• Deliver wealth management services to Citi Wealth 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, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.

Qualifications:

• 5-8 years of relevant experience

• Ability to multi-task with strong organizational and time management skills per the needs of banker teams and clients

• Ability to problem solve and analyzes 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

• Knowledge of investments, banking, and credit products

We offer:

• Work in a challenging area of the financial industry with one of the world's leading companies with exposure to variety of products, processes and controls

• Cooperation with a high quality, international, multicultural and global team

• Work in a friendly and diversified environment, appreciating differences in style and perspective and using them to add value to decisions leading to organizational success

• Management supporting balanced and agile work (flexible working hours, home office)

• Attractive benefits package (Benefit System, medical care, pension plan etc.)

• A chance to make a difference with various affinity networks and charity initiatives

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required