Citigold Banker
Core
Manage relationships with Citigold customers (affluent to ultra-high net worth), advising on asset allocation, liquidity, foreign currency transactions, and cross-border activities.
Role type
Senior IC relationship banker (private wealth) (via careerplan.io/jobs/859033145064-citigold-banker-at-citi)
Builds
Client relationships and fee-based product portfolios
Domain
Banking / Private Wealth Management
Deliverable
client delivery
Required skills
Client relationship management, financial planning, product sales, risk assessment, compliance adherence, new customer acquisition
Preferred skills
Multi-tasking, internal stakeholder management
Technologies
None stated
Responsibilities
Review customer needs and asset allocation; advise on mobilizing funds and selling fee-based products; ensure coverage through risk profiling and financial planning; organize customer events; acquire new customers via referrals; ensure KYC/AML compliance
Seniority
Mid-Senior, hands-on IC