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Are you looking for a career move that will put you at the heart of a global financial institution? Then bring your skills in relationship management, problem solving and communication to Citi's Investor Services team. By Joining Citi, you will become part of a global organisation whose mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress.
Job Responsibility
Relationship Management: Build long lasting trusted client relationships – be a trusted advisor, act as clients advocate within Citi
Leads and coordinates negotiation of all legal contracts and business / risk updates (with oversight from Legal and Product)
Provides client with thought leadership on regulatory, industry and product solutions
Work in partnership with Citi teams and the client to ensure Citi is a top provider for the client
Understands existing and future products to propose recommendations
Ultimately responsible for Knowing the Client (KYC) and all associated approvals
Financial: Client facing role responsible for the retention of existing revenue and generating of new revenue with their client through cross-selling
Understanding the client wallet, driving organic growth and the identification and execution of cross sell opportunities
Accountable for client profitability and efficiency
Negotiates pricing and terms for new products (in partnership with the Product organisation)
Delivers the firm - refers business to firm-wide partners
Client Satisfaction: Serves as an escalation point to engage client where not responsive to document remediation and renewal requests or when Client Service role cannot resolve
Accountable for client satisfaction, working with internal teams to ensure quality delivery, adherence with Service Level Agreements and governance of the overall relationship internally and with the client
Perform regular client reviews to determine overall client satisfaction and govern the action plans to address client concerns
Drive continuous enhancement of Citi products and services to our clients working with product, operations, and tech partners
Requirements
Significant experience in a global financial institution with experience in Client Relationship management experience
Experience of managing by influence and demonstrated ability to manage complex issue resolution
Self-starter, good problem solver, results oriented
Proven track record of cross selling skills
Ability to take ownership and execute solutions with appropriate urgency
Excellent written and verbal communication skills and the confidence to handle external meetings and discussions with Clients
Client Executive must have an in-depth level of knowledge of the Custody and Funds industry, the client segment and good cross product knowledge of the services provided by Citi and the ability to bring all elements together seamlessly thus delivering the right solution for the client
The ability to multitask and constantly assess and change priorities in line with the demands of the business and Client base
Willingness and motivation to maintain a steep learning curve, keeping in tune with the business, client demands and global market developments
A strong understanding of the regulatory, risk and control environment impacting our business
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