ULTIMA Life-style Relationship Manager | Citi Careers

Discover your future at Citi

Working at Citi is way over only a job. A profession with us means becoming a member of a crew of greater than 230,000 devoted folks from across the globe. At Citi, you’ll have the chance to develop your profession, give again to your group and make an actual affect.

Job Overview

The Ultima Card Relationship Manager is a creating skilled function. Deals with most issues independently and has some latitude to resolve advanced issues. Integrates in-depth specialty space information with a stable understanding of trade requirements and practices. Good understanding of how the crew and space combine with others in engaging in the aims of the subfunction/ job household. Applies analytical pondering and information of knowledge evaluation instruments and methodologies. Requires consideration to element when making judgments and proposals primarily based on the evaluation of factual info. Typically offers with variable points with probably broader enterprise affect. Applies skilled judgment when decoding knowledge and outcomes. Breaks down info in a scientific and communicable method. Developed communication and diplomacy expertise are required with a view to alternate probably advanced/delicate info. Moderate however direct affect via shut contact with the companies’ core actions. Quality and timeliness of service offered will have an effect on the effectiveness of personal crew and different intently associated groups.

Responsibilities:

• Client Account Management.
• Review buyer wants and asset allocation, pro-actively have interaction with the client to validate the understanding of the wants.
• Advise prospects to complement the relationships by mobilizing further funds and promote different price primarily based merchandise/companies primarily based on the present and future buyer wants.
• Review product penetration for the assigned shopper base, establish potential prospects who could be bought tailor-made merchandise to boost product penetration.
• Ensure protection of all relationships via buyer engagements, threat profiling and monetary planning.
• Organize buyer occasions to boost buyer bonding.
• Acquire new prospects via changing referral leads.
• Compliance, Risk & Controls.
• Ensure that KYC/AML and different compliance norms are strictly adhered to.
• Fulfilling the purchasers’ requirements whereas offering an distinctive shopper expertise is the anticipated conduct from all our staff and will probably be measured by particular metrics.
• Appropriately assess threat when enterprise choices are made, demonstrating explicit consideration for the agency’s status and safeguarding Citigroup, its purchasers and belongings, by driving compliance with relevant legal guidelines, guidelines and rules, adhering to Policy, making use of sound moral judgment relating to private conduct, conduct and enterprise practices, and escalating, managing and reporting management points with transparency

Qualifications:

• 2-5 years related expertise
• Ability to handle relationships each inner and exterior; Ability to prioritize
• Mandatory certifications as required for promoting monetary merchandise

Education:

• Bachelor’s/University diploma or equal expertise

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Job Family Group:

Consumer Sales

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Job Family:

Branch Sales

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Time Type:

Full time

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Most Relevant Skills

Please see the necessities listed above.

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Other Relevant Skills

For complementary expertise, please see above and/or contact the recruiter.

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