Citigold Private Client Relationship Banker - VP

By Joining Citi, you will become part of a global organisation whose mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress.

What you’ll do

The Citigold Relationship Banker requires a good knowledge of the range of processes, procedures and systems to be used in carrying out assigned tasks and a basic understanding of the underlying concepts and principles upon which the job is based.

You are expected to resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents.

• Client Account Management

• Review CitiGold and CitiGold Private Client customer needs and asset allocation, pro-actively engage with the customer to validate the understanding of the needs.

• Advise CitiGold and CitiGold Private Client customers to enrich the relationships by mobilizing additional funds and sell other fee based products/services based on the current and future customer needs.

• Review product penetration for the assigned client base, identify potential CitiGold and CitiGold Private Client 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 CitiGold and CitiGold Private Client customer events to enhance customer bonding, drive client engagement & attendance during Citi organized events

• Acquire new CitiGold and CitiGold Private Client customers through converting referral leads.

• Strict adherence to Citi Compliance, Risk & Controls

• Ensure that KYC/AML and other compliance norms are strictly adhered to.

• Fulfilling the client's necessities while providing an exceptional client experience is the expected behaviour from all our employees and it will be measured by specific metrics.

• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behaviour, conduct and business practices, and escalating, managing and reporting control issues with transparency

What we’ll need from you

• Ideally 7 years+ within this space

• Previous relevant experience preferred

• Ability to manage relationships both internal and external; Ability to prioritize

• Mandatory certifications as required for selling financial products

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Job Family Group:

Private Client Coverage

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Job Family:

Relationship Banker

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Time Type:

Full time

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

 

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