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Career Opportunity

Relationship Manager, VIC

Locations: Melbourne, Victoria Job Function: Banker Employee Status: Regular Job ID: 19107464

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) Australians.

 A Relationship Manager’s (RM) primary responsibility is to establish and proactively build a portfolio and manage that portfolio of approximately 150 affluent, high net worth relationships within our ‘CitiGold ’ segment (clients with approximately $250M - $1MM FUM).

Our HNW clients expect only the best when it comes to the management of their wealth, and are increasingly looking to our team of expert relationship managers to guide them towards meeting their objectives from a wealth generation.

To keep up with this demand, we are looking to find individuals who have an entrepreneurial bent and are keen to work for a global company that can elevate their career to the next level.

The ideal applicant will have the following attributes:

  • Self-driven and motivated with strong relationship and interpersonal skills, Business Development 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 building a portfolio and 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 across the 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:

  • RG146
  • 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

When you work at Citi, you will be working for an organization that truly has a global footprint and a powerful network that spans the globe. We celebrate individual ingenuity and leverage the diversity of our people in order to drive high performance. Through dedicated support, training and resources, we promote our talent and future leaders to bring about lasting and positive impact. Citi continues to be an Employer of Choice for Gender Equality and supports a flexible work environment. To apply please follow the online links.  To see what other career opportunities we have available right now, please visit our website www.citi.com.au/careers.

Personal information (as defined in the Privacy Act 1988) will be handled in accordance with our Privacy Policy. Please see www.citi.com.au/privacy.

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Grade :All Job Level - All Job FunctionsAll Job Level - All Job Functions - AU

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Time Type :Full time

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Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

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