Job Detail Asean

Jobs Filtered by

Location

(SINGAPORE) and various
Job Reference

18029
Functional Area/Experience

Sales / Fresh Graduate

Job Description & Qualifications

Our best-in-class Relationship Managers have a relentless client focus and play a pivotal role in driving Citi’s Wealth proposition and strategy. They consistently exceed their client’s expectations by being dedicated, passionate and innovative. Our employees are expert relationship builders able to own and respond to the increasingly complex needs of their clients because our clients expect only the very best when it comes to the management of their wealth.

Responsibilities

The Client Service Officer is a developing professional role. Applies specialty area knowledge in monitoring, assessing, analyzing and/or evaluating processes and data. Identifies policy gaps and formulates policies. Interprets data and makes recommendations. Researches and interprets factual information. Identifies inconsistencies in data or results, defines business issues and formulates recommendations on policies, procedures or practices. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team.

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.
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:

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

Education:

Bachelor's/University degree or equivalent experience

Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. 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.

Socially minded employees volunteering in communities across 90 countries

Meaningful career opportunities thanks to a physical presence in over 95 markets

We foster a culture that embraces all individuals and encourages diverse perspectives, where you can make an impact and grow your career. At Citi, we value colleagues that demonstrate high professional standards, a strong sense of integrity and generosity, intellectual curiosity, and rigor. We recognize the importance of owning your career, with the commitment that if you do, we promise to meet you more than half way.