Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management.
Citibank brings the strength and expertise of one of the world's largest financial services companies to personal customers in more than 100 countries and 200 cities.
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. 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.
Your key accountabilities include but are not limited to:
Cross-sell and up-sell 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
Meet assigned referral, balance sheet growth and activity targets in line with current scorecard
Ensure current and prospective clients have a consistent, superior Citibank experience through delivery of outstanding service
Actively participate in client activities such as product information seminars
Ensure up to date knowledge of latest regulations in the finance industry ensuring a proactive approach to understanding current market activities and developments
Maintain a high standard of compliance and control to ensure accurate and error free as well as reducing and minimising critical errors and write offs
To be successful in this position you must have the following skills and experience:
Tier 1 or 2 accredited in managed investments, derivatives, Securities and FX
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 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 Gender Equality and supports a flexible work environment. To apply please follow the online links. To see what other career opportunities we have available right now, please visit our website www.citi.com.au/careers.