Citigold Relationship Banker Job at Citi (Singapore)

Citigold Relationship Banker

The Citigold Relationship Banker is a developing professional role. Applies spec...

Location

Mexico , Guadalajara

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

0-2 years relevant experience
Ability to manage relationships both internal and external
Ability to prioritize
Mandatory certifications as required for selling financial products
Bachelor's/University degree or equivalent experience

Job Responsibility

Client Account Management
Review CG customer needs and asset allocation
Advise CG customers to enrich relationships by mobilizing additional funds and selling fee-based products
Review product penetration for assigned client base
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 KYC/AML and other compliance norms are strictly adhered to
Assess risk when making business decisions

Fulltime

Citigold Relationship Banker

The Citigold Relationship Banker is a developing professional role that applies ...

Location

Mexico , Monterrey

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Bachelor's/University degree or equivalent experience
0-2 years relevant experience
ability to manage relationships both internal and external
ability to prioritize
mandatory certifications as required for selling financial products
Licenciatura Económico-Administrativo concluida
experiencia como Becarios, Servicio Social o Practicas Profesionales
conocimiento en Inversiones, Mercado Financiero, Derivados
certificación AMIB Figura 3 (deseable)
habilidades: Trabajo en Equipo, Comunicación Efectiva, Capacidad Analítica, Resolución de Problemas y Atención a Cliente

Job Responsibility

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 or 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
ensure that KYC/AML and other compliance norms are strictly adhered to
fulfill the clients’ necessities while providing an exceptional client experience
appropriately assess risk when business decisions are made by demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets
brindar apoyo al banquero patrimonial en la gestión y atención del cliente de alto valor

Fulltime

Citigold Relationship Banker

The Citigold Client Advisor is a trusted partner to emerging affluent and high-n...

Location

Singapore , Singapore

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

2 to 4+ years of experience in wealth management or a related field, serving affluent and high-net-worth clients in Singapore
Strong local market knowledge and experience advising clients with wealth, retirement and legacy planning needs
Demonstrated success in business development, client acquisition, and relationship deepening
Robust understanding of investment products, wealth strategies, and financial planning tools
Excellent interpersonal, analytical, and communication skills
Ability to work both independently and as part of a collaborative team
Mandatory certifications required for advising on financial products in Singapore
Willingness to travel locally for client engagement when necessary
Bachelor’s degree from an accredited institution

Job Responsibility

Comprehensive Wealth Planning: Design and implement tailored financial strategies that include investment management, retirement planning, legacy and estate planning, tax optimization, and risk mitigation
Client Engagement & Relationship Management: Cultivate deep, long-term relationships with emerging affluent and high-net-worth individuals. Serve as their primary advisor by understanding life goals, financial needs, and generational aspirations
Business Development & Portfolio Growth: Drive portfolio expansion through proactive prospecting, referrals, and leveraging Citi’s global platform. Conduct regular reviews to ensure client strategies evolve with changing needs
Collaboration & Specialist Coordination: Partner with internal specialists (Bancassurance Specialists, Investment Consultants, Treasury Specialists) to deliver integrated, end-to-end financial solutions
Market Insights & Advisory: Stay current with market trends, investment opportunities, and regulatory changes. Translate insights into actionable advice that supports clients’ wealth goals
Client Events & Education: Organize exclusive client events to enhance engagement and deliver valuable market perspectives
Governance, Risk & Compliance: Ensure full compliance with KYC/AML, regulatory, and internal policies. Exhibit sound judgment in managing ethical standards and risk controls while safeguarding Citi and client interests

Fulltime

Personal Banker

The Personal Banker is an entry level position responsible for the assistance in...

Location

Mexico , Rosarito

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

2-4 years of relevant experience
Banking, retail or other related sales and service experience preferred
Register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before engaging in mortgage loan originator activities
Demonstrated ability to develop and execute a sales plan
Proficient computer skills
Demonstrated ability to engage in outbound sales activities and acquire new business
High School diploma or equivalent

Job Responsibility

Leverage Citi's customer leads and other lead generation techniques (e.g., referrals, phone and community outreach) to identify new prospects and cross-selling opportunities with current clients
Discuss background/needs of prospect, clearly communicate potential solutions and promote/sell financial products such as account, credit cards, insurance, personal loans, investments
Execute integrated sales, relationship, credit strategies and outbound sales activities (e.g., phone out-reach, community events) or conduct client visits
Cultivate partnerships with segment partners (e.g. Commercial and Small Business, Home Lending, Citigold) to obtain and provide referrals
On-board, resolve service issues and schedule periodic check-points with clients to provide value-added services
Understand and adhere to operational controls to ensure the safety and security of assets
Coach tellers and staff on products/special programs, identifying client needs, and providing appropriate referrals
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.

Fulltime

New

Private Banker - African Market

Citi Private Bank is a trusted advisor to the world’s wealthiest, most influenti...

Location

United Kingdom; Switzerland , London; Geneva

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Proven experience in UHNW Private Banking or the institutional/corporate banking market, specifically covering the African market
Demonstrated track record in relationship acquisition
Proven success in building a new business, prospecting for new clients and business, identifying new business opportunities and closing transactions
Extensive experience in selling new products, based on client needs
Experience in working on teams and influencing diverse resources and stakeholders
Fluent English
Excellent relationship building skills
Having a deep network in the African market
Thrives in a business development environment
Strong IT skills including Excel and Word

Job Responsibility

Build Client Relationships - Demonstrates an in-depth understanding of clients' businesses and sources of wealth generation as well as serve as a trusted advisor to the Private Banks clients
Develop Client Solutions - Develop tailored solutions that address clients' unique investment, risk management, and financing/liquidity needs
Execute and Drive Results - Set challenging goals, regularly monitoring progress and making adjustments to achieve objectives
Teamwork - Help team members to acquire the experience necessary to establish credibility with clients and intermediaries
Build & Maintain Relationships with Business Partners, Colleagues and Staff - Develop strong relationships and partners with support functions across the Private Bank to maintain control, find solutions and resolve issues
Promote Integrity and Trust - Understand and communicate the risk involved with various investment strategies

What we offer

Generous holiday allowance starting at 27 days plus bank holidays
increasing with tenure
A discretional annual performance related bonus
Private medical insurance packages to suit your personal circumstances
Employee Assistance Program
Pension Plan
Paid Parental Leave
Special discounts for employees, family, and friends
Access to an array of learning and development resources

Fulltime

New

Private Banker / Senior Private Banker

At Citi, we get to connect millions of people across hundreds of cities and coun...

Location

Singapore , Singapore

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

10+ years of experience
Extensive and proven experience in Private Banking having covered the UHNW market
Extensive experience in working with and/or leading client teams and transactions
Demonstrated track record in relationship selling
Bachelor's/University degree

Job Responsibility

Actively identify prospects and establish contact with them/convert prospects into clients
Demonstrate an in-depth understanding of clients’ businesses and sources of wealth generation
Anticipate events in a client’s life and business which have significant financial implications
Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters
Build relationships with client families that cross generations to establish long-term connections to the Citi Private Bank
Effectively manage client expectations regarding what can and cannot be executed on their behalf
Bring together the product experts to develop long-term solutions to strengthen relationships with the firm
Help clients achieve broad financial/investment goals related to the creation and management of wealth
Develop tailored solutions that address clients' investment, risk management, and financing/liquidity needs
Establish a referral network and gain introductions to potential clients which generate new sales

What we offer

Programs and services for your physical and mental well-being including access to telehealth options, health advocates, confidential counseling
Access to an array of learning and development resources
Variety of programs that help employees balance their work and life, including generous paid time off packages

Fulltime

New

Minibus Driver

Pertemps are recruiting for a reliable and dedicated minibus driver to join the ...

Location

United Kingdom , Andover

Salary:

12.75 GBP / Hour

Pertemps Network Group

Expiration Date

Until further notice

Requirements

Full valid UK driving licence
D1 licence Desirable but essential
Effective verbal and listening communications skills
Appropriate writing skills to complete and maintain daily records
Ability to work well with others and independently when required
Are professional and courteous in their manner and approach to working with others
Have an understanding of and commitment to safeguarding

Job Responsibility

Driving school children to and from school in the school minibuses
Pick up and deliver students and staff as per a set schedule
Basic cleaning and maintenance of the school minibuses
Site maintenance duties and first line repairs
Collecting materials and goods
Manual handling i.e., moving furniture and goods around the site
Operate the school minibus in a safe and efficient way according to all relevant legislation, policies and procedures
Monitoring school vehicles, to include performing daily safety and maintenance checks
Advise the Maintenance Manager of any requirements for maintenance or repairs of vehicles
Any other duties which may be assigned commensurate with the post and in keeping with the nature of the prep school environment

Parttime

New

Senior Business Data Analyst - Capital Market

This role is within enterprise data office and product solution team; focused on...

Location

India , Pune

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

13+ years of combined experience in banking and financial services industry, information technology and/or data controls and governance
Expertise and professional experience in Markets Business, Market Risk computation, Counterparty Party Risk Computation, ISDA Credit Annexure-Netting, Collateral, Basel III rules for market risk and credit risk, stress testing and computation of counterparty exposure
Good understanding of exposure computation process, Monte Carlo Simulation, data required for Computation of Derivative / SFT EAD
Excellent understanding of data requirements, simulation, netting and collateral rules for Market products (Derivatives, SFT, etc)
Preferably Engineering Graduate with Post Graduation in Finance
Extensive experience in the capital markets business and processes
Deep understanding of Derivative products (i.e., Equities, FX, IRS, Commodities etc.) and SFT (Repo, Reverse Repo, Securities Lending and Borrowing)
Strong Data analysis skills using Excel, SQL, Python, Pyspark etc.
Experience with data management processes and tools and applications, including process mapping and lineage toolsets
Actively managed various aspects of data initiatives including analysis, planning, execution, and day-to-day production management

Job Responsibility

Engage with Markets, Risk, Finance, Tech, Client org, and Data Engineering Teams to gather requirements, understand application processing, identify gaps and design systematic solution for business needs
Understand Derivatives and SFT data flows within CITI
Data analysis for derivatives products across systems for target state adoption and resolution of data gaps/issues
Lead assessment of end-to-end data flows for all data elements used in Regulatory Reports
Document current and target states data mapping and produce gap assessment
Coordinate with the business for identifying critical data elements, defining standards and quality expectations, and prioritize remediation of data issues
Identify appropriate strategic source for critical data elements
Design and Implement data governance controls including data quality rules and data reconciliation
Design systematic solution for elimination of manual processes/adjustments and remediation of tactical solutions
Prepare detailed requirement specifications containing calculations, data transformations and aggregation logic

Fulltime

Citigold Relationship Banker

Citi

Location:
Singapore , Singapore

Category:
Banking

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
August 08, 2025

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