Job Description

The Client Manager is an intermediate-level position responsible for assisting clients in their banking transaction needs with senior bankers and internal partners, Account Opening, Cash Management, Trade, FX, Loan, and so on. The CM banker also covers their own client portfolio although relatively small sized in Japan (Banker's solo)

In this role, you’re expected to:

• Build relationships with various internal and external audiences to ensure timely problem resolutions and to provide support for a range of audience needs and services

• Perform financial and operational investigations, including credit, foreign exchange, cash management and trade services, ensuring timely resolution and client satisfaction

• Assist Senior Banker with the preparation of relationship reviews and client portfolios

• Partner with Product Partners and Relationship Managers to perform various activities for Know Your Client (KYC) requirements, including timely origination, monitoring, renewals and completion across all product and marketing levels

• Facilitate credit originations, credit allocation, approvals, documentation, bookings, fee collections and renewals for Standby Letters of Credit and justify exceptions, as well as credit allocation from Parent Account Management teams and Credit Risk Management

• Identify revenue opportunities, position certain products with clients and monitor billing and service queries, as well as correct mapping/marketing hierarchies in Citi Investment Strategies (CIS) to ensure revenues earned from all products are appropriately reflected

• Maintain and ensure that portfolios have correct marketing levels and legal structure reported in the appropriate systems

• 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.

As a successful candidate, you’d ideally have the following skills and exposure:

• 2-5 years of relevant experience

• Consistently client focused and results oriented

• Demonstrated information resourcefulness and a high level of attention to detail

• Consistently demonstrate follow-up and organizational skills

• Consistently demonstrate clear and concise written and verbal communication

• Proven planning, negotiation and analytical skills

• Consistently demonstrate a professional attitude

Education:

• Bachelor's degree/University degree or equivalent experience

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

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Job Family Group:

Institutional Banking

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Job Family:

Corporate Banking

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Time Type:

Full time

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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