Relationship Manager

Job Description

• Customer Service
• Monitors customers’ accounts and portfolios providing regular market updates and advice through regular calls and meetings
• Proactively seeks to establish and understand customers’ real needs and expectations
• Executes sales and investment strategies/activities effectively
• Helps customers build their wealth through Citibank’s unique wealth planner and tracker
• Takes responsibility for resolving issues with customers’ portfolios
• Builds and develops relationships with customers e.g. through accompanying them at social/ lifestyle events
• Drives efforts in the team to identify and implement improved customer service behaviours (e.g. through active contribution during ‘daily huddles’)
• Meets agreed service targets, Sales
• Proactively makes appointments and meets with clients to establish their requirements
• Helps the customer understand which product or investment would best suit their needs, offering alternatives as appropriate
• Engages the support of specialists to provide technical advice to customers when necessary
• Networks with customers in order to create new business contacts
• Analyses trends in the local/niche market as well as customer profiles to identify potential sales opportunities
• Meets agreed sales targets, Knowledge
• Keeps up to date with new banking products and services; their features, benefits and details
• Is up to date with compliance and operational procedures, Paperwork & Administration
• Completes all paperwork and updates all systems accurately and in a timely manner
• Follows up with back office on customers’ applications etc.
• Responds to all client and internal emails in a timely manner Additional Duties as required
• Assists with other duties as required such as internal training, networking events and product seminars

Qualifications

• Skills
• Inductive Reasoning Skills – identify links between component parts; see how something fits into a wider system (e.g. identifying cross-selling opportunities, formulating holistic solutions). IT Skills – Microsoft Office (Excel, Word), email.
• Numerical Reasoning Skills – understanding and drawing conclusions from financial information, performing simple calculations.
• Verbal Reasoning Skills – understanding and explaining written information e.g. product details etc.
• Inductive Reasoning Skills - identifying links between component parts; abstract/concept