are handled in a professional and courteous manner
**Requirements**:
• Previous experience in financial services or a related field
• Strong communication and interpersonal skills
• Ability to work in a fast-paced environment and prioritize multiple tasks
• Strong analytical and problem-solving skills
• Ability to work independently and as part of a team
• Strong knowledge of financial products and services
• Compliance with regulatory requirements and company policies
**What We Offer**:
• Competitive salary and bonus structure
• Opportunities for career growth and professional development
• Collaborative and dynamic work environment
• Recognition and rewards for outstanding performance
