דרושים Wealth Relationship Manager - Safe Act New City / Tallman ב-Citi Group ב-Canada, Ottawa

The Wealth Relationship Manager SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual.

Responsibilities:

• Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills.
• Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling.
• With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals in order to provide holistic financial solutions.
• Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent communication, access to seminars, etc.
• Master referral opportunities to grow portfolio.
• Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities.
• Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.)
• Organize client events to enhance client bonding.
• Acquire new clients through converting referral leads.
• Manage client follow-up and adhere to all Regulatory and Compliance operating procedures
• Ensure that KYC/AML and other compliance norms are strictly adhered to
• Partner with all roles on branch team to ensure all clients have a positive in-branch experience
• 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.

Qualifications:

• 5-8 years of experience
• Strong analytical and financial skills
• Strong verbal and written communication skills
• Organized with strong attention to detail
• Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using NaviPlan Select or similar financial planning software preferred
• Basic understanding of investment and financial planning strategies preferred
• Must be a self-starter, problem solver and a goal-oriented team player able to work without direction
• FINRA license: Group 1 Insurance, SIE, Series 6, 63+65, Life and Health licenses required - with 120 days to obtain Life & Health – Candidates with 7&66 are welcome to apply
• This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures.

Education:

• Bachelor's/University degree or equivalent experience

Anticipated Posting Close Date:

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The Relationship Analyst plays a critical role in coordinating across functions and businesses to deliver Citi’s global network and solutions to clients and to address a broad range of relationship management requirements.

Key Responsibilities

• Support Corporate Banking team in Italy with the coordination and execution of day-to-day Italian Corporate and FI Client requests. These include: credit requests, product related requests, KYC matters, AML queries, problem escalation‎, information about the Citi global network’s capabilities new onboarding requests, etc…
• Support Corporate Banking team in Italy with the coordination and execution of day-to-day credit requests from Network/Product partners. Close coordination with CRMS and the Documentation Unit for credit line set up and availment, ensuring that approvals obtained are in line with requirements under the Risk Policy.
• Prepare facility; exposure and relationship data as requested by bankers. At annual review time, co-ordinate with the network to review global facilities and help with recommendations for potential changes/reductions.
• Liaise with client Treasury Team to affirm Head Office support for any new credit requests, ensuring required support documentation (i.e. Guarantees; Letter of Comfort) are lodged as appropriate and that all requirements under Citi’s support policy are met.

• Act as the key point person for routine credit queries, negotiates routine and support credit documentation, escalates problems, and identifies solutions to client issues; plays a key role in driving customer satisfaction.

• Engage and collaborates with network and Product partners to identify opportunities; ensures products and services are executed properly for clients.

• Prepare presentations for support policy discussions with clients; ensures designee approvals and deferrals are in place and discussion is lodged in the credit system.

• Support the negotiation of credit documentation requirements.

• Prepare information for client presentations and relationship reviews (network, credit, facility, relationship highlights, etc.)

• Assist Bankers in the co-ordination of ad-hoc regulatory/data review exercises, and help with data clean-up exercises, making the necessary facility adjustments where appropriate
• Work closely with Product Partners; network; CRMS to ensure timely resolution of data exceptions (facility excess or unmatched transactions)
• Ensure client portfolio has correct marketing hierarchy and legal structure reported in the appropriate systems and assists in maintenance of same
• Work in partnership with multiple Products team and provide relevant support, and drive completion of projects
• Lead product on-boarding and maintenance opening for Banker Solo designated clients (e.g. input CRM deal, work with the Account Services team, work with billing team if/when pricing issues arise, Channels Services, Citidirect, CitiConnect etc.)
• Handle queries on TTS products for Banker Solo designated e.g. cards, receivables, liquidity structures, trade finance products, Wordlink, security account
• Work in partnership with Trade Implementations for the issuance and associated documentation for Guarantee’s/LC’s
• Provide support where necessary for the coordination of RFPS’s
• Close co-ordination with KYC Operations, AML and ICG Partners on the KYC renewal and onboarding processes, with focus on supporting the firm’s goal of achieving its KYC deliverables.
• Ensure KYC and AML controls are in place for all new client requirements, through the established process and lead any control or remediation requirements relating to the produce space
• Identify new opportunities for enhancing current structure as well as opportunities for revenue growth

Development Value

This role will allow an individual to develop a good understanding of our client’s organization, and treasury functions. Provide a thorough understanding of Citi’s Corporate Banking business, its products, risk and controls. Also, it will provide good client facing exposure when dealing with clients on their BAU credit requirements and day-to-day requests. With further development opportunity for cross product exposure. Develop and grow their Citi network across the Globe.

Requirements

• Fluent in the Italian language
• Ideally Bachelor’s degree in Finance or closely related areas of Business Administration
• Proven ability to learn and exert sound judgement
• Ability to be client focused and results oriented
• Consistently demonstrate follow-up and organizational skills
• Consistently demonstrate clear and concise written and verbal communication
• Proven planning, negotiation and analytical skills
• Consistently demonstrate a professional attitude

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

Time Type:

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