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Officer, IPB Assistant Relationship Managers (Japan / North Asia / Indonesia / Thailand / Malaysia /

Employer
Citi
Location
Singapore, Singapore
Salary
Competitive
Closing date
Sep 23, 2023
View more categoriesView less categories
Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
At Citi, we get to connect millions of people across hundreds of cities and countries every day. And we've been doing it for more than 200 years. We do this through our unparalleled global network. We provide a broad range of financial services and products to our clients - whether they be consumers, corporations, governments or institutions - to help them meet their biggest opportunities and face the world's toughest challenges.

Citi's International Personal Bank (IPB) Singapore was established in 1983 to meet the offshore banking needs of affluent individuals that reside within Asia-Pacific. IPB provides banking and investment services in Singapore to these individuals who have a global lifestyle and minimum assets of US$200,000 to help them grow, protect and preserve their wealth in choice jurisdictions.

We're currently looking for a high caliber professional to join our team as Officer, IPB Assistant Relationship Manager - Hybrid based in Singapore. Being part of our team means that we'll provide you with the resources to meet your unique needs, empower you to make healthy decisions and manage your financial well-being to help plan for your future. For instance:
  • Citi provides access to an array of learning and development resources to help broaden and deepen your skills and knowledge as your career progresses.
  • We have a variety of programs that help employees balance their work and life, including generous paid time off packages.
The IPB Assistant Relationship Manager 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.

Responsibilities:
  • Deliver wealth management services to CITI PRIVATE BANK 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.
Qualifications:
  • 0-2 years 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 analyze 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; previous sales referral experience
  • Knowledge of investments, banking, and credit products
Education:
  • Bachelor's/University degree or equivalent experience
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Job Family Group:
Private Client Coverage
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Job Family:
Client Services
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Time Type:
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Citi is an equal opportunity and affirmative action employer.

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.

Citigroup Inc. and its subsidiaries ("Citi) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi .

View the " EEO is the Law " poster. View the EEO is the Law Supplement .

View the EEO Policy Statement .

View the Pay Transparency Posting

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