Responsibilities
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Deliver wealth management services to International Personal Bank clients with guidance from the Banker teams. Manage and execute client transactions with respect to business and individual banking, credit and investment products.
Ensure transactions arepleted within audit andpliance standards as well as timely. Take ownership of client investigations (, statement reporting issues and pricing inquiries) and collaborate with operational and middle office teams to ensure effective resolution. Coordinate account maintenance for all products and reporting on WINS including address changes, telephone number updates, account status changes, rates and fee waivers. Enforce banking policies and procedures to ensure operational integrity while maintaining high client satisfaction. Proactively arrange and participate in client visits and perform service quality check-in calls to clients. Obtain banker/client appointments to build upon existing or establish new relationships. Identify and document new business opportunities for referral to banker or product specialist. Perform responsibilities through proficient use Citi applications.
Participate in service related process improvements. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by drivingpliance 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: 1-3 years relevant experience Mature personality with a high level of initiative and drive Strong team player with good relationship management skills Excellentmunication and interpersonal skills Education: Bachelor's/University degree or equivalent experience
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Job Family Group: Private Client Coverage
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Job Family: Client Services
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Time Type: Full time
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Most Relevant Skills Please see the requirements listed above.
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Other Relevant Skills Forplementary skills, please see above and/or contact the recruiter.
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Job ID 25893794