Citigold Relationship Banker

Bachelor of Business Administration (Management)

Nationality: Any Nationality

Vacancy: 1 Vacancy

Job Description

What you'll do

The Citigold Relationship Banker requires a good knowledge of the range of processes, procedures, and systems to be used in carrying out assigned tasks and a basic understanding of the underlying concepts and principles upon which the job is based.

You are expected to resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents.

• Client Account Management
• Review CG customer needs and asset allocation, pro-actively engage with the customer to validate the understanding of their needs.
• Advise CG customers to enrich the relationships by mobilizing additional funds and selling other fee-based products/services based on the current and future customer needs.
• Review product penetration for the assigned client base, identifying potential CG customers who can be sold tailored products to enhance product penetration.
• Ensure coverage of all relationships through customer engagements and risk profiling.
• Organize CG customer events to enhance customer bonding.
• Acquire new CitiGold customers through converting referral leads.
• 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.
• 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.

What we'll need from you

• Ability to manage relationships both internal and external; Ability to prioritize.
• Mandatory certifications as required for selling financial products.