Global Wealth Manager Professional
1 day ago
You'll be part of a global team that serves affluent to ultra-high net worth clients, helping them maintain liquidity and maximize yields. Our team uses the full power of Citi to serve our clients across regions through our global network.
About the Role
We're currently looking for a high-caliber professional to join our team as Assistant Relationship Manager (ARM), based in Singapore. You'll work closely with relationship managers and their clients/prospects to provide excellent sales, relationship management, and account opening support. Your primary goal will be to help the team acquire, deepen, and broaden existing and potential relationships.
Key Responsibilities:
- Deliver wealth management services to CITI PRIVATE 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 of 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.
Requirements:
- 2-5 years relevant experience.
- Ability to multi-task with strong organizational and time management skills per the needs of banker teams and clients.
- Ability to problem solve and analyze data with demonstration of attention to detail.
- Strong verbal and written communication skills.
- Client-facing experience; strong background and interest in the fields of operations and compliance; previous sales referral experience.
- Knowledge of investments, banking, and credit products.
- US: Licenses: Series 7/63 or 7/66 or willing to acquire within 120 days.
Salary Range:$70,000 - $90,000 per annum
Benefits:
Citi offers a range of benefits to support your health, well-being, and career development. These include access to an array of learning and development resources, programs and services for physical and mental well-being, confidential counseling, and more.
About Us:
Citi is a global bank with a long history of serving clients across the world. We are committed to providing exceptional service and building lasting relationships with our clients.
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