Citigroup MYS Citibank Berhad - CitiGold Associate Relationship Manager in Kuala Lumpur, Malaysia
The Citigold Relationship Banker is a developing professional role. Applies specialty area knowledge in monitoring, assessing, analyzing and/or evaluating processes and data. Identifies policy gaps and formulates policies. Interprets data and makes recommendations. Researches and interprets factual information. Identifies inconsistencies in data or results, defines business issues and formulates recommendations on policies, procedures or practices. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team.
Client Account Management
Review CG customer needs and asset allocation, pro-actively engage with the customer to validate the understanding of the needs.
Advise CG customers to enrich the relationships by mobilizing additional funds and sell other fee based products/services based on the current and future customer needs.
Review product penetration for the assigned client base, identify potential CG customers who can be sold tailored products to enhance product penetration
Ensure coverage of all relationships through customer engagements, risk profiling and
Organize CG customer events to enhance customer bonding.
Acquire new CitiGold customers through converting referral leads.
Compliance, Risk & Controls
Ensure that KYC/AML and other compliance norms are strictly adhered to.
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.
0-2 years relevant experience
Ability to manage relationships both internal and external; Ability to multi-task
Mandatory certifications as required for selling financial products
- Bachelor's/University degree or equivalent experience
Citi has reached an agreement with UOB Group for the acquisition of our Consumer Banking business in Malaysia. The completion of the acquisition is subject to local regulatory approvals.
As this is a role to work in Citi’s consumer bank, the successful candidate will initially be employed by Citi and in due course, UOB will be extending an employment offer to the incumbent of this role to continue employment with UOB upon completion of the acquisition.
Job Family Group:
Private Client Coverage
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