Manages a large portfolio of clients, actively calling on them to deepen relationships and anticipate future needs, challenges, or risks
Job Summary
Manages a large portfolio of clients, actively calling on them to deepen relationships and anticipate future needs, challenges, or risks.
Drives teams of product specialists and subject matter experts to structure and execute innovative and customized solutions that meet clients’ individual needs.
Maximizes client experience by proactively sharing market updates, trends, and intelligence, while ensuring compliance with regulatory requirements and Citi's policies.
Matching Summary
Manages a large portfolio of clients, actively calling on them to deepen relationships and anticipate future needs, challenges, or risks.
Salary
Base: $182,400.00 - $273,600.00; Bonus/Equity: discretionary and formulaic incentive and retention awards; Benefits: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; wellness programs; paid time off
Skills & Requirements
Must-have
client portfolio management
client relationship deepening
multi-faceted solutions
cross-sell opportunities
client experience maximization
credit relationship administration
Nice-to-have
strategic professional
latest trends adaptation
diplomacy and influence
innovation driver
embracing new technology
Key Requirements
10+ years of experience
Sound knowledge of banking and investment products