Citigold Relationship Banker
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Key skills for this role
About the Role
Citi is seeking a seasoned Citigold Relationship Banker to manage client relationships, advise on financial needs, and drive product penetration. The role requires 5-8 years of experience and strong communication and analytical skills.
Key Skills for This Role
Responsibilities
- Review CG customer needs and asset allocation, proactively engage with the customer to validate understanding of needs
- Advise CG customers to enrich relationships by mobilizing additional funds and selling fee based products/services
- Review product penetration for assigned client base, identify potential CG customers for 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, demonstrating consideration for the firm's reputation and safeguarding Citigroup
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 Overview
- The Citigold Relationship Banker is a seasoned professional role.
- Applies in depth disciplinary knowledge, contributing to the development of new techniques and improvement of processes.
- Integrates subject matter and industry expertise within a defined area.
- Requires in depth understanding of how areas collectively integrate within the sub function.
- Evaluates moderately complex and variable issues with substantial potential impact.
- Requires good analytical skills to filter, prioritize and validate complex material.
- Strong communication and diplomacy skills are required.
- Regularly assumes informal/formal leadership role within teams.
- Involved in coaching and training of new recruits.
Responsibilities
- Review CG customer needs and asset allocation, proactively engage with the customer to validate understanding of needs.
- Advise CG customers to enrich relationships by mobilizing additional funds and selling fee based products/services.
- Review product penetration for assigned client base, identify potential CG customers for 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, demonstrating consideration for the firm's reputation and safeguarding Citigroup.
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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