The Citigold Relationship Banker is a developing professional role Deals with most problems independently and has some latitude to solve complex problems Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices Good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family Applies analytical thinking and knowledge of data analysis tools and methodologies Requires attention to detail when making judgments and recommendations based on the analysis of factual information Typically deals with variable issues with potentially broader business impact Applies professional judgment when interpreting data and results Breaks down information in a systematic and communicable manner Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information Moderate but direct impact through close contact with the businesses core activities Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams
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 firms 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
2-5 years relevant experience Ability to manage relationships both internal and external; Ability to multi-task Mandatory certifications as required for selling financial products Education
Bachelors/University degree or equivalent experience
Grade All Job Level - All Job FunctionsAll Job Level - All Job Functions - MY
Time Type Full time
Citi is an equal opportunity and affirmative action employer
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity
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Deadline:01st Mar 2020
Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients.
Citi’s Mission and Value Proposition explains what we do and Citi Leadership Standards explain how we do it. Our mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. We strive to earn and maintain our clients’ and the public’s trust by constantly adhering to the highest ethical standards and making a positive impact on the communities we serve. Our Leadership Standards are a common set of skills and expected behaviors that illustrate how our employees should work every day to be successful and strengthens our ability to execute against our strategic priorities.
Diversity is a key business imperative and a source of strength at Citi. We serve clients from every walk of life, every background and every origin. Our goal is to have our workforce reflect this same diversity at all levels. Citi has made it a priority to foster a culture where the best people want to work, where individuals are promoted based on merit, where we value and demand respect for others and where opportunities to develop are widely available to all.
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