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Client Relationship Manager
2 months ago
The Client Relationship Manager is a mid-level role focused on aiding clients in securing capital in the financial markets, while also delivering strategic advisory services for mergers, acquisitions, and various financial transactions in collaboration with the Institutional Banking division. This position also acts as a facilitator in trading activities for clients. The primary aim of this role is to serve as a strategic consultant to our clients by developing investment strategies and raising capital.
Key Responsibilities:
+ Develop and execute sales and marketing strategies to enhance Citigroup's client presence and optimize revenue, while collaborating with management and colleagues to establish a comprehensive marketing plan with clear priorities, market penetration, and revenue targets.
+ Utilize professional networks, comprehend client requirements, present Citigroup's offerings, persuade clients to adopt them, and enhance client satisfaction along with Citigroup's revenue.
+ Guide the team in strategic positioning and finalizing transactions with various internal stakeholders, including structuring, trading, legal, credit, and risk management.
+ Cultivate relationships with sales professionals to leverage Citigroup's brand and identify relevant buying and selling opportunities for clients.
+ Ensure robust governance and controls are in place.
+ Collaborate closely with control functions such as Legal, Compliance, Market and Credit Risk, Audit, and Finance to maintain a solid governance and control framework.
+ Foster a culture of responsible finance, ethical governance, and expense management.
+ Assess risk versus reward in transactions when making business decisions, ensuring careful consideration of the firm's reputation.
+ Familiarize oneself with and adhere to Citigroup's Code of Conduct and the Supervision Plan for Global Markets and Securities Services.
+ Comply with all policies and procedures relevant to the role, which will be communicated accordingly.
+ Obtain and maintain all necessary registrations and licenses required for the position within the specified timeframe.
+ Evaluate risks when making business decisions, demonstrating particular regard for the firm's reputation and safeguarding Citigroup, its clients, and assets by ensuring compliance with applicable laws, rules, and regulations, adhering to policy, and applying sound ethical judgment in personal conduct and business practices.
Qualifications:
+ 5-8 years of relevant experience.
+ Experience in a client-facing capacity within the buy-side community.
+ Sales experience in a financial services organization.
+ Demonstrated interpersonal and problem-solving abilities.
+ Consistently exhibit clear and concise written and verbal communication skills.
+ Preferred broad client relationships.
+ Must possess or be able to obtain necessary licenses, including Series 3, 7, 55, and 63.
Education:
+ Bachelor's degree or equivalent experience.
Job Family Group:
Institutional Sales
Job Family:
Investor Sales
Time Type:
Full time
Primary Location Full Time Salary Range:
$150,000 - $175,000.00
In addition to salary, Citigroup's offerings may also include discretionary and formulaic incentive and retention awards. Citigroup provides competitive employee benefits, including medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citigroup also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For further information regarding Citigroup employee benefits, please visit the appropriate resources. Available offerings may vary by jurisdiction, job level, and date of hire.
Citigroup 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 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, please review the relevant accessibility resources.
Citigroup is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
