The Relationship Manager is an intermediate-level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team. The Relationship Manager also serves as an intermediary in trading for clients. The overall objective of this role is to act as strategic advisor to our clients by formulating investment strategies and raising capital for clients.
Responsibilities:
Expand a portfolio of accounts with varying/complex financial needs with the objective of revenue growth and good credit quality in line with Citi’s credit standards, policies and processesIdentify customer needs and recommend solutions to address these needs, such as financing, streamlining of cash management operations, foreign currency solutions, etc.Cross-sell banking products, including cash management, trade finance, trade services, structured trade products, foreign exchange, commodities, fixed income, loans (including syndicated, bilateral) and capital market productsResponsible for all credit aspects of the relationship including annual reviews, early problem recognition and remedial managementAppropriately 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:
5-8 years of experienceMBA or Master's degree in Business preferredProven and progressive related lending/credit experience or equivalent product experienceDemonstrated credit skills, including a background in creditExperience with large corporate clients, capital markets products, derivatives, credit, cash management, trade, finance and securities products preferredComprehensive knowledge of Corporate Banking business including related products, pertinent regulations and the lending and credit approval processConsistently demonstrate clear and concise written and verbal communicationProven analytical, planning, negotiation, and organizational skillsSeries 7 and 63 licenses preferred
Education:
Bachelor's degree/University degree or equivalent experience
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
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Job Family Group:
Institutional Banking
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Job Family:
Corporate Banking
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Time Type:
Full time
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Most Relevant Skills
Please see the requirements listed above.
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Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
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