Generate revenue streams through the cross-sell of Banking Services to an affluent customer base
Manage and develop a portfolio of Citibank's affluent Customers including revenue and AUM accountability
Delivery of the financial plan and achievement of business objectives & targets
Source new client referrals from networking and calling programs targeted specifically towards highly affluent customers
Identify and meet customer needs through the provision of Banking solutions and referral Wealth Management Specialists
Job Background/Context:
The delivery of the financial plan and further the achievement of the business objectives
Manage own client portfolio
Respond to developments in the industry and financial markets and it's impact on client relationships.
Location is the respective branch
Report to Sales Manager
Job Responsibilities:
Proactively meet customer needs by promoting Banking Solutions including Wealth Management Solutions via Third Party specialists
Management of a portfolio of Affluent customers including revenue and AUM accountability
Champion the Citigold customer experience ensuring the delivery of quality advice, recommendations and solutions to customers
Act as a leader for Citigold, both internally and externally, continually identifying opportunities for improvement intended to grow the reputation of Citibank's Citigold service and proposition
Adopt “hands on” approach to client contact and follow up
Develop and demonstrate in-depth knowledge and understanding of the markets, Banking and Wealth Management products and services in order to match our offering with client needs
Take ownership for, and deliver of individual sales and revenue targets
Source new target market clients that support the attainment of business objectives & targets
Effectively manage referred clients to deliver financial targets
Provide a first class level of service to ensure that clients are satisfied and continue to want to do business with Citibank. Additionally generate target market referrals as a result
Maintain and update accurate Client information
Act in accordance with all regulatory, compliance and KYC policies (both internal and external) and communicate to clients as appropriate
Build productive relationships with referral sources, within the branch network, instilling a sense of teamwork and pro-activity with client referral
Coach & develop branch introducers to ensure quality of leads referred is at the required standard
Pro-actively participate as a senior member of the Relationship Management team contributing towards team targets and promoting teamwork
Contribute effectively to team activities including the generation of new sales ideas and initiatives.
Skills
Required Knowledge:
Substantial experience in a Relationship Management or similar role
Demonstrated success in a Relationship Management sales background within a UK financial services company preferable within the Executive banking or Private segment
Portfolio Management
Broad based knowledge of financial products and services, financial markets and economic environments
Knowledge of respective operational and regulatory environment
Required Skills:
Ability to research and aggressively source new business through own initiative
Demonstrated ability to network and build own portfolio of contacts to maximize referral network
