Assistant Relationship Manager (ARM)

Citibank (Switzerland) AG; Singapore; Hybrid; Confidential; Full time

Job summary

Citibank (Switzerland) AG in Singapore seeks an Assistant Relationship Manager trainee to deliver wealth management services to Citigold and Citi Private clients with guidance from Banker teams.

You will support client transactions, investigations, and account maintenance while upholding audit and compliance standards; coordinate visits and build relationships with clients and referrals.

Qualifications

• Diploma or degree; professional experience welcomed.
• Strong problem solving and data analysis.
• Excellent written and verbal communication; client-facing experience.
• Knowledge of investments, banking, and credit products.

Responsibilities

• Deliver wealth management services to Citigold and Citi Private clients with guidance from the Banker teams.
• Manage and execute client transactions with respect to banking, credit and investment products; ensure compliance.
• Take ownership of client investigations and collaborate with operations to resolve.
• Coordinate account maintenance and reporting on WINS including updates and fees.
• Enforce banking policies and procedures to maintain client satisfaction.
• Proactively arrange and participate in client visits and perform service quality check-ins.
• Obtain banker/client appointments to build or establish relationships.
• Identify and document new business opportunities for referral to banker or product specialist.
• Perform responsibilities through Citi applications and participate in process improvements.
• Assess risk and ensure compliance with laws and regulations; safeguard Citi and clients.

Skills

Multi-tasking

Organizational skills

Analytical skills

Verbal communication

Written communication

Client facing

Education

Diploma or Bachelor's degree

Tools

Citi applications

Job description

## Assistant Relationship Manager (ARM)Apply: Hybrid: Sg Singapore: Full time: Posted Today: 26994783The Assistant Relationship Manager is a trainee professional role. Requires a good knowledge of the range of processes, procedures and systems to be used in carrying out assigned tasks and a basic understanding of the underlying concepts and principles upon which the job is based. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Makes evaluative judgements based on the analysis of factual information. They are expected to resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents. Must be able to exchange information in a concise and logical way as well as be sensitive to audience diversity. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own job. You will provide excellent sales, relationship management, and account opening support to a team of relationship managers so that the team as a whole is more productive in acquiring, deepening and broadening existing and potential relationships. You will work with relationship managers, their clients/prospects, advisors and referral sources, and the other support groups in the business. **Responsibilities:*** Deliver wealth management services to Citigold and Citi Private clients with guidance from the Banker teams.* Manage and execute client transactions with respect to business and individual banking, credit and investment products. Ensure transactions are completed within audit and compliance standards as well as timely.* Take ownership of client investigations (e.g., statement reporting issues and pricing inquiries) and collaborate with operational and middle office teams to ensure effective resolution.* Coordinate account maintenance for all products and reporting on WINS including address changes, telephone number updates, account status changes, rates and fee waivers.* Enforce banking policies and procedures to ensure operational integrity while maintaining high client satisfaction.* Proactively arrange and participate in client visits and perform service quality check-in calls to clients.* Obtain banker/client appointments to build upon existing or establish new relationships.* Identify and document new business opportunities for referral to banker or product specialist.* Perform responsibilities through proficient use Citi applications. Participate in service related process improvements.* 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 judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.**Qualifications:*** Previous relevant experience preferred.* Ability to multi-task with strong organizational and time management skills per the needs of banker teams and clients* Ability to problem solve and analyze data with demonstration of attention to detail •Strong verbal and written communication skills* Client facing experience; strong background and interest in the fields of operations and compliance; previous sales referral experience* Knowledge of investments, banking, and credit products.**Education:*** Diploma or equivalent.* Bachelor's/University degree or equivalent experience preferred.