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IPB – Relationship Manager (United States Coverage) – The US Job

Education
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Job Description
At Citi, we get to connect millions of people across hundreds of cities and countries every day. And we have been doing it for more than 200 years. We do this through our unparalleled global network. We provide a broad range of financial services and products to our clients – whether they be consumers, corporations, governments or institutions – to help them meet their biggest opportunities and face the world toughest challenges.

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.

We are currently looking for a high caliber professional to join our team as an IPB Relationship Manager (United States) – Hybrid based in United States. Being part of our team means that we will 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:

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In this role, you are expected to:

Review customer needs and asset allocation, pro-actively engage with the customer to validate the understanding of the needs.
Advise 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 customers who can be sold tailored products to enhance product penetration
Ensure coverage of all relationships through customer engagements, risk profiling and financial planning


Acquire new customers through converting referral leads.
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm 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.
As a successful candidate, you would ideally have the following skills and exposure:

Relevant financial advisory experience and strong financial background preferred
Solid understanding of industry standards and practices.
Excellent communication, both written and spoken; and diplomacy skills
Good attention to detail


Mandatory certifications as required for selling financial products
Bachelor/University degree or equivalent experience
Working at Citi is far more than just a job. A career with us means joining a family of more than 230,000 dedicated people from around the globe. At Citi, you will have the opportunity to grow your career, give back to your community and make a real impact.

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Job Family Group:

Private Client Coverage

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Job Family:

Relationship Banker

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Time Type:

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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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