IPB Assistant Relationship Manager

Job description

Whether you’re at the start of your career or looking to discover your next adventure, your story begins here.

At Citi, you’ll have the opportunity to expand your skills and make a difference at one of the world’s most global banks.

We’re fully committed to supporting your growth and development from the start with extensive on-the-job training and exposure to senior leaders, as well as more traditional learning.

You’ll also have the chance to give back and make a positive impact where we live and work through volunteerism.



**Shape your Career with Citi**



**Citi Global Wealth (CGW)** brings together the full power of Citi to serve the entire continuum of wealth clients, from affluent to ultra-high net worth to family offices.

The strategies we create help our clients maintain liquidity while maximizing yields, transact in foreign currency and across borders, and manage fluctuating expenses or cash flow.

We are uniquely suited to helping our clients meet their banking needs across regions through our global network.



We’re currently looking for a high caliber professional to join our team as **Assistant Relationship Manager (ARM)** , based in Singapore.

Being part of our team means that we’ll provide you with the resources to meet your unique needs, empower you to make healthy decision and manage your financial well-being to help plan for your future.

For instance:



+ Citi provides access to an array of learning and development resources to help broaden and deepen your skills and knowledge as your career progresses.

+ Citi provides programs and services for your physical and mental well-being including access to telehealth options, health advocates, confidential counseling and more.

Coverage varies by country.



The ARM is a trainee professional role.

Requires a good knowledge of the range of processes, procedures and systems to be used in carrying out assigned tasks and a basic understanding of the underlying concepts and principles upon which the job is based.

Good understanding of how the team interacts with others in accomplishing the objectives of the area.

Makes evaluative judgements based on the analysis of factual information.

They are expected to resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents.

Must be able to exchange information in a concise and logical way as well as be sensitive to audience diversity.

Limited but direct impact on the business through the quality of the tasks/services provided.

Impact of the job holder is restricted to own job.



**Responsibilities:**



+ Deliver wealth management services to 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 are completed within audit and compliance standards as well as timely.

+ Take ownership of client investigations (e.g., 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 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:**



+ Previous relevant experience preferred

+ Ability to multi-task with strong organizational and time management skills per the needs of banker teams and clients

+ Ability to problem solve and analyze data with demonstration of attention to detail •Strong verbal and written communication skills

+ Client facing experience; strong background and interest in the fields of operations and compliance; previous sales referral experience

+ Knowledge of investments, banking, and credit products



**Education:**



+ Bachelor's Degree , or qualified relevant experience



You will provide excellent sales, relationship management, and account opening support to a team of relationship managers so that the team as a whole is more productive in acquiring, deepening and broadening existing and potential relationships.

You will work with relationship managers, their clients/prospects, advisors and referral sources, and the other support groups in the business.



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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**



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

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_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._



_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review_ _Accessibility at Citi (https://www.citigroup.com/citi/accessibility/application-accessibility.htm)_ _._



_View Citi’s_ _EEO Policy Statement (https://www.citigroup.com/global/eeo-aa-policy)_ _and the_ _Know Your Rights (https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12ScreenRdr.pdf)_ _poster._

Citi is an equal opportunity and affirmative action employer.

Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

Required Skill Profession

Other General