Client Portfolio Manager

3 days ago


San Francisco, California, United States Citi Full time
About Our Team

We are a dedicated team of professionals who are passionate about delivering exceptional client service and driving business growth. Our team is committed to fostering a culture of innovation, collaboration, and excellence.

We are seeking a skilled Financial Services Consultant to join our team in San Francisco. As a key member of our client services group, you will be responsible for delivering financial solutions to our private bank clients with guidance from our banker teams.

The ideal candidate will have 2-5 years of relevant experience and possess strong organizational and time management skills. They will also have excellent verbal and written communication skills, as well as a proven ability to problem solve and analyze data.

This role offers a competitive salary range of $63,870 - $89,130 per year, depending on location and qualifications.

Key Responsibilities
  1. Develop and implement financial solutions to meet the needs of our private bank clients.

  2. Collaborate with our banker teams to deliver exceptional client service and drive business growth.

  3. Take ownership of client investigations (e.g., statement reporting issues and pricing inquiries) and collaborate with operational and middle office teams to ensure effective resolution.

Required Skills:

  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills.
  • Ability to work independently and as part of a team.

Benefits:

  • Competitive salary range: $63,870 - $89,130 per year.
  • Opportunities for professional growth and development.
  • A dynamic and inclusive work environment.


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