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.
Sales and Service:
Compliance and Control:
Key Behavioural Competency Requirements:
Experience and Educational Requirements
Previous Industry Experience:
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.