Citi
Banking
CitigoldPrivateClientRelationshipBanker
Neural analysis suggests this role is
optimal for Senior candidates.
“Citigold Private Client Relationship Banker at Citi. Skills: Client Account Management, risk profiling, financial planning, Acquire new CitiGold customers. Client Account Management, Review CitiGold (CG) customer needs and asset allocation, pro-actively engage with the customer to validate the understanding of the needs. Advise CG 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 ”
What You'll Achieve.
Fulfilling the clients’ necessities while providing an exceptional client experience is the expected behavior 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 behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency
Industry & Context.
identify potential CG customers; risk profiling; financial planning
Ensure that KYC/AML and other compliance norms are strictly adhered to.
What They're Looking For.
Must Have
Ideally 7 years+ within this space. Previous relevant experience preferred. Ability to manage relationships both internal and Ability to prioritize. Mandatory certifications as required for selling financial products.
What You'll Do.
Client Account Management, Review CitiGold (CG) customer needs and asset allocation, pro-actively engage with the customer to validate the understanding of the needs.
Advise CG 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 CG 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 CG customer events to enhance customer bonding.
Acquire new CitiGold customers through converting referral leads.
How You'll Work.
Team & Collaboration
Ability to manage relationships both internal and
Communication Scope
executive presentations
Full Job Description
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 (CG) customer needs and asset allocation, pro-actively engage with the customer to validate the understanding of the needs. * Advise CG 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 CG 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 CG customer events to enhance customer bonding. * Acquire new CitiGold customers through converting referral leads. * Compliance, Risk & Controls * Ensure that KYC/AML and other compliance norms are strictly adhered to. * Fulfilling the clients’ necessities while providing an exceptional client experience is the expected behavior 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 behavior, conduct a
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