Client Executive for Banks Clients, Securities Services, Senior Vice President

Posted:
11/27/2024, 1:51:51 AM

Location(s):
London, England, United Kingdom ⋅ England, United Kingdom

Experience Level(s):
Expert or higher ⋅ Senior

Field(s):
Customer Success & Support ⋅ Sales & Account Management

Workplace Type:
Hybrid

Are you looking for a career move that will put you at the heart of a global financial institution? Then bring your skills  as a strategic Client Executive, able to drive and own the development and growth of our platinum and priority client relationships.

By Joining Citi, you will become part of a global organisation whose mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress.

Team/Role Overview:

The Client Executive group within Securities Services is responsible for owning, developing and growing our platinum and priority client relationships ensuring client satisfaction, revenue growth, and client profitability and efficiency.

Through senior relationship engagement, the Client Executive should fully understand the strategies executed by their clients and look to develop those relationships to enhance the footprint of Citi products with the clients and provide cross product coverage, with primary focus on Custody & Clearing as well as the wider Securities Services Product Suite (Fund Services, Execution Services etc.). The Client Executive may also be expected to act as the senior escalation point for their client relationships in the event service levels or where specific projects require senior management involvement from Citi.

What you’ll do:

Key responsibilities:

Relationship Management

  • Build long lasting trusted client relationships – be a trusted advisor, act as clients’ advocate within Citi.
  • Lead and coordinate negotiation of all legal contracts and business / risk updates (with oversight from Legal and Product).
  • Provide clients with thought leadership on regulatory, industry and product solutions.
  • Work in partnership with Citi teams and the client in order to ensure Citi is a top provider for the client.
  • Understand existing and future products to propose recommendations to clients and grow revenues.
  • Ultimately responsible for Knowing the Client (KYC) and all associated approvals.

Financial

  • Client-facing role responsible for the retention of existing revenue and the generation of new client revenues.
  • Understand the client wallet, drive organic growth, and identify and execute cross-sell opportunities.
  • Accountable for client profitability and efficiency.   
  • Negotiate pricing and terms for new products (in partnership with the Product organization).
  • Deliver the firm: refer business to firm-wide partners.

Client Satisfaction

  • Serve as an escalation point to engage client when Client Services or Account Management roles cannot resolve.
  • Accountable for client satisfaction, working with internal teams to ensure quality delivery, adherence with Service Level Agreements and governance of the overall relationship internally and with the client.
  • Perform and/or oversee regular client reviews to determine overall client satisfaction and govern the action plans to address client concerns.
  • Drive continuous enhancement of Citi products and services to our clients working with product, operations and tech partners.

What we’ll need from you:

  • Significant experience in a global financial institution with experience in client relationship management.
  • Experience of managing by influence and demonstrated ability to manage complex issue resolution.
  • Self-starter, good problem solver, results oriented.
  • Proven track record of cross-selling skills.
  • Ability to take ownership and execute solutions with appropriate urgency.
  • Excellent written and verbal communication skills and the confidence to handle external meetings and senior-level discussions with clients.
  • In-depth level of knowledge of the Direct Custody business and broader awareness of the Securities Services industry and the Financial Institutions client segment.
  • Ability to multi-task and constantly assess and change priorities in line with the demands of the business and client-base.
  • Willingness and motivation to maintain a steep learning curve, keeping updated with the business, client demands and global market developments.
  • A strong understanding of the regulatory, risk and control environment impacting the securities services business.

What we can offer you:

An exciting opportunity for you to actively and proactively drive our client agenda, the growth of the firm and contribute to an ambitious and supportive team.

We work hard to have a positive financial and social impact on the communities we serve. In turn, we put our employees first and provide the best-in-class benefits they need to be well, live well and save well.

By joining Citi London, you will not only be part of a business casual workplace with a hybrid working model (up to 2 days working at home per week), but also receive a competitive base salary (which is annually reviewed), and enjoy a whole host of additional benefits such as: 

  • Generous holiday allowance starting at 27 days plus bank holidays; increasing with tenure
  • A discretional annual performance related bonus 
  • Private medical insurance packages to suit your personal circumstances
  • Employee Assistance Program  
  • Pension Plan 
  • Paid Parental Leave 
  • Special discounts for employees, family, and friends 
  • Access to an array of learning and development resources 

Alongside these benefits Citi is committed to ensuring our workplace is where everyone feels comfortable coming to work as their whole self every day.  We want the best talent around the world to be energized to join us, motivated to stay, and empowered to thrive. 

Sounds like Citi has everything you need? Then apply to discover the true extent of your capabilities. 

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Job Family Group:

Institutional Sales

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Job Family:

Institutional Product Sales

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Time Type:

Full time

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Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. 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.

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View the EEO Policy Statement.

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Citi

Website: https://www.citigroup.com/

Headquarter Location: New York, New York, United States

Employee Count: 10001+

Year Founded: 1812

Last Funding Type: Post-IPO Equity

Industries: Banking ⋅ Credit Cards ⋅ Financial Services ⋅ Wealth Management