Role Overview
The Citi Commercial Subsidiary Group (CSG) Relationship Manager is a strategic professional who stays abreast of developments within the field and contributes to directional strategy by applying their expertise to the business. They are a recognized technical authority in their area, bring basic commercial awareness, and use excellent communication and diplomacy skills to guide, influence and convince cross‑functional colleagues and external customers. They have significant impact on the area through complex deliverables, providing advice and counsel related to technology and operations of the business.
Responsibilities
- Calls on clients to deepen relationships and proactively owns, responds to, uncovers and anticipates future needs, roadblocks or risks and expectations
- Introduces solutions to clients in building and strengthening an effective portfolio
- Works with product specialists and subject matter experts to structure innovative and customised solutions that meet clients’ individual needs
- Works closely with Case Manager on the onboarding 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
- Maximises client experience by proactively sharing market updates, trend and intelligence
- Drives innovation in the solutions we provide clients and further develops our business where necessary and appropriate
- Executes strategic initiatives launched centrally at all levels (Group, Bank, commercial market and EIB)
- Networks with clients to identify avenues for new business opportunities
- Administrates the credit relationship of the client, coordinating and supervising the entire process, ensuring proper application of policies and institutional processes
- Ensures compliance with regulatory requirements and Citi’s policies/guidelines at all times
- Appropriately assesses 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, and escalating, managing and reporting control issues with transparency
Qualifications
- Ideally 6‑10 years of experience
- Sound knowledge of banking and investment products and processes with a track record of providing sound banking and financial advice and solutions to clients
- Demonstrated credit skills by structuring complex deals, including capital market transactions
- Advanced early‑warning detection skills
- Advanced credit skills; able to structure all types of credit deals
- Ability to work effectively in a team setting
- Ability to coordinate multi‑functional teams to provide an exceptional client experience
- Excellent interpersonal, communication and influencing skills (e.g., negotiation, consultative skills, leadership)
- Ability to work under pressure while making sound decisions
- Highly focused, able to rapidly identify key priorities and clearly communicate them
- A proactive approach to strengthening business relationships with clients, delivering a simple, secure and seamless client experience
- Passion for creating new business opportunities with existing clients and demonstrating innovative approaches to meeting clients’ needs
- 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
Education
- Bachelor’s/University degree; Master’s degree preferred
Candidates applying for this role must be aware that it is a Certified Role subject to the Certification Regime.
Fit and Proper Assessment Criteria
- Honesty, integrity and reputation
- Financial soundness
- Competence and capability
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
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