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Career Opportunity

Relationship Manager, NSW International

Locations: Sydney, New South Wales Job Function: Banker Employee Status: Regular Job ID: 19108003

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 and  manage 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 across the franchise to tailor solutions to ensure each client’s unique objectives are met
  • Proactively source and develop new business from internal and external referral networks

  • Actively participate in networking events and acquisition activities such as product information seminars

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
  • Delivering Results & exceeding Customer Expectations
  • Coping with pressures & setbacks
  • Presenting & communicating information

Mandarin or Cantonese speaking skill preferred but not essential

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Grade :

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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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