Senior Relationship Manager: Financial Institutions Group - VP

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Job Overview

The Senior Relationship Manager is a senior-level position responsible for driving strategic advisory and financial services for a dedicated portfolio of clients within the Financial Institutions sector. This role focuses on both traditional Financial Institutions (such as banks) and Non-Bank Financial Institutions (including insurance companies, asset managers, and pension funds).

You will act as a key advisor to our clients, assisting them in raising capital, navigating mergers and acquisitions, and executing other complex financial transactions in coordination with the wider Institutional Banking team. The primary objective is to become a trusted partner by understanding clients' strategic goals, formulating innovative investment strategies, and delivering the full breadth of Citi's product platform to support their growth and profitability.

Responsibilities:

• Portfolio Growth: Expand and manage a portfolio of accounts with diverse and complex financial needs, focusing on revenue growth while maintaining high credit quality in line with Citi's standards, policies, and processes.

• Client Advisory: Identify client needs and recommend tailored solutions across financing, cash management, foreign exchange, and other treasury services to optimize their operations.

• Cross-Selling: Proactively cross-sell a wide range of banking products, including cash management, trade finance, structured trade, foreign exchange, commodities, fixed income, syndicated & bilateral loans, and capital market solutions.

• Credit & Risk Management: Oversee all credit aspects of the client relationships, including conducting annual reviews, identifying early problem-recognition, and implementing remedial actions.

• Risk & Compliance: Appropriately assess risk in all business decisions, ensuring strict compliance with applicable laws, rules, and regulations. Uphold the firm's reputation and safeguard Citigroup, its clients, and its assets by applying sound ethical judgment and transparently escalating and managing control issues.

Qualifications:

• Experience: 6- 10 years of relevant experience in relationship management, corporate banking, or investment banking, with a focus on the Financial Institutions sector.

• Expertise: Proven track record in originating and managing complex client relationships. Deep knowledge of capital markets, treasury services, credit products, and risk management solutions. Strong understanding of the strategic challenges and objectives of financial institutions.

• Skills: Exceptional relationship-building and communication skills, with the ability to engage senior-level executives. Strong analytical, credit, and financial modeling skills. Proven leadership abilities and a commitment to mentoring junior talent.

• Languages: Fluency in both English and Spanish is required.

Education:

• Bachelor’s degree in Finance, Economics, or a related field. An MBA or CFA is highly desirable.

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

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Job Family Group:

Institutional Banking

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Job Family:

Corporate Banking

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Time Type:

Full time

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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