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Primary Location: Australia,New South Wales,Sydney
Education: Bachelor's Degree
Job Function: Private Client Coverage
Shift: Day Job
Employee Status: Regular
Travel Time: No
Job ID: 19020318
Citi Australia is seeking best-in-class relationship managers to join its rapidly growing wealth management business, and support targets to triple the client base and assets under management (AUMs) by 2020.
Leveraging its capabilities as a global bank, Citi Australia is repositioning its wealth management business to focus on meeting the needs of High Net Wealth (HNW) clients.
A Relationship Manager's (RM) primary responsibility is to proactively acquire andmanage a portfolio of 100+ affluent, high net worth relationships within our 'CitiGold ' segment (clients with approximately $250M - $1MM FUM).
As Citi's relationship Manager, you will be responsible for driving sales revenue, increasing the value of your clients' portfolio, deepening your relationships with your clients whilst ensuring a high standard of compliance and control is maintained. In addition to this you should have strong network and networking skills to identify and acquire HNW clients.
The ideal applicant will have the following attributes:
Self-driven and motivated with strong relationship and interpersonal skills
A sound knowledge of financial markets, Wealth Management Products and the ability to build and establish long term relationships with wholesale investors
Entrepreneurial mindset, Proactively source and develop new business from internal and external referral networks
You will be responsible for driving portfolio activity, increasing the value of your clients' portfolio, deepening your relationships with your clients whilst ensuring a high standard of compliance and control is maintained.
Build strong internal relationships with the product teams and other subject matter experts acrossthe franchise to tailor solutions to ensure each client's unique objectives are met
To be successful in this position you must have the following skills and experience:
Tier 1 or 2 accredited in managed investments, derivatives, Securities and FX
5 + years in Financial services industry experience
Sound knowledge in investment, wealth management and treasury products
A proven track record in sales
Proven relationship management skills dealing with affluent, high net worth clients
Manda ri n or Cantonese speaking skills preferred
Diversity is a key business imperative and a source of strength at Citi. We serve clients from every walk of life, every background and every origin. Our goal is to have our workforce reflect this same diversity at all levels. Citi has made it a priority to foster a culture where the best people want to work, where individuals are promoted based on merit, where we value and demand respect for others and where opportunities to develop are widely available to all.