Financial Planner growing and managing a portfolio of mass affluent clients at RBC. Providing tailor - made advice and cultivating relationships for client financial success.
CI
Hybrid Senior Relationship Manager MidCorp – Senior Vice President, German Speaker
Posted last week
About the role
- Senior Relationship Manager position at Citi focusing on acquiring new clients and business opportunities in the German middle-market. Requires proficiency in English and German for effective communication.
Responsibilities
- Develops new relationships and acquires new customers for the bank in Germany
- Calls on clients to deepen relationships and proactively owns, responds to, uncovers and anticipates future needs, roadblocks or risks and expectations
- Introduces solutions to clients in building and strengthening an effective portfolio
- Works with product specialists and subject matter experts to structure innovative and customized solutions that meet clients’ individual needs
- Works closely with Case Manager on the on-boarding and retention of clients, ensuring the appropriate “Know Your Client” (KYC) and other compliance deliverables are met
- Identifies cross-sell opportunities to deepen and increase share of wallet
- Maximizes client experience by proactive sharing markets updates, trend and intelligence
- Drives innovation in the solutions we provide clients and further developing our business where necessary and appropriate
- Execution of strategic initiatives launched centrally at all levels
- Networks with clients to identify avenues for new business opportunities
- Administrate the credit relationship of the client, coordinating and supervising the entire process, ensuring the proper application of policies and institutional processes
- Ensures compliance with regulatory requirements and Citi's policies / guidelines at all time
- 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.
Requirements
- Demonstrable relevant experience (10 years or more)
- Sound knowledge of banking products and process as well as a track record of providing sound banking and financial advice and solutions to clients
- Demonstrates advanced credit skills; structures more complex deals, including global transactions
- Demonstrates an expert level of Early Warning Detection skills
- Demonstrates expert level credit skills; capable of structuring all credit deals and guiding staff through the credit deal approval process
- Demonstrates advanced Citi’s credit-process and credit-appetite knowledge
- Bachelor’s/University degree, Masters degree preferred.
- Fluency in English and German required (written and spoken).
Benefits
- 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.
- View Citi’s EEO Policy Statement and the Know Your Rights poster.
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