Citigold Relationship Manager (职位编号:20191483)
花旗银行(中国)有限公司广州分行
- 公司规模:500-1000人
- 公司性质:外资(欧美)
- 公司行业:银行
职位信息
- 发布日期:2020-11-19
- 工作地点:广州
- 招聘人数:1人
- 工作经验:5-7年经验
- 学历要求:本科
- 职位月薪:1.5-2万/月
- 职位类别:个人业务客户经理
职位描述
DESCRIPTION/RESPONSIBILITIES:
The Citigold Relationship Banker is a developing professional role. Applies specialty area knowledge in monitoring, assessing, analyzing and/or evaluating processes and data. Identifies policy gaps and formulates policies. Interprets data and makes recommendations. Researches and interprets factual information. Identifies inconsistencies in data or results, defines business issues and formulates recommendations on policies, procedures or practices. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team.
Responsibilities:
* Client Account Management
* Review CG customer needs and asset allocation, pro-actively engage with the customer to validate the understanding of the needs.
* Advise CG 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 CG customers who can be sold tailored products to enhance product penetration
* Ensure coverage of all relationships through customer engagements, risk profiling and
* financial planning.
* Organize CG customer events to enhance customer bonding.
* Acquire new CitiGold customers through converting referral leads.
* Compliance, Risk & Controls
* Ensure that KYC/AML and other compliance norms are strictly adhered to.
* 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
* Ability to manage relationships both internal and external; Ability to multi-task
* Mandatory certifications as required for selling financial products
Education:
* Bachelor's/University degree or equivalent experience
Grade :All Job Level - All Job FunctionsAll Job Level - All Job Functions - CN
Time Type :Full time
职能类别:个人业务客户经理
公司介绍
为了迎接新的挑战和机遇,花旗银行(中国)有限公司广州分行诚聘优秀人才加盟。
Citi first established an office in China on May 15, 1902, in Shanghai. In April 2007, Citi was among the first international banks to locally incorporate in China. Citi's locally incorporated entity is known as Citibank (China) Co Ltd, which is wholly owned by Citibank N.A. Today Citi is a leading international bank in China, and has thirteen corporate bank branches - in Beijing, Shanghai, Guangzhou, Shenzhen, Tianjin, Chengdu, Hangzhou, Dalian, Chongqing, Guiyang, Nanjing, Changsha and Wuxi and fifty-two consumer bank outlets. With operations in more than 160 countries around the world, Citi is the most global of all international banks in China.
联系方式
- 公司地址:地址:span广州天河区体育东路118号财富广场西塔805室