Relationship Manager - Blumenau / Florianopólis

Citi; Curitiba; Presencial; BRL 120.000 - 150.000; Tempo integral

Resumo da oferta

A leading global financial services firm based in Curitiba is looking for a Relationship Manager to deepen client relationships and manage internal service issues. The role requires a strong background in banking, excellent communication skills, and the ability to innovate solutions for clients. Candidates should have 5-8 years of relevant experience and hold a Bachelor’s degree along with the mandatory CPA 20 Certification. This full-time position covers the Mid-Corp target in Blumenau and Florianopolis.

Qualificações

• 5-8 years of experience in banking and investment.
• Sound knowledge of banking products and financial advice.
• Demonstrated ability to manage client relationships.

Responsabilidades

• Build and deepen client relationships for proactive service.
• Manage internal teams to address customer service issues.
• Identify cross-sell opportunities and support senior managers.

Conhecimentos

Client relationships

Financial advice

Communication skills

Deal closing

Business development

Formação académica

Bachelor's / University degree

CPA 20 Certification

Descrição da oferta de emprego

Responsibilities

• Calls on clients to deepen relationships and proactively owns, responds to, uncovers and anticipates future needs, roadblocks or risks and expectations;
• Serves as clients' contact point and is responsible for managing internal departments to address any customer service issues;
• Introduces solutions to clients in building and strengthening an effective portfolio;
• Works closely with Case Manager on the on-boarding and retention of clients, ensuring the appropriate "Know Your Client" (KYC) and other compliance deliverables are met;
• Identifies cross-sell opportunities to deepen and increase share of wallet;
• Drives innovation in the solutions we provide clients and further developing our business where necessary and appropriate;
• Supports the Senior Relationship Managers in structuring deals that balance risk and reward;
• Maximizes client experience by proactive sharing of market updates, trends and intelligence;
• Assists Senior Relationship Manager or Team Leader in the research and identification of prospective clients;
• Networks with clients to identify avenues for new business opportunities;
• Prepares / oversees new transaction submissions & annual reviews for the submission to the in-business credit lending management and independent risk department;
• Actively protects Citi's assets and reputation by being the first line of defense from credit risk management perspective;
• Ensures compliance with regulatory requirements and Citi's policies / guidelines at all times.

Qualifications

• 5-8 years of experience;
• Sound knowledge of banking and investment products and processes as well as a track record of providing sound banking and financial advice and solutions to clients;
• Demonstrates core credit skills;
• Demonstrates an intermediate level of Early Warning Detection skills;
• Demonstrates ability to close deals and proficiently manage the credit origination process, gather and maintain credit documentation and monitor accounts;
• Demonstrates advanced understanding of accounting principles, financial modeling and statement analysis;
• Ability to work effectively in a team setting;
• Excellent interpersonal, communication and influencing skills;
• A self‑starter, with positive / can‑do approach, embraces changes, and is bold;
• High level of energy, enthusiasm and motivation;
• Highly focused, able to rapidly identify key priorities, clearly communicate the priorities;
• Passion for creating new business opportunities with existing clients and able to demonstrate innovative approaches to meeting clients' needs;
• A proactive approach in looking for ways to strengthen business relationships with clients, delivering a simple, secure and seamless client experience;
• Ability to embrace new technology and understand the role digital plays in the experience we deliver for our clients;
• Able to quickly adapt priorities based on the latest data insights;
• Must have a sharp business development focus and demonstrative innovative approaches.

Education

• Bachelor's / University degree or equivalent experience;
• CPA 20 - Cerification is madatory (please note: certification is mandatory).

Job Information

• Position is to cover companies Mid‑Corp target in a range of Blumenau and Florianopolis reporting to Curitiba Office.
• Job Family Group: Commercial and Business Sales; Relationship Management;
• Time Type: Full time.

Equal Opportunity and EEO Statements

Citi 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.

EEO is the Law.

View the "EEO is the Law" poster.

View the "EEO is the Law" Supplement.

View the "EEO Policy Statement".

View the "Pay Transparency Posting".