Role at a glance
- Job function
-
Banking, Payments & Insurance Retail & Commercial Banking
- Salary
- Checking details Salary details are being checked. See the description for the employer's terms.
- Location
- Tian Jin Shanghai China
- Work arrangement
- Hybrid
- Employment
- Full-time
- Experience
- 6-10 years of Experience
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About the role
Original posting provided by Citi
The Client Manager is a client facing banker responsible for a seamless execution on onboarding and implementation, service coordination and credit management. This position acts as a central point of contact for clients and internal partners, ensuring operational efficiency and effective relationship support.
Responsibilities:
1. Relationship & Origination Support
- Maintain professional and strategic relationships with key client representatives and decision-makers.
- Understand client drivers and support Subsidiary Account Managers, Regional Account Managers (RAMs) and Parent Account Managers (PAMs), as applicable, in origination activities.
- Mentor junior Client Managers in understanding client needs and identifying business opportunities.
- Execute key strategic business campaigns, including comprehensive account planning, wallet sizing, and corridor or product initiatives.
- Originates and executes client transactions on only Client Manager covered clients , managing day-to-day client interactions, deal structuring, financial analysis, and coordination with internal partners to delivery mandates
2. Credit Management
- Oversee and manage credit requests in close coordination with various internal teams, providing input and ensuring timely resolution.
- Timely oversight and guidance on credit risk mitigation, monitoring credit lines, and escalating exceptions.
3. Onboarding & Implementation
- Manage the end-to-end client onboarding experience for clients, from initiating CRM requests to post-implementation follow up.
- Identify best practices for client documentation and facilitate comprehensive client training programs to ensure a seamless and efficient transition for clients.
4. Service Coordination
- Act as a primary escalation point and trusted advisor for strategic clients, expertly managing and resolving client issues.
- Facilitate operational efficiency and client satisfaction by optimizing day-to-day operational flows, analyzing client feedback, and identifying proactive solutions.
5. KYC Ownership
- Oversee and ensure the integrity of KYC (Know Your Customer) processes for a portfolio of clients.
- Take responsibility for completing, maintaining, and reviewing accurate client profiles, and mentor junior team members on KYC best practices and regulatory requirements.
- 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 behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Qualifications:
- 6-10 years of Experience
- Technical Skills: Advanced product knowledge and a comprehensive understanding of operational processes and in depth knowledge of KYC/AML regulatory requirements.
- Organizational Skills: Excellent organizational and time-management skills with the ability to manage multiple priorities and stakeholders simultaneously.
- Problem-Solving: Demonstrated ability to resolve complex, multi-faceted client issues, manage high stakes escalations, and drive process improvements through strategic solutions.
- Interpersonal Skills: Strong communication and interpersonal skills, with a strong commitment to delivering a high level of client service and ability to develop and maintain robust, executive-level client relationships and influence key stakeholders
- Attention to Detail: Meticulous accuracy and unwavering attention to detail in all aspects of work, critical for managing high-value client portfolios
Education:
Bachelor's/University degree, Master's degree preferred
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Job Family Group:
Institutional Banking------------------------------------------------------
Job Family:
Corporate Banking------------------------------------------------------
Time Type:
Full time------------------------------------------------------
Most Relevant Skills
Please see the requirements listed above.------------------------------------------------------
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.------------------------------------------------------
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.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View Citi’s EEO Policy Statement and the Know Your Rights poster.
About the company
Citi
Large Enterprise
Citi is a global financial services corporation that offers a wide range of financial products and services, including consumer banking, credit, investment banking, and wealth management. With a presence in nearly 100 countries, Citi serves millions of customers, from individuals and small businesses to large corporations and governments. The company is dedicated to innovation and sustainability, actively working to support economic growth while addressing environmental and social challenges. Citi’s commitment to providing exceptional service and fostering diverse talent makes it a prominent choice for students aspiring to build a career in finance and banking.