Ipb - Assistant Relationship Manager

1 day ago

Singapore Citi Full time

**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.

**Qualifications**:

- Previous relevent experience preferred
- 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

**Education**:

- High School diploma or equivalent

**Assistant Relationship Manager**

**Description**

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.

**Qualifications**
- 1-3 years banking experience
- Mature personality with a high level of initiative and drive
- Strong team player with good relationship management skills
- Excellent communication and interpersonal skills
- **Job Family Group**:
Private Client Coverage
- **Job Family**:
Client Services
- **Time Type**:
Full time
- 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.

View the "**EEO is the Law**" poster. View the **EEO is the Law Supplement**.

View the **EEO Policy Statement**.

View the **Pay Transparency Posting

  • IPB - Business Development Manager

    5 days ago

    Singapore Citigroup Inc. Full time

    Overview Citi Global Wealth (CGW) brings together the full power of Citi to serve the continuum of wealth clients, from affluent to ultra-high net worth to family offices. The strategies we create help clients maintain liquidity while maximizing yields, transact in foreign currency and across borders, and manage fluctuating expenses or cash flow. We are...

  • IPB Investment Counselor

    2 weeks ago

    Singapore Citi Full time

    Vice President (VP), IPB Investment Counselor - C13, SINGAPORE Join to apply for the Vice President (VP), IPB Investment Counselor - C13, SINGAPORE role at Citi Continue with Google Continue with Google Vice President (VP), IPB Investment Counselor - C13, SINGAPORE 3 days ago Be among the first 25 applicants Join to apply for the Vice President...

  • IPB Investment Counselor

    1 week ago

    Singapore Citi Full time

    Vice President (VP), IPB Investment Counselor - C13, SINGAPORE Join to apply for the Vice President (VP), IPB Investment Counselor - C13, SINGAPORE role at Citi Continue with Google Continue with Google Vice President (VP), IPB Investment Counselor - C13, SINGAPORE 3 days ago Be among the first 25 applicants Join to apply for the Vice President (VP), IPB...

  • Ipb - Business Development Manager

    4 days ago

    Singapore Citi Full time

    **Citi Global Wealth (CGW) **brings together the full power of Citi to serve the entire continuum of wealth clients, from affluent to ultra-high net worth to family offices. The strategies we create help our clients maintain liquidity while maximizing yields, transact in foreign currency and across borders, and manage fluctuating expenses or cash flow. We...

  • Ipb - Officer - Assistant Relationship Manager (C09) - Singapore

    1 week ago

    Singapore Citi Full time

    Whether you’re at the start of your career or looking to discover your next adventure, your story begins here. At Citi, you’ll have the opportunity to expand your skills and make a difference at one of the world’s most global banks. We’re fully committed to supporting your growth and development from the start with extensive on-the-job training and...

  • 24794089 IPB - Business Development Manager

    2 weeks ago

    Singapore CITIBANK SINGAPORE LIMITED Full time

    Roles & ResponsibilitiesCiti Global Wealth (CGW) brings together the full power of Citi to serve the entire continuum of wealth clients, from affluent to ultra-high net worth to family offices. The strategies we create help our clients maintain liquidity while maximizing yields, transact in foreign currency and across borders, and manage fluctuating expenses...

  • IPB Assistant Relationship Manager

    2 weeks ago

    Singapore Citi Full time

    The Assistant Relationship Manager (C10) is a developing professional role. You will provide excellent sales, relationship management, and

  • Ipb - Assistant Relationship Manager

    2 weeks ago

    Singapore Citi Full time

    **Citi Global Wealth (CGW)**brings together the full power of Citi to serve the entire continuum of wealth clients, from affluent to ultra-high net worth to family offices. - Citi provides access to an array of learning and development resources to help broaden and deepen your skills and knowledge as your career progresses. - We have a variety of programs...

  • Ipb - Assistant Relationship Manager

    4 days ago

    Singapore Citi Full time

    Whether you’re at the start of your career or looking to discover your next adventure, your story begins here. At Citi, you’ll have the opportunity to expand your skills and make a difference at one of the world’s most global banks. We’re fully committed to supporting your growth and development from the start with extensive on-the-job training and...

  • Ipb - Relationship Manager

    1 week ago

    Singapore Citi Full time

    The Relationship Manager is an intermediate-level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team. The Relationship Manager also serves as an...