Citigold Relationship Manager
4 days ago
At **Citi**, we get to connect millions of people across hundreds of cities and countries every day. And we've been doing it for more than 200 years. We do this through our unparalleled global network. We provide a broad range of financial services and products to our clients - whether they be consumers, corporations, governments or institutions - to help them meet their biggest opportunities and face the world's toughest challenges. **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. We’re currently looking for a high caliber professional to join our team as **Officer, Citigold Relationship Manager - Hybrid** based in Singapore. Being part of our team means that we’ll provide you with the resources to meet your unique needs, empower you to make healthy decision and manage your financial well-being to help plan for your future. For instance: - 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 offer our employees resources and tools to volunteer in the communities in which they live and work. In 2019, Citi employee volunteers contributed more than 1 million volunteer hours around the world. **Responsibilities**: - Client Account Management - Review CG customer needs and asset allocation, pro-actively engage with the customer to validate the understanding of the needs. - Advise CG customers to enrich the relationships by mobilizing additional funds and sell other fee based products/services based on the current and future customer needs. - Review product penetration for the assigned client base, identify potential CG customers who can be sold tailored products to enhance product penetration - Ensure coverage of all relationships through customer engagements, risk profiling and - financial planning. - Organize CG customer events to enhance customer bonding. - Acquire new CitiGold customers through converting referral leads. - Compliance, Risk & Controls - Ensure that KYC/AML and other compliance norms are strictly adhered to. - Fulfilling the clients’ necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics. **Qualifications**: - Previous relevant experience preferred - Ability to manage relationships both internal and external; Ability to multi-task - Mandatory certifications as required for selling financial products **Education**: - High School diploma or equivalent - **Job Family Group**: Private Client Coverage - **Job Family**: Relationship Banker - **Time Type**: - 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
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