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Patrimonial Banking Specialist
hace 1 mes
The Citigold Relationship Banker is a developing professional role that requires the application of specialty area knowledge in monitoring, assessing, analyzing, and evaluating processes and data. This role involves identifying policy gaps and formulating policies, interpreting data, and making recommendations. Research and interpretation of factual information are also key responsibilities. The role requires a good understanding of how the team interacts with others to accomplish objectives and develops a working knowledge of industry practices and standards. The impact of the job holder is restricted to their own team.
**Key Responsibilities:**
Client Account Management
- Review CG customer needs and asset allocation, proactively engage with the customer to validate the understanding of their needs.
- Advise CG customers to enrich relationships by mobilizing additional funds and selling other fee-based products/services based on current and future customer needs.
- Review product penetration for the assigned client base, identify 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.
**Qualifications:**
0-2 years of 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
**Job Family Group:** Private Client Coverage
**Job Family:** Relationship Banker
**Time Type:** Full time
