Treasury & Trade Solutions, Client Executive - Vice President

Posted:
9/11/2024, 5:53:43 PM

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

Experience Level(s):
Expert or higher ⋅ Senior

Field(s):
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 in cash management and treasury to Citi’s client management team.

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:

Interface with Treasury & Trade Solutions (TTS) clients working closely with Solution Sales & Product Sales team with a defined portfolio of headquartered Banking clients, as well as Global Subsidiaries Group (GSG) clients with a significant buying centre to develop an understanding of their Treasury Objectives, operating procedures, organisations structures and transaction service needs in identifying and supporting the delivery of TTS Products.

Work closely in partnership across the TTS Sales team and client to identifying opportunities to enhance the clients existing solutions focusing on revenue expansion and retention of existing business.

Drive the Client Experience by being a client advocate in managing the Citi network, +100 countries to ensure client satisfaction and retention of business.

Ensuring proactive communication with key decision makers within the client organization as well as the internal client team.

What you’ll do:

  • Work with TTS Solution Sales & Product Sales Managers to ensure understanding of key TTS Sales activities for portfolio drive completion of projects through product adoption and revenue realisation.
  • Provide support where necessary for the coordination of critical projects with relevant stakeholders within TTS such as Implementation of new solutions, VOC feedback and associated action plans.  
  • Where required, lead client communication of Product migrations, regulatory changes and market updates for portfolio being a client advocate internally and support driving the change management agenda for TTS.
  • Responsible for hosting proactive Client Experience TTS relationship reviews with key client contacts in addition to the Decision Maker. 
  • Work in close partnership with key stakeholders to have visibility of pending actions and ensure timing completion or support provided to drive adoption and revenue realisation.
  • As part of product adoption, responsible to ensure pricing set up is correct and for new business Product Sales pricing is clearly defined and shared with the Client Executive and client.
  • Responsible for review of monthly revenue analysis for defined client portfolio by preparing summaries/ forecasts and communicating findings to respective stakeholders. 
  • Ensure AML enquiries handled promptly and thoughtfully ensuring adherence to Citi policies.  

What we’ll need from you:

  • Significant experience in Client Management roles, with relevant Treasury / Cash Management experience.
  • Excellent interpersonal, influencing and diplomacy skills to manage internal and client relationships.
  • Strong Analytical and problem-solving skills.
  • Clear and concise written and verbal communication skills.
  • German, Spanish, French or Italian language advantageous.
  • University Degree preferred.

What we can offer you:

This role will allow an individual to develop a strong understanding of a customer Treasury organisation, specific industries, and treasury functions.  It will provide a thorough understanding of the TTS business, its products, risks, and controls. 

You will develop and grow your Citi network across the Globe and will provide the opportunity to expand and strengthen one's knowledge to move to other opportunities within Sales, Product or Risk.

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:

Account Management

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Time Type:

Full time

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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.

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