Citigold Private Client Relationship Banker
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Key skills for this role
About the Role
Citi is seeking a Citigold Private Client Relationship Banker to manage high-value client relationships, advise on asset allocation, and sell fee-based products. The role requires 7+ years of experience and mandatory certifications for selling financial products.
Key Skills for This Role
Responsibilities
- Review CitiGold customer needs and asset allocation, proactively engage with the customer to validate understanding of needs
- Advise CitiGold customers to enrich relationships by mobilizing additional funds and selling fee based products/services
- Review product penetration for assigned client base, identify potential customers for tailored products
- Ensure coverage of all relationships through customer engagements, risk profiling and financial planning
- Organize CitiGold customer events to enhance customer bonding
- Acquire new CitiGold customers through converting referral leads
- Ensure KYC/AML and other compliance norms are strictly adhered to
- Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation
Requirements
- 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
Full Job Posting
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 rega
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
Benefits
- Competitive base salary (annually reviewed)
- Hybrid working model (up to 2 days working at home per week)
- Additional benefits that support you and your family to be well, live well and save well
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