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gold Relationship Banker, Avp
1 week ago
Responsibilities:
- Client Account Management
- Review CG customer needs and asset allocation, proactively 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
- 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.
Qualifications:
- Minimum 8 years of client relationship management experience within wealth management.
- Ability to manage relationships both internal and external; Ability to multitask
- Mandatory certifications as required for selling financial products.
Education:
- Bachelor's/University degree or equivalent experience
Job Family Group:
Private Client Coverage
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Job Family:
Relationship Banker
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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.
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