Service Relationship Manager, Citi

Service Relationship Manager

Citi

Location:
Singapore, Singapore

Category:
Finance

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

The Officer, Service Relationship Manager is a developing professional role that delivers wealth management services to clients, manages client transactions, enforces banking policies, and collaborates with various teams to ensure operational integrity and client satisfaction.

Job Responsibility:

Deliver wealth management services to CITI PRIVATE BANK clients with guidance from the Banker teams
manage and execute client transactions with respect to business and individual banking, credit and investment products
ensure transactions are completed within audit and compliance standards as well as timely
take ownership of client investigations (e.g., statement reporting issues and pricing inquiries) and collaborate with operational and middle office teams to ensure effective resolution
coordinate account maintenance for all products and reporting on WINS including address changes, telephone number updates, account status changes, rates and fee waivers
enforce banking policies and procedures to ensure operational integrity while maintaining high client satisfaction
proactively arrange and participate in client visits and perform service quality check-in calls to clients
obtain banker/client appointments to build upon existing or establish new relationships
identify and document new business opportunities for referral to banker or product specialist
perform responsibilities through proficient use Citi applications
participate in service related process improvements.

Requirements:

0-2 years relevant experience
ability to multi-task with strong organizational and time management skills per the needs of banker teams and clients
ability to problem solve and analyze data with demonstration of attention to detail
strong verbal and written communication skills
client facing experience
strong background and interest in the fields of operations and compliance
previous sales referral experience
knowledge of investments, banking, and credit products

What we offer:

Global benefits
best-in-class benefits to be well, live well, and save well

Additional Information:

Job Posted:
July 08, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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