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Work as a Relationship Manager at Citi’s Ultima program, engaging clients and driving fee‑based product sales.
Join a global team, build lasting relationships, and shape the future of luxury banking.
ULTIMA Lifestyle Relationship Manager
Description: Discover your future at Citi
Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.
Job Overview
The Ultima Card Relationship Manager is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices. Good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Requires attention to detail when making judgments and recommendations based on the analysis of factual information. Typically deals with variable issues with potentially broader business impact. Applies professional judgment when interpreting data and results. Breaks down information in a systematic and communicable manner. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Moderate but direct impact through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams.
Responsibilities
Client Account Management.
Review customer needs and asset allocation, pro-actively engage with the customer to validate the understanding of the needs.
Advise customers to enrich the relationships by mobilizing additional funds and sell other fee based products/services based on the current and future customer needs.
Review product penetration for the assigned client base, identify potential 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 customer events to enhance customer bonding.
Acquire new customers through converting referral leads.
Compliance, Risk & Controls
Ensure that KYC/AML and other compliance norms are strictly adhered to.
Fulfilling the clients’ necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics.
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
Qualifications
2-5 years relevant experience
Ability to manage relationships both internal and external; Ability to prioritize
Mandatory certifications as required for selling financial products
Education
Bachelor's/University degree or equivalent experience
Job Family Group
Consumer Sales
Job Family
Branch Sales
Time Type
Full time
Most Relevant Skills
Most Relevant Skills Please see the requirements listed above.
Other Relevant Skills
Other Relevant Skills For complementary skills, please see above and/or contact the recruiter.
Citi Equal Opportunity and Accessibility Statement
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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