Financial Relationship Manager
hace 1 semana
The role of Senior Relationship Manager at Citi is a high-level position that involves assisting clients in raising funds in the capital markets and providing strategic advisory services for mergers, acquisitions, and other financial transactions. This includes serving as an intermediary in trading for clients.
Objective:
To act as a strategic advisor to our clients by formulating investment strategies and raising capital for clients.
Responsibilities:
- Expand a portfolio of accounts with varying/complex financial needs with the objective of revenue growth and good credit quality in line with Citi's credit standards, policies, and processes
- Identify customer needs and recommend solutions to address these needs, such as financing, streamlining of cash management operations, foreign currency solutions, etc.
- Cross-sell banking products, including cash management, trade finance, trade services, structured trade products, foreign exchange, commodities, fixed income, loans (including syndicated, bilateral) and capital market products
- Responsible for all credit aspects of the relationship including annual reviews, early problem recognition, and remedial management
Qualifications:
- 6-10 years of experience
- Comprehensive knowledge of credit analytics and financial modelling
- Proven expertise in Risk assessment and valuation
Education:
- Bachelor's degree/University degree or equivalent experience
- Master's degree preferred
This role requires a deep understanding of the client's financial needs and goals. The ideal candidate will have a strong track record of building relationships with clients and delivering results-driven solutions.
The salary for this position is estimated to be around $120,000 per year, based on industry standards and the level of experience required.
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