Citibank Berhad JB - Citi Priority Relationship Manager

Citibank Berhad
Kuala Lumpur, Malaysia
Apr 23, 2018
Apr 25, 2018
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
  • Primary Location: Malaysia,Wilayah Persekutuan,Kuala Lumpur
  • Education: Associate's Degree/College Diploma
  • Job Function: Sales
  • Schedule: Full-time
  • Shift: Day Job
  • Employee Status: Regular
  • Travel Time: Yes, 75 % of the Time
  • Job ID: 18016805


Key Responsibilities:
  • Display high energy to perform as an individual contributor and yet be a strong team player
  • Grow existing relationship AUM's and ability to acquire new clients using Citi's differentiated offerings
  • Ability to leverage on Citi's Global Research and keeps self and clients fully updated with Citi views on local and global financial trends
  • Passion to perform, understand client needs and provide solutions
  • Protecting the franchise and Clients by displaying the highest standards of integrity and respect for rules and regulations
Functions and Duties:
Financial (40%)
  • To achieve or over exceed the monthly sales target according to the Citimax goals set
  • Provide daily pipeline and sales activity report to Sales Manager/Branch Manager
  • To equip oneself with the Market and Product knowledge by attending IDU and product trainings
  • To be personally effective at building the business, deepening relationships and increasing targeted customer segments through the execution of an effective sales process
  • To grow customer numbers and revenue/Assets Under Management (AUM) to meet country business goals, particularly Liability accounts, Investment/Insurance, CitiGold and Mortgage
Clients and Franchise (30%)
  • Expanding on new customer base through referrals from customers or through personalized/advisory services provided personally or through the Investment Consultants/Insurance Specialist
  • To solicit sales by identifying cross-sell opportunities among existing customers, as well as relationship deepening
  • Broaden customer's product base by cross selling IPB, Cards, Personal Loans and Mortgage
  • Embrace the Power of One values and increase customer Net Promoter Score
  • Close all eCRM triggers timely and achieve a minimum contact rate of 80%
  • Actively promote online banking platform to customers and increase the e-statement penetration
Compliance and Controls (20%)
  • All In-Branch Account Openings are to be opened via STP
  • Fully comply with applicable legislation related to business operations and sales (eg operation standards, regulations, institutional policies and procedures and local regulations)
  • Utilize audit/control process to keep fraud/operation losses at minimum without affecting sales process and maintaining high levels of customer satisfaction
  • Branch Governance/BCRI rating: Green
  • Be audit ready at all times and pass all internal and external audits without any major findings
  • Adherence to Clean Desk Policy
  • Zero customer complaint and attend to customer requests accurately and efficiency to minimize business and franchise impact
Education and Experience Requirements:
  • Degree qualification
  • Certified to cross sell insurance and investments
  • Certified Financial Planner (CFP) or Chartered Financial Analyst (CA) or Persatuan Pasaran Kewangan Malaysian (PPKM) would be additional advantage
  • Minimum 1 year of Banking or Financial Relationship Management Experience
  • Strong command in spoken and written English; ability to speak in Mandarin/Cantonese is an added advantage
Key Competencies:
  • An individual who has high integrity with good and strong values built into the character
  • A strong team player and have good knowledge of consumer banking products
  • Have strong relationship management skills


  • At least 3 years of banking sales experience managing high net-worth clients with a consistent track record
  • An entrepreneurial mindset, high negotiation skills and sound understanding of client needs
  • Good networking skill and personal contacts to match Citibank internal resources and services across businesses for wealth management needs
  • Continually assess and reassess client needs and wants
  • Matured personality with a high level of initiative, drive and motivation
  • Excellent communication and interpersonal skills
  • Previous work experience with the China market will be an advantage

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