Client Relationship Banker

Role Overview:Client Relationship Banker

A strategic professional that keeps abreast of industry developments and incorporates them into their work and business is the Client Relationship Banker SAFE Act. Strong commercial knowledge and authority both internally and internationally are necessary for this function as a renowned subject matter expert in their field. Usually, only a small number of employees in the company provide this degree of experience. Engaging in some external contact and bargaining at higher levels require strong communication skills. Advanced judgment and the capacity to perform in-depth quantitative and qualitative analysis are necessary for this position in order to generate creative solutions. To tackle complex problems, the person must look beyond preconceived notions, solutions, or existing knowledge, which has a big influence on technical and corporate strategies.

Client Relationship Bankers are accountable for achieving performance targets and ensuring the overall financial success and satisfaction of their client base:

• To excel in client acquisition and conversion, one must continuously identify potential clients, initiate communication, and successfully convert these prospects into loyal customers.
• Develop a detailed understanding of clients' enterprises, wealth accumulation practices, and foresight into events with notable financial impacts.
• Act as a trusted advisor, providing strategic counsel on financial matters with expertise and reliability.
• Cultivate lasting relationships with client families across various generations to build enduring connections to Citi Private Bank.
• Influence Expectations: Effectively shape client expectations regarding feasible solutions.
• Successfully aligning financial plans with client aspirations and willingness to take risks requires a meticulous approach.
• Identify Unsaid Customer Requirements: Pinpoint the requirements of customers that have not been explicitly mentioned.
• Team Synergy: Partner with product authorities to craft cohesive and enduring solutions.
• The core aim is to support clients in achieving their financial and investment goals related to wealth creation and governance.
• Goal Setting: Set ambitious aims, routinely evaluate progress, and adapt plans to fulfill objectives effectively.
• Sales & Referrals: Cultivate a referral system to generate new sales and connect with potential customers.
• Resolution of Negotiations: Complete deals by accepting concessions that are beneficial to the goals of Citi Private Bank.
• Team Development: Offer mentorship to team members to help them develop credibility with clients and intermediaries by fostering strong connections.
• Encourage a Team-First Mentality: Promote a mindset that prioritizes the success and well-being of the team as a whole, fostering a sense of unity and collaboration among team members.
• Collaborate with various support units within Citi Private Bank to leverage diverse perspectives and expertise in order to find effective solutions and overcome obstacles.
• Compliance with regulatory requirements and standards is key for Citi to proactively manage risks and avoid potential liabilities.
• Risk Comprehension: Understand and convey the possible perils involved in different investment strategies.
• Operational Excellence: Ensure operational services operate effectively while upholding robust internal controls.
• Supporting clients through active advocacy to promote the seamless execution of Citi’s internal procedures and offerings.
• Recognize significant problems and escalate them in a timely manner to accelerate the resolution process through Escalation Management.
• Maintaining ethical standards requires the application of sound ethical judgment in business decisions, ensuring compliance with laws and policies, and addressing control issues with transparency.
• Stay informed about financial industry trends, market dynamics, and innovative products to maintain a competitive edge through continuous learning efforts.

Key Qualifications:

• Over a span of 15 years, I have immersed myself in Private Banking, with a particular focus on the UHNW segment. Esteemed for my proficiency in relationship-driven sales and management of client teams.
• Proficiency in the banking products, systems, platforms, and tools utilized by Citi Private Bank.
• The capacity to lead client teams and manage transactions effectively is a hallmark of strong leadership.

Equal Opportunity Employer:

Citi's recruitment policy emphasizes fairness and equal treatment for all candidates, irrespective of their gender identity, national origin, or veteran status.

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