Role at a glance
- Job function
-
Banking, Payments & Insurance Retail & Commercial Banking
- Salary
- Not Disclosed
- Location
- Beijing Shanghai China
- Work arrangement
- On-site
- Employment
- Full-time
- Experience
- 6-10 years of experience
- Education
- Bachelor's
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Role Summary
The Senior Relationship Manager advises clients on capital raising, mergers and acquisitions, and other financial transactions in coordination with the Institutional Banking team. The role also intermediates client trading and manages corporate banking relationships across financing, cash management, trade, foreign exchange, commodities, fixed income, lending, and capital market products.
What You'll Do
- Expand a portfolio of accounts with complex financial needs to support revenue growth and credit quality.
- Identify customer needs and recommend financing, cash management, and foreign currency solutions.
- Cross-sell banking products including trade finance, foreign exchange, commodities, fixed income, loans, and capital market products.
- Manage credit aspects of client relationships, including annual reviews, early problem recognition, and remedial management.
- Assess risk in business decisions and drive compliance with applicable laws, rules, regulations, and policies.
Generated from the employer's posting. Verify important details before applying.
View full postingQualifications
Comprehensive knowledge of credit analytics and financial modelling; proven expertise in risk assessment and valuation.
Required
- 6-10 years of experience
- Comprehensive knowledge of credit analytics and financial modelling
- Proven expertise in Risk assessment and valuation
- Bachelor's degree/University degree or equivalent experience
Preferred
- Master's degree
Original job description
Content provided by the employer
Original job description
Content provided by the employer
The Senior Relationship Manager is a senior-level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team. The Senior Relationship Manager also serves as an intermediary in trading for clients. The overall objective of this role is 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
- 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
- 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 job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
|CCCL|BJBR|C13|HJS|LP|
•Working Environment: office setting, minimal travel required.
• Effort: minimal physical effort required.
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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.------------------------------------------------------
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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.