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Citigold Relationship Manager

Shanghai, China

Overview

Our best-in-class Relationship Managers have a relentless client focus and play a pivotal role in driving Citi’s Wealth proposition and strategy. They consistently exceed their client’s expectations by being dedicated, passionate and innovative. Our employees are expert relationship builders able to own and respond to the increasingly complex needs of their clients because our clients expect only the very best when it comes to the management of their wealth.

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Success Profile

  • Achiever 10
  • Communicator 8
  • Proactive 9
  • Problem Solver 8
  • Personable 10
  • Confident 10

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Success Stories

Get inspired and hear what employees who started their careers as a Relationship Manager have to say about Citi.

Irina

Irina

Senior Vice President, Sales Team Leader, CPC Relationship Manager

Tenure at Citi: Just over 7 years

Can you tell us a little about yourself and your background?

I was born in Belarus and spent my childhood there. I obtained a BSc in management and MSc in finance from Belarus State University. In 2006 I won a scholarship from the London School of Economics and went there to do my MSc in international employment relations. Since then I have been living and working in London. I love hiking, cycling, traveling and reading.

How did you begin a career as a RM?

I always loved working with people and helping them to solve their issues. I focused on this when choosing my career . I wanted exposure to clients and to be responsible for managing relationships with them. Before Citi, I was managing relationships for institutional clients. When an opportunity arose to become the relationship manager for individuals here, I didn’t hesitate. This role feels more personal, more energetic and more proactive than being a relationship manager for pension funds.

What does your day-to-day job entail and what do you like most about it?

Every client is different, their needs are different and the solutions I offer to each of them are different. My job consists of providing my clients with the investment solutions that are in line with their risk-return objectives. I also manage a team of relationship managers and make sure that they deliver the best value for their clients every single day. The beauty of my job is that every day is absolutely different and I love it.

What do you enjoy most about your role?

I love the drive, energy and freedom to do my work the way I want and deliver results my way. I love working with clients who are driven, successful and ambitious. I love my job because it makes me a better version of myself and gives a deep sense of fulfillment.

What skills have you gained as part of your job?

You have to be an excellent communicator and a good listener. You have to be empathetic, flexible, adaptable, curious, determined, energetic and passionate.

What advice would you give to someone looking to become a RM?

Love working with people. Remain calm and optimistic no matter what, be ready to accept mistakes and learn from them, and be proactive and focus on building trust with your clients. When you have trust, the rest will unfold naturally.

What makes Citi a good place to work?

When you start working here, you will never want to leave. Citi is more than just an employer; it’s family. The people you work with will make you feel at home. In addition, Citi invests heavily in its employees and organizes a wide range of international programs to make sure its people are well-developed and motivated.

Do you take part in any volunteering or special programs?

I love motivating and inspiring people. Outside of my work for Citi, I am a qualified life coach. I combine my passion for inspiration with my coaching skills, and I now run monthly “Happiness Booster” sessions for women in our business. I am also a regional ambassador for “Forward Compatibility” and run regular workshops to promote continuous self-development and growth.

Timothy

Timothy

Relationship Manager

Tenure at Citi: Citi: 11 years

Can you tell us a little about yourself and your background?

I am a father of three boys. I spend most of my time either at work or with family. I enjoy a good round of golf now and then. To help stay fit, I box and run regularly.

How did you begin a career as a RM?

I started as an auditor but soon felt the daily activities of the job didn’t fit my personality. A friend suggested I consider the role of a relationship manager in personal banking since I tend to enjoy dealing with people.

What does your day-to-day job entail and what do you like most about it?

My daily activities normally start with meetings with asset class specialists about the markets. Then I move on to discussions with clients on the phone or over a meal. I like being able to find the right match and balance between my clients’ needs and the financial markets.

What do you enjoy most about your role?

I enjoy talking to my clients about themselves. Learning about how they first started out as budding entrepreneurs and junior executives or professionals. Hearing about the journey that’s taken them so far. Their success not only helps me better understand them as unique individuals but is also inspiring. It motivates me to achieve the same for myself.

What skills have you gained as part of your job?

Patience and understanding. Not so much with market timing but more so with the many different personalities I work with in our industry.

What advice would you give to someone looking to become a RM?

You don’t need to be the most charismatic and sociable individual to succeed as a RM. That could be a bit of a misconception. It’s more important that you have the tenacity to pick yourself up again and again when you fail because you will likely hit many frustrating roadblocks along the way.

What makes Citi a good place to work?

The people.

Do you take part in any volunteering or special programs?

As part of Citi, I’ve participated in a community program to help teach kids with learning disabilities.

Wang Wan

Wang

Relationship Manager

Tenure at Citi: 9 years

Can you tell us a little about yourself and your background?

I graduated from Nanyang Business School, double majoring in human resources and marketing. Citibank is the only company I have worked for since graduation.

How did you begin a career as a RM?

I started as a banking associate for service. I went through two years of rotations as a cash teller, greeter, service banker and a service relationship manager. Eventually, I chose to move to sales. It was a smooth and easy transition for me because I knew Citi’s culture, system and client-facing style. I was a personal banker for one year. Then I became a relationship manager for three years. Today I am a private client relationship manager.

What does your day-to-day job entail and what do you like most about it?

My typical day starts with a morning huddle – we have scheduled days for treasury, investments and insurance updates every week. After the huddles I will sit down and plan my day. I jot down all the things I have to complete and prioritize them depending on their urgency and importance. I will usually have 2-3 appointments arranged daily. I touch base with all my clients frequently to update them on the markets and their portfolios. I really like winning each pitch and the sense of accomplishment with the closing of each transaction.

What do you enjoy most about your role?

The trust and relationship established between clients and myself.

What skills have you gained as part of your job?

The ability to communicate well. Every meeting with the client is very precious and I have to learn to convey complex information in a professional and jargon-free manner. That means tailoring my communication style is extremely important. Over the years, I have learned how to communicate differently to different groups of clients in order to gain their trust. I take pride in delivering a well-structured, accurate and clear proposition.

What advice would you give to someone looking to become a RM?

A relationship manger role has a very steep learning curve. The market is constantly changing and client demands and expectations are increasing. You need to be ready to invest time to understand the markets and establish relationships with hundreds of clients – convincing them to buy into your ideas. It takes a lot of effort, time and perseverance, and the most challenging part of the job is to deal with countless rejections and learning how to overcome them.

What makes Citi a good place to work?

It’s not a cutthroat environment, so we respect each other’s client lists – which means you can focus on the real important things in the daily job. Citi’s attractive compensation package and rewarding benefits are strong factors for me as well.

Spotlight:
Relationship Manager Values

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Benefits

Citi offers a variety of benefits and resources to help you live well. Use them to invest in yourself, including your health, future, and well-being. Living well is about more than good physical health. It's about your financial well-being, too. That's why we offer a variety of resources to help you save and be well in all aspects of your life.

  • Healthcare

    Your Citi health benefits are a valuable part of the rewards of working at Citi. Specific coverage varies by country.

  • Insurance

    Citi provides a basic level of life insurance coverage, as well as the opportunity to enroll in additional coverage.

  • Retirement Savings

    Citi’s retirement programs enable you to make a plan for retirement and support you in achieving your savings goals.

  • Well-being

    Your Citi benefits include programs intended to help you improve your health and reduce healthcare costs.

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Career Path

  • CitiGold Relationship Manager

  • Citigold Senior Relationship Manager

  • CitiGold Private Relationship Manager

  • Team Leader

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Responsibilities

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  • Primary Location: China,Shanghai,Shanghai
  • Education: Bachelor's Degree
  • Job Function: Relationship Management
  • Schedule: Full-time
  • Shift: Day Job
  • Employee Status: Regular
  • Travel Time: No
  • Job ID: 19018592

Description


为什么加入花旗

  • 国际化平台:作为全球银行的国际品牌,花旗可以提供给你更大的舞台和全球化视野,在这里你可以学习更为专业的海外服务技能!
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  • 海外培训: 花旗为销售精英度身定制一系列海外培训和旅游,从而培育和激励优秀的国际人才,如 “沃顿商学院全球培训计划”与“亚太地区销售精英峰会”等。有机会与花旗银行全球顶尖销售精英汇聚一堂,华山论剑,加冕荣耀。

晋升路线 多样选择

  • 销售前线晋升:在具备一定销售经验后,有机会晋升成为私人贵宾理财经理,为高净值客户服务。
  • 转入分支行管理职能:可以向管理型职业道路发展,通过自己对于分支行日常业务的了解,运筹帷幄,不断提高分支行的服务质量及销售动能。
  • 转入中后台工作:可转向中后台工作,参与战略规划或其它职能的管理工作。

岗位职责

  • 执行销售和理财策略,以达到利润及服务质量指标
  • 通过主管,与商业银行、保险、资金和产品部门的同事合作,发现现有及潜在的客户需求
  • 通过提供最好的服务和推荐最理想的产品,满足客户的需求,建立和保持长期客户关系
  • 在团队中倡导高质量客户服务标准,提高整体客户满意度
  • 迅速有效的处理客户投诉和解决客户问题
  • 为客户提供财富管理咨询,通过花旗特色的财富规划和跟踪体系帮助客户理财、增值
  • 通过主管,与市场、产品、合规、运营等部门密切合作,及时反馈客户需求和市场信息
  • 确保市场活动符合品质、成本及合规要求,遵守监管部门及公司内部规章流程
  • 确保完成个人业绩指标,包括:客户数、规模及收入增长、客户关系满意度、资金量

#LI-CN


Qualifications


  • 本科毕业,具备5年以上金融行业从业经验
  • 深入了解银行发布的产品,服务及相关支行运营,流程和系统技术知识
  • 结果导向型,能够适应高压力的工作
  • 具备良好的服务意识和较强的销售导向意识
  • 具备良好的沟通,交流和电话销售技巧


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