Senior Relationship Manager - Chatswood

Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients. We are Citi, the global bank – an institution connecting millions of people across hundreds of countries and cities.

We’ve built a world famous, trusted brand over 200 years of continuously evolving financial services. And today, our influence continues to grow: with financial operations in 160 countries and 100 currencies. We have 200 million different clients, including some of the biggest names in the industries, sectors, businesses and governments that we serve every day. It all adds up to an exciting place to be for talented, ambitious people who want to build a truly remarkable career.

Strategic Intent

A Senior Relationship Manager’s (Snr RM) primary responsibility is to proactively manage a portfolio of approximately 250 affluent, high net worth clients within our ‘Citigold ’ Segment (clients with approximately ($250M - $1MM FUM). Typically you will be servicing clients who fall in the upper end of the segment from a FUM perspective. This will require a more strategic approach to building relationships with your customer in order to cater to their sophisticated and complex investment needs. 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.

Snr RM’s 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.


Key Accountabilities

Sales and Service:

  • Proactively manage the client portfolio through the provision of both Wholesale 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
  • 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 development
  • 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.
  • Comply with established policies and procedures to ensure confidentiality and security of bank and client assets and information
  • Maintain a high standard of ethics and conduct for sound banking operations, business success and the bank’s reputation
  • Adhere to all applicable requirements established by Citi to ensure they are fully committed to its AML/CTF and/or sanctions compliance responsibilities as set out in the relevant Citi Global, Regional and/or Australian AML/CTF and/or Sanctions Policies, Procedures, Standards, Directives and Programs.

Key Behavioral 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:

  • 8 + 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 organization 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 www.citicomau/privacy.

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