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Avp - Relationship Manager, Multinational Corporates

https://www.citi.com/ Logo

Citi

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Location:
Indonesia , Jakarta

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Category:

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Contract Type:
Not provided

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Salary:

Not provided

Job Description:

The Relationship Analyst is an intermediate-level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team. The Relationship Analyst also serves as an intermediary in trading for clients. The overall objective of this role is to act as strategic advisor to our clients by formulating investment strategies and raising capital for clients.

Job Responsibility:

  • Build relationships with various internal and external audiences to ensure timely problem resolutions and to provide support for a range of audience needs and services
  • Perform financial and operational investigations, including credit, foreign exchange, cash management and trade services, ensuring timely resolution and client satisfaction
  • Assist Banker with the preparation of relationship reviews and client portfolios
  • Partner with Product Partners and Relationship Managers to perform various activities for Know Your Client (KYC) requirements, including timely origination, monitoring, renewals and completion across all product and marketing levels
  • Facilitate credit originations, credit allocation, approvals, documentation, bookings, fee collections and renewals for Standby Letters of Credit and justify exceptions, as well as credit allocation from Parent Account Management teams and Credit Risk Management
  • Identify revenue opportunities, position certain products with clients and monitor billing and service queries, as well as correct mapping/marketing hierarchies in Citi Investment Strategies (CIS) to ensure revenues earned from all products are appropriately reflected
  • Represent banking coverage team in client meetings
  • Assist with Banker activities in the absence of Banker, including making decisions and assisting in closing transactions, as needed
  • 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:

  • 5-8 years of relevant experience
  • Bachelor’s degree in Finance or closely related areas of Business Administration
  • Credit skills/experience (i.e., financial accounting, commercial lending theories, industry awareness, loan structuring, etc.) preferred
  • Proven ability to learn and exert sound judgment
  • Comprehensive knowledge of the current banking relationship, return hurdles (for CB RAs), and relationship strategy
  • Comprehensive knowledge of client business and operations, including client's treasury model and philosophy (funding model, cash management strategy, decision making, subsidiary support policy, wallet sharing, who is in the bank group, etc.)
  • Proven knowledge of Support, Credit & Legal documentation requirements (e.g., Letters of Comfort, parent guarantees, LC's and their agreements, ISDA/CSA, Short Term Loan agreements, Cards Agreements, etc.)
  • Comprehensive knowledge of basic accounting concepts to review and extract information from financial statements/filings
  • Series 7 and 63 licenses preferred

Nice to have:

  • Credit skills/experience (i.e., financial accounting, commercial lending theories, industry awareness, loan structuring, etc.) preferred
  • Series 7 and 63 licenses preferred

Additional Information:

Job Posted:
March 22, 2026

Employment Type:
Fulltime
Work Type:
On-site work
Job Link Share:

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