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Strategic Client Relationship Manager
2 months ago
Citi Global Wealth (CGW) is a leading provider of wealth management services to affluent individuals and families. We are seeking a highly skilled and experienced professional to join our team as a Vice President, IPB Market Manager.
The successful candidate will be responsible for growing and managing international client relationships, leveraging and cross-selling Citi financial products and services. They will also be expected to provide ongoing portfolio review and proactive financial advice, recommending and cross-selling appropriate Citi products and services to meet clients' financial goals.
Key responsibilities will include:
- Building and developing relationships with new and existing clients to meet business objectives
- Providing ongoing portfolio review and proactive financial advice
- Recommending and cross-selling appropriate Citi products and services
- Understanding and explaining global markets and economic conditions to clients
- Leveraging financial planning tools to determine prudent investment strategies for clients
The ideal candidate will have 6-10 years of recent financial advisory experience, with a strong track record of managing sales teams in banks. They will also have excellent client service skills and the ability to handle client concerns with tact and professionalism.
Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.