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Financial Institutions - Client Executive (SVP/VP) - Australia & New Zealand

Job Req ID 23689281 Location(s) Sydney, Australia; New Zealand Job Type On-Site/Resident Job Category Institutional Sales
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Citi's Treasury and Trade Solutions (TTS), a division of Citigroup's Services, invests in innovation to bring new solutions to life by establishing a digital future through building on a strong legacy of innovation and a unique global network across a broad range of cash management and trade services.

TTS has the industry's largest proprietary network with banking licenses in over 90 countries and our global platform is unique in the industry for its reach, interoperability, and flexibility. It provides digitally integrated cash management, payments, receivables, liquidity management and investment services, working capital solutions, commercial card programs, and trade finance to financial institutions, multinational corporations, and public sector organizations. Combined with a worldwide network of dedicated and experienced transaction services professionals, and the industry’s most comprehensive suite of digitally enabled platforms tools and analytics. TTS is well-suited to serve clients anywhere they do business.

Financial Institutions Client Executive (SVP/VP) – Australia & New Zealand

Position Summary and Objective:

The Senior Vice President/Vice President with a portfolio of Financial Institution Clients that includes Banks, inclusive of Central and Development Banks, Broker Dealers, Asset Managers, FinTech’s, Insurance Companies, and other FIs as may arise. The role of the Senior Vice President/Vice President is to build long lasting trusted client relationships through knowledge of the segments and trends, developing an understanding of the clients operating, organization structure and transaction banking needs resulting in expanding the footprint of Citi products.

The Senior Vice President/Vice President will also act as the clients’ advocate within Citi to support the delivery of TTS Solutions.

The Senior Vice President/Vice President will manage and support our existing clients’ growth within their assigned portfolios. The incumbent will be responsible for developing and executing a “best in class” client-centric strategy that includes developing and growing client relationships through the provision of value-added solutions and an exceptional client experience. You will collaborate with the Global team to implement alignment and accountability across our Operations, Service and Onboarding partners to deliver a strong client experience for our Financial Institution Sector clients, including implementation of the data tools across the client TTS interaction points allowing the Senior Vice President/Vice President to be responsive and proactive to client situations.

You will foster strong partnership with Product and Solution Sales partners to meet the clients’ needs. Your team will also monitor and support the onboarding process as well as the clients’ service levels to ensure revenue ramp up and a positive client experience, including resolution / action plans in response to client feedback. The Senior Vice President/Vice President will work in close partnership with control functions such as Legal, Compliance, Market and Credit, Risk, Audit, Finance to ensure appropriate governance and control infrastructure.

Key Responsibilities:

  • Develop and execute a client-centric strategy to meet TTS growth objectives and implement KPIs with functional partners.
  • Portfolio Management and Optimization: Develop deep relationships with key global and regional clients.
  • Responsible for incremental cross sell of new TTS products and services.
  • Drive implementations and revenue realization on deals implemented within the portfolio in partnership with Implementation, Product, Solution Sales and others where applicable.
  • Deepen relationship within key clients and cultivate client contacts working with the TTS Solution Sales Specialist, Operations and Client Delivery.
  • Review and co-ordinate timely responses to all client-related enquiries through redirecting Operations, Client delivery or appropriate Product Specialists.
  • Assist with client communication of Product migrations, regulatory changes and market updates for the portfolio.
  • Support complex cash management deals including RFP responses and client pitches, recommending innovative cash management solutions.
  • Be the client advocate to ensure Client issues are addressed promptly working with partners in product, client delivery and operations.


  • Sales, Client Service, or Relationship Management experience covering large financial institution or equivalent clients with proven track record.
  • Familiarity with market dynamics and eco-systems.
  • Excellent communication and written skills
  • Demonstrated organizational skills (including self-organizational skills)
  • Superior client management & deal negotiation skills
  • Ability to interact at all levels of global, regional, and local.
  • Superior interpretive and problem-solving skills
  • Excellent team working and outstanding interpersonal skills.
  • Ability to operate in a complex matrix environment.


  • Bachelor's/University degree or equivalent experience, Masters degree is good to have.

Role can be based in either of the locations - Australia or New Zealand.


Job Family Group:

Institutional Sales


Job Family:

Account Management


Time Type:

Full time


Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.

View the "EEO is the Law" poster. View the EEO is the Law Supplement.

View the EEO Policy Statement.

View the Pay Transparency Posting

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