Citigold Relationship Banker
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Key skills for this role
About the Role
Citi is looking for a Citigold Relationship Banker to manage client accounts, advise on asset allocation, and acquire new Citigold customers. The role requires 5-8 years of experience, strong relationship management skills, and mandatory certifications for selling financial products.
Key Skills for This Role
Responsibilities
- Review 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
- Review product penetration for the assigned client base, identify potential CG customers who can be sold tailored products
- 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
- Ensure that KYC/AML and other compliance norms are strictly adhered to
- Appropriately assess risk when business decisions are made
Requirements
- 5 8 years of experience
- Ability to manage relationships both internal and external; Ability to prioritize
- Mandatory certifications as required for selling financial products
- Bachelor's/University degree or equivalent experience
Full Job Posting
Job Description
- The Citigold Relationship Banker is a seasoned professional role. Applies in depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work flow for the area or function.
Responsibilities
- Client Account Management
- Review 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.
- 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
Qualifications
- 5 8 years of experience
- Ability to manage relationships both internal and external; Ability to prioritize
- Mandatory certifications as required for selling financial products
- Bachelor's/University degree or equivalent experience
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