Financial Services Specialist
hace 4 días
About Citi
">Citi is a leading global bank dedicated to serving the needs of individuals, businesses, and institutions. As a Citigold Relationship Banker, you will play a critical role in helping our clients achieve their financial goals.
Job Overview
The Citigold Relationship Banker is a key position responsible for building and maintaining strong relationships with high net worth individuals. You will work closely with clients to understand their financial needs, provide personalized advice, and develop tailored solutions to meet their objectives.
Key Responsibilities:
- Client Account Management: Review client needs, advise on investment opportunities, and sell fee-based products and services.
- Compliance, Risk & Controls: Ensure adherence to regulatory requirements and internal policies.
- Relationship Building: Develop and maintain strong relationships with clients, leveraging your knowledge of their financial situations and goals.
Requirements:
- 0-2 years relevant experience in private banking or a related field.
- Ability to manage multiple relationships and prioritize tasks effectively.
- Mandatory certifications as required for selling financial products.
What We Offer:
- Competitive salary: $65,000 - $85,000 per annum.
- Bonus potential: up to 20% of base salary.
- Benefits package including health insurance, retirement plan, and paid time off.
How to Apply:
To be considered for this exciting opportunity, please submit your application through our website.
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