25893794 IPB Assistant Relationship Manager

3 weeks ago

Singapore CITIBANK SINGAPORE LIMITED Full time
Roles & Responsibilities

Job Description

The Assistant Relationship Manager (C10) is a developing professional role. You will provide excellent sales, relationship management, and account opening support to a team of relationship managers so that the team as a whole is more productive in acquiring, deepening and broadening existing and potential relationships. You will work with relationship managers, their clients/prospects, advisors and referral sources, and the other support groups in the business.

Responsibilities:

  • Deliver wealth management services to International Personal Bank clients with guidance from the Banker teams.
  • Manage and execute client transactions with respect to business and individual banking, credit and investment products. Ensure transactions are completed within audit and compliance standards as well as timely.
  • Take ownership of client investigations (e.g., statement reporting issues and pricing inquiries) and collaborate with operational and middle office teams to ensure effective resolution.
  • Coordinate account maintenance for all products and reporting on WINS including address changes, telephone number updates, account status changes, rates and fee waivers.
  • Enforce banking policies and procedures to ensure operational integrity while maintaining high client satisfaction.
  • Proactively arrange and participate in client visits and perform service quality check-in calls to clients.
  • Obtain banker/client appointments to build upon existing or establish new relationships.
  • Identify and document new business opportunities for referral to banker or product specialist.
  • Perform responsibilities through proficient use Citi applications. Participate in service related process improvements.
  • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:

  • 1-3 years relevant experience
  • Mature personality with a high level of initiative and drive
  • Strong team player with good relationship management skills
  • Excellent communication and interpersonal skills

Education:

Bachelor's/University degree or equivalent experience

Tell employers what skills you have

Wealth Management
Audit and Compliance
Relationship Management Skills
Microsoft Excel
Middle Office
Wealth Management Services
Interpersonal Skills
Relationship Management
Private Banking
Transparency
Securities
Compliance
Banking
Team Player
KYC
Pricing

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