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Career Opportunity

Relationship Manager, Sky Banking (Wealth Management)

Locations: Sydney, New South Wales Job Function: Accounting Employee Status: Regular Job ID: 19117200

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.

The opportunity for this position is it build and establish and proactively manage a portfolio high net worth relationships from within the existing framework.

Our client seek relationship mangers who can provide a comprehensive level of engagement across all facets of wealth management services.

To meet the objectives of existing clients and ensure we are attracting the right clients we are looking are looking for candidates who are eager to impress and driven to succeed in the wealth management space.

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

The ideal candidate would have the following skills and experience:

  • RG146
  • Tier 1 or 2 accredited in managed investments, derivatives, Securities and FX
  • 2 + years in Financial services industry experience
  • Sound knowledge in investment, wealth management and treasury products
  • 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

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


Time Type :Full time


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Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

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