Wealth Relationship Associate
Posted on: 18 Nov 2021
San Francisco, CA
Job Description
Responsibilities:
The Relationship Associate will be responsible for providing a remarkable client experience and deepening relationships of Private Bank clients.The Manager Associate will utilize a team-based approach to provide potential solutions to a client’s complex financial needs.
Serve as the primary point of contact, responsible for retail sales, service and client experience for Citigold ‘Service’ clients Sales
Conduct banking discussions with clients to understand client needs; clearly create, communicate, and execute solutions
Identify new business, build and deepen relationships to gain incremental wallet share, and cross sell opportunities within the assigned portfolio
Ensure productivity, service and client satisfaction indicators are above the minimum defined standard
Refer opportunities to segment partners where appropriate
Take ownership of the client experience
Ensure client’s documentation and information is up to date and complete according to the regulatory requirements. Follow up on documentary exceptions until they are regularized.
Ensure full accomplishment of all risk, compliance and control policies and procedures for the assigned portfolio and the unit (i.e. KYCs, AML alerts, EUDD, COB, MCA, etc.).
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.
Qualifications:
0-2 years relevant experience
Positive spirit, energetic and enthusiastic Experience financial services with a strong knowledge of banking and credit products Ability to establish relationships and partner effectively with other departments or businesses within Citi including sales
Knowledge of Citi’s products and services including features and benefits of product packages, fee structures, etc. Knowledge and understanding of global, regional and local sales and service end-to-end processes including policies and procedures
Citibank
New York, New York
Citigroup Inc., a diversified financial services holding company, provides various financial products and services for consumers, corporations, governments, and institutions in North America, Latin America, Asia, Europe, the Middle East, and Africa. The company operates through two segments, Global Consumer Banking (GCB) and Institutional Clients Group (ICG). The GCB segment offers traditional banking services to retail customers through retail banking, commercial banking, Citi-branded cards, and Citi retail services.
It also provides various banking, credit card lending, and investment services through a network of local branches, offices, and electronic delivery systems. The ICG segment provides wholesale banking products and services, including fixed income and equity sales and trading, foreign exchange, prime brokerage, derivative services, equity and fixed income research, corporate and consumer loans, investment banking and advisory services, private banking, cash management, trade finance, and securities services to corporate, institutional, public sector, and high-net-worth clients. As of December 31, 2018, it operated 2,410 branches in the United States, Mexico, and Asia. Citigroup Inc. was founded in 1812 and is headquartered in New York, New York.
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IndustryBanking/Financial Services
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No. of Employees203,000
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Website
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Jobs Posted4475
