The Portfolio Optimization Relationship Manager is a strategic professional who follows latest trends in their own field and adapts them for application within own job and the business with some guidance from supervisors. Excellent communication skills required in order to negotiate externally as well as internally. Developed diplomacy skills are required in order to guide, influence, and convince others, particularly customers as well as other internal partners. Accountable for direct business results and authoritative advice regarding the operations of the business. Makes strategic decisions and responsible for escalating relevant situations appropriately. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the entire function. Requires basic commercial awareness. 

Responsibilities:

• Calls on clients to negotiate and manage relationships and proactively owns, responds to, uncovers and anticipates future needs, roadblocks or risks, and expectations
• Partners with other teams within the Commercial Bank, Retail Bank, and other areas to assess clients within CCB and RBB target markets
• Maximizes client experience by proactive sharing markets updates, trends and intelligence
• Networks with clients to identify avenues for new business opportunities
• Works closely on retention as well as demarketing of clients
• Drives innovation in the solutions we provide clients and further developing our business where necessary and appropriate
• Works with the team to develop an exceptional level of client service and to build solid relationships that will lead to substantial improvements in profitability.
• Executes strategic initiatives launched centrally at all levels
• 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 judgement regarding personal behavior, conduct, business practices, and escalating, managing and reporting control issues with transparency.
• Ensures the appropriate “Know Your Client” (KYC) and other compliance deliverables are met

Qualifications:

• Bachelor's degree in finance, economics, commerce, engineering or related disciplines
• 6-10 years of relevant experience in the commercial banking industry

Education:

• Bachelor’s degree, potentially Master’s degree

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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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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.

 

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