Relationship Manager - Perth

As part of one of the world's largest financial services companies with a presence in more than 100 countries, Citi Australia has provided financial services to Australian corporates, consumers, institutions and governments for more than 30 years. Recognised for its innovative range of global products and services, Citi today counts more than one million Australians and one thousand local corporate and institutional clients as valued customers.

A Relationship Manager’s (RM) primary responsibility is to proactively manage a portfolio of approximately 400 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.

RM’s at play a pivotal role in driving Citi’s wealth proposition and strategy. In return we offer dynamic career progression, best in class training, leadership development and reward and recognition programs.

Key Accountabilities

Sales and Service:

  • Build and manage the client portfolio through the provision of both Wholesale investment transactions and general financial advice, with a focus on affluent, high net worth clients.
  • Identify cross-sell opportunities by completing an Investor Questionnaire and meeting those needs through the sale of appropriate financial products or referring opportunities to the appropriate specialists
  • Continuously and proactively source and develop new business from internal and external referral networks
  • Meet assigned referral, balance sheet growth and activity targets in line with current scorecard
  • Work closely with internal stakeholders and subject matter experts to achieve business goals and targets.

Client Engagement:

  • Ensure current and prospective clients have a consistent, superior Citibank experience through delivery of outstanding service
  • Leverage working knowledge of investment and banking products as required to deepen client relationships
  • Actively participate in client activities such as product information seminars

Compliance and Control:

  • Ensure up to date knowledge of latest regulations in the finance industry ensuring a proactive approach to understanding current market activities and developments
  • Actively participate in client activities such as seminars
  • Action day-to-day operational and administrative tasks as required
  • Maintain a high standard of compliance and control to ensure accurate and error free as well as reducing and minimizing critical errors and write offs.



Key Behavioural Competency Requirements:

  • Delivering Results & Meeting Customer Expectations
  • Achieving personal work goals & objectives
  • Strong sales ability and methodology
  • Relating & networking
  • Presenting & communicating information
  • Coping with pressures & setbacks
  • Following instructions & procedures
  • Delivering an excellent client service
  • Building positive working relationships

Experience and Educational Requirements


  • Degree qualification in Business or Finance related
  • Advanced Diploma of Financial Planning (RG146)


  • RG146
  • Tier 1 or 2 accredited in managed investments, derivatives, Securities and FX

Previous Industry Experience:

  • 6 + years in Financial services industry experience
  • Extensive knowledge in investment, wealth management and treasury products
  • A proven track record in sales
  • Proven relationship management skills dealing with affluent, high net worth clients
  • Deep understanding of industry legislative and compliance regime

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.

Personal information (as defined in the Privacy Act 1988) will be handled in accordance with our Privacy Policy. Please see

Are you viewing this job on LinkedIn? Click here to apply