Financial Services Relationship Manager
hace 4 semanas
The Citigold Relationship Banker is a professional role that involves applying specialty area knowledge in monitoring, assessing, analyzing and/or evaluating processes and data. This includes identifying policy gaps and formulating policies, interpreting data and making recommendations, researching and interpreting factual information, and identifying inconsistencies in data or results.
**Job Summary**:
We are seeking a highly motivated and skilled Relationship Banker to join our team. The successful candidate will have 0-2 years of relevant experience in managing relationships both internal and external, as well as the ability to multi-task and manage multiple priorities.
**Key Responsibilities:**
Client Account Management:
- Review CG customer needs and asset allocation, proactively engaging with the customer to validate their understanding of their needs.
- Advise CG customers on how to enrich their relationships by mobilizing additional funds and selling other fee-based products/services based on their current and future needs.
- Review product penetration for the assigned client base, identifying 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.
Compliance, Risk & Controls:
- Ensure that KYC/AML and other compliance norms are strictly adhered to.
- Fulfilling clients' necessities while providing an exceptional client experience is expected behavior from all employees.
**Requirements:**
- 0-2 years of relevant experience in relationship management.
- Ability to manage relationships both internal and external.
- Mandatory certifications as required for selling financial products.
**Education:**
Bachelor's/University degree or equivalent experience.
Estimated Salary: $60,000 - $80,000 per year.
This is a full-time position with benefits, including health insurance, retirement plans, and paid time off.
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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