Job Description
The Citigold Relationship Banker is a developing professional role that applies specialty area knowledge in monitoring, assessing, analyzing and evaluating processes and data. The role identifies policy gaps and formulates policies, interprets data, and makes recommendations to enhance business practices.
Responsibilities
- Client Account Management
- Review CG customer needs and asset allocation, proactively engage with the customer to validate the understanding of the needs.
- Advise CG customers to enrich the relationships by mobilizing additional funds and selling other fee‑based products/services based on current and future customer needs.
- Review product penetration for the assigned client base, identify potential CG customers who can be sold tailored products to enhance product penetration.
- Ensure coverage of all relationships through customer engagements, risk profiling, and financial planning.
- Organize CG custome...