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The Citigold Relationship Banker is a key professional role that requires developing skills to manage complex client relationships. The ideal candidate will have a solid understanding of industry standards and practices, as well as the ability to integrate in-depth specialty area knowledge with analytical thinking and data analysis tools. Good communication and diplomacy skills are required to exchange complex information with clients. The role has a moderate but direct impact on the businesses' core activities, and the quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams.
**Key Responsibilities:**
Review client needs and asset allocation, proactively engaging with clients to validate understanding of needs.
Advise clients to enrich relationships by mobilizing additional funds and selling other fee-based products/services based on current and future client needs.
Review product penetration for assigned client base, identifying potential clients who can be sold tailored products to enhance product penetration.
Ensure coverage of all relationships through customer engagements, risk profiling, and financial planning.
Organize client events to enhance client bonding.
Acquire new CitiGold clients through converting referral leads.
Compliance, Risk & Controls
Ensure that KYC/AML and other compliance norms are strictly adhered to.
**Qualifications:**
2-5 years relevant experience
Ability to manage relationships both internal and external; ability to prioritize
Mandatory certifications as required for selling financial products
**Education:**
Bachelor's/University degree or equivalent experience
Certificación AMIB figura 3 vigente
Atención a cliente
Orientado a ventas
**Job Family Group:**
Private Client Coverage
**Job Family:**
Relationship Banker
**Time Type:**
Full time
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.
View the "EEO is the Law" poster. View the EEO is the Law Supplement.
View the EEO Policy Statement.
View the Pay Transparency Posting
