Investor Services - Client Executive (senior Vice President)

Citi

Edinburgh, Scotland, United Kingdom
Competitive base salary (annually reviewed); not s...
Hybrid
Global custody and securities services experience
Institutional client relationship management
End-to-end understanding of fund accounting
The Client Executive acts as the primary advocate for institutional clients, managing overall relationships and serving as the escalation point for operational issues

Job Summary

  • The Client Executive acts as the primary advocate for institutional clients, managing overall relationships and serving as the escalation point for operational issues.
  • Candidates will collaborate with regional stakeholders to execute service strategies, identify new business opportunities, and ensure high client satisfaction through regular service reviews.
  • The role offers a competitive base salary, annual reviews, and a hybrid working model allowing up to two days of remote work per week.

Matching Summary

The Client Executive acts as the primary advocate for institutional clients, managing overall relationships and serving as the escalation point for operational issues.

Salary

Competitive base salary (annually reviewed); Not specified; Additional benefits for well-being and savings

Skills & Requirements

Must-have

  • Global Custody and Securities Services experience
  • Institutional client relationship management
  • End-to-end understanding of Fund Accounting
  • Strong analytical and problem-solving skills
  • Experience with regulatory compliance and risk

Nice-to-have

  • Continuous improvement mindset
  • Cost saving initiative leadership
  • Cross-selling Citi products expertise
  • Presentation and interpersonal skills
  • Championing operational efficiency solutions

Key Requirements

  • BS/BA degree in Finance, Accounting, or Management
  • Experience in a global financial institution
  • Proven ability to lead cost-saving initiatives

Work Rights

Not specified

Tailored Resume

Cover Letter