Citi Group Relationship Analyst 

Pakistan, Sindh, Karachi Division 

302285249

By Joining Citi, you will become part of a global organisation whose mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress.

The Relationship Analyst also serves as an intermediary in trading for clients. The overall objective of this role is to act as a strategic advisor to our clients by formulating investment strategies and raising capital for clients.

What you’ll do

• Build relationships with various internal and external audiences to ensure timely problem resolutions and to provide support for a range of audience needs and services.
• Perform financial and operational investigations, including credit, foreign exchange, cash management and trade services, ensuring timely resolution and client satisfaction.
• Assist Banker with the preparation of relationship reviews and client portfolios
• Partner with Product Partners and Relationship Managers to perform various activities for Know Your Client (KYC) requirements, including timely origination, monitoring, renewals and completion across all product and marketing levels
• Facilitate credit originations, credit allocation, approvals, documentation, bookings, fee collections and renewals for Standby Letters of Credit and justify exceptions, as well as credit allocation from Parent Account Management teams and Credit Risk Management
• Identify revenue opportunities, position certain products with clients and monitor billing and service queries, as well as correct mapping/marketing hierarchies in Citi Investment Strategies (CIS) to ensure revenues earned from all products are appropriately reflected.
• Assist in the preparation of support discussions for clients, ensures designee approvals/deferrals in place, and ensure discussion is lodged in Citi Risk Approvals
• Maintain and ensure that portfolios have correct marketing levels and legal structure reported in the appropriate systems.

What we’ll need from you

• 2-5 years of relevant experience
• Consistently client focused and results oriented
• Demonstrated information resourcefulness and a high level of attention to detail
• 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
• Series 7 and 63 licenses

Education:

• Bachelor's degree/University degree or equivalent experience

Time Type:

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