Commercial Executive responsible for corporate insurance client acquisition and strategic relationship management. Working with corporate insurance programs at Acrisure in São Paulo, Brazil.
About the role
- Client Executive Manager managing capital markets deals such as bond issues and M&A at Citi. Partnering with Sales and Product teams to support client relationships and drive new business.
Responsibilities
- Responsible for day to day support of capital markets deals such as bond issues, commercial paper, M&A, structured finance and project finance deals.
- Partner with Sales and Product partners to support client relationships and cultivate new business.
- Address client inquiries and work with functional partners on any special client servicing issues or requirements.
- Provide back-up coverage to other transaction and relationship managers within the team/transaction and relationship management group.
- Assist the client lifecycle strategy from acquisition through early client engagement implementation and maintenance of transactions.
- Assist with client and other transaction stakeholders (bankers, counsel, lenders, noteholders) with day-to-day activities related to their transactions.
- Review and process day-to-day transaction activity.
- Address and resolve inquiries from both internal and external Agency & Trust clients in connection with transactions.
- Adhere to A&T/Citibank policies and procedures as regards client onboarding, deal implementation, account opening and deal maintenance.
- Coordinate with Operations for transaction set-up, activity and reporting.
- Coordinate with Operations for inquiries from clients and other transaction stakeholders.
- In all matters, demonstrate particular consideration for the banks 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.
- Participate in routine client calls to existing and new customers of Agency & Trust.
Requirements
- Minimum 5-year Corporate Trust or comparable relevant experience in corporate banking
- Demonstrated experience in deal implementation and maintenance
- Demonstrated knowledge of Corporate Trust
- Ability to analyze and interpret complex Corporate Trust legal documents.
- Ability to manage and meet a diverse set of internal and external demands.
- Ability to work unsupervised and adjust priorities quickly as circumstances dictate
- Ability to work under pressure and manage deadlines or unexpected changes in expectations or requirements
- Demonstrated problem-solving and decision-making skills
- Demonstrated analytical and influencing skills
- Consistently demonstrates clear and concise written and verbal communication
- Fluent in English
Benefits
- medical, dental & vision coverage
- 401(k)
- life, accident, and disability insurance
- wellness programs
- planned time off (vacation)
- unplanned time off (sick leave)
- paid holidays
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