Financial Services Professional
hace 22 horas
The Citigold Relationship Banker is a developing professional role that requires a strong understanding of financial services and client relationships. As a key member of the Citi team, you will be responsible for monitoring, assessing, and analyzing data to identify policy gaps and formulate policies that drive business growth.
Key Responsibilities:
- Client Account Management: Review customer needs and asset allocation, proactively engage with customers to validate their understanding of their needs, and advise them on how to enrich their relationships with Citi.
- Product Penetration: Review product penetration for assigned clients, identify potential customers who can be sold tailored products, and ensure coverage of all relationships through customer engagements, risk profiling, and financial planning.
- Compliance, Risk & Controls: Ensure that Know Your Customer (KYC) and Anti-Money Laundering (AML) norms are strictly adhered to, and fulfill clients' necessities while providing an exceptional client experience.
Qualifications:
- 0-2 years of relevant experience in financial services or a related field.
- Ability to manage relationships both internal and external, and ability to multi-task.
- Mandatory certifications as required for selling financial products.
Education:
- Bachelor's/University degree or equivalent experience.
Job Requirements:
- Strong understanding of financial services and client relationships.
- Ability to analyze data and identify policy gaps.
- Excellent communication and interpersonal skills.
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