Citi Commercial Bank Relationship Manager - VP (Fintech, Digital, Technology & Communications)

Citi; London; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading financial institution in London is seeking a Relationship Manager to develop banking relationships in the Digital/FinTech space. The role involves managing existing relationships, acquiring new clients, and ensuring compliance with regulatory standards. Ideal candidates will have a strong understanding of the Digital/FinTech market and experience in Commercial Banking. The position offers a collaborative environment with opportunities for professional development.

Qualifications

• Excellent knowledge of the Digital/FinTech market, customers, ecosystem, and local regulations.
• Ability to engage appropriately at all levels in the organization.
• Experience in implementation/onboarding process.

Responsibilities

• Acquire new Digital/FinTech customers for the Bank.
• Manage relationships and provide service for CCB Digital customers in the UK.
• Work closely with various teams on a daily basis.

Skills

Excellent knowledge of the Digital/FinTech market

Good knowledge of corporate finance

Ability to assess the credit risk of digital/technology companies

Team player

Experience in Commercial/Relationship Banking

Job description

Overview

CitiCommercialBank (CCB) is a fast growth business with a vision to significantly scale up over the next five years and beyond. Coverage of companies in the Digital/FinTech space is a core part of this strategy. The primary responsibilities for the Relationship Manager - Digital will be to develop new banking relationships and to provide solutions for existing Digital/FinTech CCB clients. The job involves day-to-day cooperation with Citi colleagues in various countries, including working with the credit underwriting team, subsidiary relationship managers, product and implementation teams. Responsibilities also include active engagement in projects related to additional products and functionalities offered by the CCB team across the region for Digital/FinTech companies.

Main Responsibilities

• Acquire new, multi-product Digital/FinTech customers for the Bank;
• Manage relationships and provide service for CCB Digital customers in the UK;
• Proper account planning is expected; the RM has to determine and plan the future relationship, business opportunities, products to sell, etc.;
• Work closely with the Sector Head, the wider UK CCB team, CCB Cash Sales Transactors, Markets experts and junior staff on a daily basis;
• Monitor and support the products’ implementation process;
• Manage customers and transactions in the CRM platform;
• Close cooperation with Banking Capital Markets and Advisory teams to address opportunities within the Digital and FinTech space;
• Frequent interaction with other CCB teams across the globe;
• Verify adherence to global Know Your Customer (KYC) standards during the onboarding and periodic review processes;
• Maintain overall control and accountability for the managed cross-border transactions referrals;
• Participate in structuring new product solutions specific to Digital/FinTech clients and the industry segment.

Experience/Knowledge/Skills/Languages

• Excellent knowledge of the Digital/FinTech market, customers, ecosystem, competition, local regulations;
• Good knowledge of corporate finance, FX, cash management and trade products;
• Thorough understanding of banking products for digital/technology customers;
• Experience in Commercial / Relationship Banking with international customers;
• Ability to assess the credit risk of digital/technology companies;
• Experience of the implementation / onboarding process;
• Team player with the ability to collaborate across the wider UK CCB team and the Global Digital Team, and to request support from appropriate team members as required;
• Exploring issues and generating solutions; analysis and use of a diverse range of environmental and business information to identify business priorities and make decisions to deliver business benefits;
• Ability to engage appropriately at all levels in the organization and build relationships with a variety of business and external sources.
• Candidates applying for this role must be aware that it is a Certified Role, subject to the FCA and PRA Certification Regime.
• The Certification Regime is one element of the Individual Accountability Regime which came into effect on 7 March 2016.
• Under the Certification Regime, Citi UK regulated entities (Citi entities) must ensure that employees working in certain roles categorized as specified significant harm functions (Certified Roles) are assessed as fit and proper to carry out their role.
• Under the guidance provided by the FCA and PRA, firms should have regard to the following when assessing fitness and propriety: Honesty, integrity and reputation; Financial soundness; Competence and capability.
• In order to comply with the requirements of the Certification Regime, Citi entities must take reasonable care to ensure that an employee does not perform a Certified Role without first being certified as Fit and Proper. For this reason, you will be assessed for this role against the Fit and Proper requirements, as described above.
• This assessment will be carried out through extensive interviews, self-disclosures, permitted criminal record checks, regulated reference checks, credit checks and other background screening checks.

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Job Family Group: Commercial and Business Sales

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Job Family: Relationship Management

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Time Type: Full time

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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