GSG Relationship Manager

Citi; Philippines; On-site; PHP 1,000,000 - 1,400,000; Full time

Job summary

Citi is seeking a Client Manager in the Institutional Banking division. This client-facing banker will own onboarding, implementation, credit management and service coordination, serving as a central point of contact for clients and internal partners to ensure smooth operations.

You will maintain client relationships, support origination activities, manage KYC/AML compliance, and handle escalations to protect Citi's reputation while delivering high-quality service.

Qualifications

• 5-8 years of experience in client management or a related role within financial services.
• Strong product knowledge and understanding of operational processes and KYC/AML regulatory requirements.
• Excellent organizational and time-management skills with the ability to manage multiple priorities and stakeholders simultaneously.
• Proven ability to resolve client issues, manage escalations, and improve processes.
• Interpersonal skills with strong communication and client relationship abilities.
• High attention to detail in all aspects of work.

Responsibilities

• Maintain professional relationships with client representatives.
• Support origination activities with RAMs and PAMs and identify low-complexity opportunities.
• Own end-to-end onboarding experience from CRM requests to post-implementation follow-up.
• Coordinate credit management and monitor credit lines with relevant teams.
• Serve as the primary contact for client escalations and day-to-day service coordination.
• Act as the designated KYC owner for a portfolio and ensure accurate client profiles and compliance.

Skills

Relationship management

KYC/AML

Communication

Problem solving

Time management

Stakeholder management

Attention to detail

Education

Bachelor's/University degree or equivalent experience

Job description

The Client Manager is a client facing banker responsible for a seamless execution on onboarding and implementation, service coordination and credit management. This position acts as a central point of contact for clients and internal partners, ensuring operational efficiency and effective relationship support.

Responsibilities

1. Relationship & Origination Support

• Maintain professional relationships with client representatives.
• Understand client drivers and support Subsidiary Account Managers, Regional Account Managers (RAMs) and Parent Account Managers (PAMs), as applicable, in origination activities.
• Independently identify and originate low-complexity opportunities.
• Actively contribute to business campaigns, including account planning, wallet sizing, and corridor or product initiatives.
• Filter, prioritize and validate potentially complex and dynamic material from multiple sources
• Assist with coaching and training of new staff, as needed

2. Credit Management

• Manage credit requests in close coordination with various internal teams.
• Monitor credit lines and escalation exceptions.

3. Onboarding & Implementation

• Own the end-to-end client onboarding experience, from initiating CRM requests to post-implementation follow-up.
• Oversee client documentation and facilitate client training to ensure a smooth transition.

4. Service Coordination

• Serve as the primary point of contact for managing and resolving client escalations.
• Facilitate day-to-day operational flows and track client feedback

5. KYC Ownership

• Act as the designated KYC (Know Your Customer) owner for a portfolio of clients.
• Take responsibility for completing and maintaining accurate client profiles.
• 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 judgement regarding personal behaviour, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications

• Experience: 5-8 years of experience in client management or a related role within the financial services industry.
• Technical Skills: Strong product knowledge and understanding of operational processes and KYC/AML regulatory requirements.
• Organizational Skills: Excellent organizational and time-management skills with the ability to manage multiple priorities and stakeholders simultaneously.
• Problem-Solving: Proven ability to resolve client issues, manage escalations, and improve processes.
• Interpersonal Skills: Strong communication and interpersonal skills, with a commitment to delivering a high level of client service and ability to develop and maintain strong client relationships. Proven planning, negotiation and analytical skills
• Attention to Detail: High level of accuracy and attention to detail in all aspects of work.

Education

• Bachelor's/University degree or equivalent experience

Job Family Group

Institutional Banking

Job Family

Corporate Banking

Time Type

Full time

Most Relevant Skills

Please see the requirements listed above.

Other Relevant Skills

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

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.

View Citi’s EEO Policy Statement and the Know Your Rights poster.