Citi Australia is seeking best-in-class relationship managers to join its rapidly growing wealth management business, and support targets to triple the client base and assets under management (AUMs) by 2020.
Leveraging its capabilities as a global bank, Citi Australia is repositioning its wealth management business to focus on meeting the needs of High Net Wealth (HNW) Australians.
Our HNW clients expect only the best when it comes to the management of their wealth, and are increasingly looking to our team of expert relationship managers to guide them towards meeting their goals from a wealth generation and preservation perspective.
To keep up with this demand, we are looking to find individuals who have an entrepreneurial bent and are keen to work for a global company that can elevate their career to the next level.
A Relationship Manager’s (RM) primary responsibility is to proactively manage a portfolio of up to 250 affluent, high net worth clients within our ‘Citigold ’ Segment (clients with approximately $250M - $1MM FUM). You will do this by building strong relationships with your clients and ensuring your clients receive expert advice on Citi’s investment, wealth management and treasury products. Critical to your success will by your ability to deepen your client relationships by owning and responding to your clients’ complex needs.
You will be responsible for driving sales revenue, increasing the value of your clients’ portfolio, deepening your relationships with your clients whilst ensuring a high standard of compliance and control is maintained. In addition to this you will build strong internal relationships with the product teams and other subject matter experts across the franchise to tailor solutions to ensure each customer’s unique needs are met.
Relationship Managers play a pivotal role in driving Citi’s wealth proposition and strategy. In return we offer best in class training, career development and reward and recognition programs.
Sales and Service:
Compliance and Control:
Key Requirements & Qualifications
When you work at Citi, you’ll be working for an organisation that truly has a global footprint and a powerful network that spans the globe. We celebrate individual ingenuity and leverage the diversity of our people in order to drive high performance. Through dedicated support, training and resources, we promote our talent and future leaders to bring about lasting and positive impact. Citi continues to be an Employer of Choice for Women and supports a flexible work environment.
Citi is more than a global financial services company. It’s an engine for progress. Join us, and you’ll have the chance to get involved in progress in all its shapes and forms, right across the world. From the micro to the macro, from Australia to Zambia, the work we do has real positive impact. Wherever you are and whatever you do, progress starts here.