We are looking for an experienced Relationship Manager to join our Wealth Management business in Sydney.
At Citi, a Relationship Manager's (RM) primary responsibility is to establish and proactively manage a portfolio of approximately 100 high net worth relationships within our 'CitiGold ' segment (clients with approximately $500M+ FUM).
Our HNW clients expect only the best when it comes to managing their wealth, increasingly turning to our team of expert Relationship Managers to guide them towards meeting their objectives from a wealth generation.
To keep up with this demand, we are looking to find individuals who have an entrepreneurial bent and are keen to work for a global company that can elevate their career to the next level.
The ideal applicant will have the following attributes:
+5yrs portfolio management or Relationship Manager experience
Self-driven and motivated with strong relationship and interpersonal skills
A strong knowledge of financial markets, Wealth Management Products and a proven record to build and establish long term relationships with high-net worth investors.
Entrepreneurial mindset, the ability to source new business from internal and external referral networks. Also, having your own referral network to source high -net worth investors will be favourable.
You will be responsible for driving portfolio engagement, increasing investment AUM, self-driven initiatives to deepen relationships whilst ensuring a high standard of compliance and control is maintained.
Build strong engagement with key stakeholders and other subject matter experts across the franchise to tailor solutions to ensure each client's unique objectives are met
To be successful in this position you must have the following skills and experience:
Tier 1 or 2 accredited in managed investments, derivatives, Securities and FX
5 + years in Financial services industry experience
Sound 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
When you work at Citi, you will 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 Gender Equality and supports a flexible work environment. To apply please follow the online links. To see what other career opportunities we have available right now, please visit our website www.citi.com.au/careers .
Citi has entered into an agreement with NAB to acquire its consumer bank in Australia which includes residential mortgages, deposits, and unsecured lending.
The sale is expected to complete in March 2022. As this is a role to work in Citi's consumer bank, the successful candidate will initially be employed by Citi, but on sale completion, their employment will transfer to a NAB (or) a new entity that will employ Citi's consumer bank employees, prior to their transfer to NAB.
Job Family Group: Private Client Coverage
Job Family: Relationship Banker
Time Type: Full time
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.
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