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Senior Relationship Manager / BILINGUAL - Miami Job
Date: Nov 13, 2009
Location: Miami, FL, US
Senior Relationship Manager / BILINGUAL - Miami
This is a sales and relationship management position with primary responsibilities of servicing and expanding new and existing affluent customers. Initially introducing the client to the Citi platform and subsequently servicing and deepening relationship by offering a wide array of financial services (including banking and investments) products according to client needs while protecting the bank and the client by complying with relevant policies, procedures, legal and regulatory framework.
PRINCIPAL RESPONSIBILITIES:
· Determine prospect needs, assess financial status, discuss financial options, identify potential sales opportunity and close the business.
· Proactively analyze client needs and identify value added opportunities. Offer an array of banking and investment, products to meet client needs.
· Build and draw upon a network of internal resources, often global, to achieve results for clients; oversee development of tailored and/or complex products.
· Develop and adapt a disciplined sales process to convert a robust pipeline of prospects into target market clients.
· Deliver quality client relationships (solutions and services) in a intensely competitive, fragmented market, taking fullest advantage of the Citibank franchise. Effectively access product expertise on behalf of clients.
· Ensure compliance with all legal and regulatory requirements in keeping with the policies of the business. Profile: and qualify prospective clients, ensuring compliance with legal, regulatory and compliance framework (KYC).
·
Continuously focus on AUM and footings growth.
·
Maintain access to and credibility with clients as a trusted financial advisor. Handle inquiries and resolve problems whenever contacted by client.
·
Work closely with investment professionals and assistants of their team and refer clients as necessary.
Skills/Abilities:
· Master Degree preferred.
· BILINGUAL ENGLISH/SPANISH
·
5 years banking experience in the affluent market segment.
·
Experience in working with and/or leading clients.
·
Demonstrated track record of actually growing portfolio and/or developing new business (i.e. sales and business development skills).
·
Experience in integrating and balancing diverse priorities.
·
Experience in selling new products, based on client need.
·
Experience in working on teams and influencing diverse resources.
·
Interested in working for Citibank Affluent Client Segment and bringing in new portfolio to the business
·
Strong Relationship Building Skills with HNW Clients
·
Securities licensed, Series 7, 63, L&H required
·
Strong communications and influencing skills
·
Good knowledge of Investment Products, Asset allocation experience preferred
·
Strong Team work skills
·
Entrepreneurial skills
Primary Location: Miami, FL, US
This is a sales and relationship management position with primary responsibilities of servicing and expanding new and existing affluent customers. Initially introducing the client to the Citi platform and subsequently servicing and deepening relationship by offering a wide array of financial services (including banking and investments) products according to client needs while protecting the bank and the client by complying with relevant policies, procedures, legal and regulatory framework.
PRINCIPAL RESPONSIBILITIES:
· Determine prospect needs, assess financial status, discuss financial options, identify potential sales opportunity and close the business.
· Proactively analyze client needs and identify value added opportunities. Offer an array of banking and investment, products to meet client needs.
· Build and draw upon a network of internal resources, often global, to achieve results for clients; oversee development of tailored and/or complex products.
· Develop and adapt a disciplined sales process to convert a robust pipeline of prospects into target market clients.
· Deliver quality client relationships (solutions and services) in a intensely competitive, fragmented market, taking fullest advantage of the Citibank franchise. Effectively access product expertise on behalf of clients.
· Ensure compliance with all legal and regulatory requirements in keeping with the policies of the business. Profile: and qualify prospective clients, ensuring compliance with legal, regulatory and compliance framework (KYC).
·
Continuously focus on AUM and footings growth.
·
Maintain access to and credibility with clients as a trusted financial advisor. Handle inquiries and resolve problems whenever contacted by client.
·
Work closely with investment professionals and assistants of their team and refer clients as necessary.
Skills/Abilities:
· Master Degree preferred.
· BILINGUAL ENGLISH/SPANISH
·
5 years banking experience in the affluent market segment.
·
Experience in working with and/or leading clients.
·
Demonstrated track record of actually growing portfolio and/or developing new business (i.e. sales and business development skills).
·
Experience in integrating and balancing diverse priorities.
·
Experience in selling new products, based on client need.
·
Experience in working on teams and influencing diverse resources.
·
Interested in working for Citibank Affluent Client Segment and bringing in new portfolio to the business
·
Strong Relationship Building Skills with HNW Clients
·
Securities licensed, Series 7, 63, L&H required
·
Strong communications and influencing skills
·
Good knowledge of Investment Products, Asset allocation experience preferred
·
Strong Team work skills
·
Entrepreneurial skills
Primary Location: Miami, FL, US
Nearest Major Market: Miami
Job Segments: Management, Manager
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