Financial Services Professional
hace 1 semana
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 our team, you will be responsible for monitoring, assessing, and analyzing client needs and developing strategies to meet those needs.
Key Responsibilities- Client Account Management
- Review client needs and asset allocation to identify opportunities for growth and development.
- Proactively engage with clients to validate their understanding of their needs and provide tailored solutions.
- Advise clients on financial planning and risk management strategies to enhance their relationships with Citi.
- Review product penetration for assigned clients and identify opportunities to sell additional products and services.
- Ensure comprehensive coverage of all client relationships through regular engagement, risk profiling, and financial planning.
- Organize client events to foster strong relationships and enhance client bonding.
- Acquire new CitiGold customers through converting referral leads.
- Compliance, Risk & Controls
- Ensure strict adherence to KYC/AML and other compliance norms.
- Fulfill client needs while providing an exceptional client experience, measured by specific metrics.
- 0-2 years of relevant experience in financial services.
- Ability to manage relationships both internal and external.
- Ability to multi-task and prioritize multiple responsibilities.
- Mandatory certifications as required for selling financial products.
- Bachelor's/University degree or equivalent experience.
- Desirable certification in Figure 3 AMIB.
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