Relationship Manager Melbourne
- Recruiter
- Citi Australia
- Location
- Melbourne, Melbourne
- Salary
- Competitive
- Posted
- 23 Aug 2018
- Closes
- 25 Aug 2018
- Job role
- Accountant
- Sector
- Accounting - Public practice
- Experience level
- Manager
Primary Location: Australia,Victoria,Melbourne
Education: Bachelor's Degree
Job Function: Private Client Coverage
Schedule: Full-time
Shift: Day Job
Employee Status: Regular
Travel Time: Yes, 10 % of the Time
Job ID: 17083943
Description
Stategic Intent
A Relationship Manager's (RM) primary responsibility is to proactively manage a portfolio of approximately 400 affluent, high net worth clients within our 'Citigold ' Segment (clients with approximately $250M - $1MM FUM). You will do this by building strong relationships with your clients and ensuring your clients receive expert advice on Citi's investment, wealth management and treasury products. Critical to your success will by your ability to deepen your client relationships by owning and responding to your clients' complex needs.
You will be responsible for driving sales revenue, increasing the value of your clients' portfolio, deepening your relationships with your clients whilst ensuring a high standard of compliance and control is maintained. In addition to this you will build strong internal relationships with the product teams and other subject matter experts across the franchise to tailor solutions to ensure each customer's unique needs are met.
RM's at play a pivotal role in driving Citi's wealth proposition and strategy. In return we offer best in class training, career development and reward and recognition programs.
Key Accountabilities
Sales and Service:
Cross-sell and up-sell the client portfolio through the provision of both Wholesale transactions and general financial advice, with a focus on affluent, high net worth clients.
Identify cross-sell opportunities by completing an Investor Questionnaire and meeting those needs through the sale of appropriate financial products or referring opportunities to the appropriate specialists
Proactively source and develop new business from internal and external referral networks
Meet assigned referral, balance sheet growth and activity targets in line with current scorecard
Work closely with internal stakeholders and subject matter experts to achieve business goals and targets.
Client Engagement:
Ensure current and prospective clients have a consistent, superior Citibank experience through delivery of outstanding service
Leverage working knowledge of investment and banking products as required to deepen client relationships
Actively participate in client activities such as product information seminars
Compliance and Control:
Ensure up to date knowledge of latest regulations in the finance industry ensuring a proactive approach to understanding current market activities and developments
Actively participate in client activities such as seminars
Action day-to-day operational and administrative tasks as required
Maintain a high standard of compliance and control to ensure accurate and error free as well as reducing and minimizing critical errors and write offs.
Qualifications
Key Qualification and Experience:
Educational Degree qualification in Business or Finance related
Advanced Diploma of Financial Planning (RG146)
Tier 1 or 2 accredited in managed investments, derivatives, Securities and FX
6 + years in Financial services industry experience
Extensive knowledge in investment, wealth management and treasury products
A proven track record in sales
Proven relationship management skills dealing with affluent, high net worth clients
Deep understanding of industry legislative and compliance regime
When you work at Citi, you'll be working for an organization that truly has a global footprint and a powerful network that spans the globe. We celebrate individual ingenuity and leverage the diversity of our people in order to drive high performance. Through dedicated support, training and resources, we promote our talent and future leaders to bring about lasting and positive impact. Citi continues to be an Employer of Choice for Women and supports a flexible work environment.
Personal information (as defined in the Privacy Act 1988) will be handled in accordance with our Privacy Policy. Please see www.citi.com.au/privacy
Education: Bachelor's Degree
Job Function: Private Client Coverage
Schedule: Full-time
Shift: Day Job
Employee Status: Regular
Travel Time: Yes, 10 % of the Time
Job ID: 17083943
Description
Stategic Intent
A Relationship Manager's (RM) primary responsibility is to proactively manage a portfolio of approximately 400 affluent, high net worth clients within our 'Citigold ' Segment (clients with approximately $250M - $1MM FUM). You will do this by building strong relationships with your clients and ensuring your clients receive expert advice on Citi's investment, wealth management and treasury products. Critical to your success will by your ability to deepen your client relationships by owning and responding to your clients' complex needs.
You will be responsible for driving sales revenue, increasing the value of your clients' portfolio, deepening your relationships with your clients whilst ensuring a high standard of compliance and control is maintained. In addition to this you will build strong internal relationships with the product teams and other subject matter experts across the franchise to tailor solutions to ensure each customer's unique needs are met.
RM's at play a pivotal role in driving Citi's wealth proposition and strategy. In return we offer best in class training, career development and reward and recognition programs.
Key Accountabilities
Sales and Service:
Cross-sell and up-sell the client portfolio through the provision of both Wholesale transactions and general financial advice, with a focus on affluent, high net worth clients.
Identify cross-sell opportunities by completing an Investor Questionnaire and meeting those needs through the sale of appropriate financial products or referring opportunities to the appropriate specialists
Proactively source and develop new business from internal and external referral networks
Meet assigned referral, balance sheet growth and activity targets in line with current scorecard
Work closely with internal stakeholders and subject matter experts to achieve business goals and targets.
Client Engagement:
Ensure current and prospective clients have a consistent, superior Citibank experience through delivery of outstanding service
Leverage working knowledge of investment and banking products as required to deepen client relationships
Actively participate in client activities such as product information seminars
Compliance and Control:
Ensure up to date knowledge of latest regulations in the finance industry ensuring a proactive approach to understanding current market activities and developments
Actively participate in client activities such as seminars
Action day-to-day operational and administrative tasks as required
Maintain a high standard of compliance and control to ensure accurate and error free as well as reducing and minimizing critical errors and write offs.
Qualifications
Key Qualification and Experience:
Educational Degree qualification in Business or Finance related
Advanced Diploma of Financial Planning (RG146)
Tier 1 or 2 accredited in managed investments, derivatives, Securities and FX
6 + years in Financial services industry experience
Extensive knowledge in investment, wealth management and treasury products
A proven track record in sales
Proven relationship management skills dealing with affluent, high net worth clients
Deep understanding of industry legislative and compliance regime
When you work at Citi, you'll be working for an organization that truly has a global footprint and a powerful network that spans the globe. We celebrate individual ingenuity and leverage the diversity of our people in order to drive high performance. Through dedicated support, training and resources, we promote our talent and future leaders to bring about lasting and positive impact. Citi continues to be an Employer of Choice for Women and supports a flexible work environment.
Personal information (as defined in the Privacy Act 1988) will be handled in accordance with our Privacy Policy. Please see www.citi.com.au/privacy