The RM is responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services and other types of financial transactions in coordination with product teams. The RM also serves as an intermediary in trading for clients. The overall objective of this role is to act as strategic advisor to our clients by formulating investment strategies and facilitate transactions for clients.
Expand a portfolio of accounts with varying/complex financial needs with the objective of revenue growth and good credit quality in line with Citi’s credit standards, policies and processes
Identify customer needs and recommend solutions to address these needs, such as financing, streamlining of cash management operations, foreign currency solutions, etc.
Cross-sell banking products, including cash management, trade finance, trade services, structured trade products, foreign exchange, commodities, fixed income, loans (including syndicated, bilateral), custody and capital market products
Responsible for all credit aspects of the relationship including annual reviews, early problem recognition and remedial management
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
6-10 years of experience
Comprehensive knowledge of credit analytics and financial modelling
Proven expertise in Risk assessment and valuation
Bachelor's degree/University degree or equivalent experience
Master's degree preferred
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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