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