Financial Services Professional
hace 1 día
About the Role:
The Citigold Relationship Banker is a developing professional role that requires a strong understanding of financial services and client relationship management. As a key member of the Citi team, you will be responsible for monitoring, assessing, analyzing, and evaluating processes and data to identify policy gaps and formulate policies. You will also be responsible for interpreting data and making recommendations, researching and interpreting factual information, and identifying inconsistencies in data or results.
Key Responsibilities:
- Client Account Management: Review CG customer needs and asset allocation, proactively engage with the customer to validate the understanding of the needs, and advise CG customers to enrich the relationships by mobilizing additional funds and selling other fee-based products/services based on the current and future customer needs.
- Compliance, Risk & Controls: Ensure that KYC/AML and other compliance norms are strictly adhered to, and fulfill the clients' necessities while providing an exceptional client experience.
Requirements:
- Experience: 0-2 years relevant experience in Commercial Banking or Wealth Management.
- Skills: Ability to manage relationships both internal and external, ability to multi-task, and mandatory certifications as required for selling financial products.
- Education: Bachelor's/University degree or equivalent experience, and certification AMIB III.
About Citi:
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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