Full-timeFinance & accounting· Posted 14 Sept

IPB Assistant Relationship Manager

CitiFrom company site

Salary

Not stated by the company

When

Full-time hours

Where

Singapore

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Start: Not stated
Work mode: On-site
Experience: Experienced

About the role

This trainee role supports a team of relationship managers in Citi Global Wealth, helping deliver wealth management services to clients. You will work alongside bankers, advisors and support groups to keep client relationships productive and well serviced. It suits someone early in their career or looking for a new direction in banking who is organised and comfortable dealing with clients.

What you'll do

Support the banker teams in delivering wealth management services to clients
Handle and process client transactions across banking, credit and investment products, meeting audit, compliance and timeliness standards
Own client investigations such as statement reporting issues and pricing queries, working with operations and middle office teams to resolve them

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Coordinate account maintenance and reporting on WINS, including address changes, phone number updates, account status changes, rates and fee waivers

Apply banking policies and procedures to protect operational integrity while keeping client satisfaction high

Arrange and join client visits and carry out service quality check-in calls

Secure banker and client appointments to build on existing relationships or start new ones

Spot and record new business opportunities for referral to a banker or product specialist

Use Citi applications proficiently and take part in service process improvements

Assess risk in business decisions, follow laws, rules, regulations and policy, and escalate control issues transparently

Good to know

Extensive on-the-job training and exposure to senior leaders are provided
Learning and development resources are available to build skills over time
Well-being programmes include telehealth, health advocates and confidential counselling, with coverage varying by country
Volunteerism opportunities are available

Requirements

Previous relevant experience preferred
Able to multi-task with strong organisation and time management
Able to solve problems and analyse data with attention to detail
Strong verbal and written communication
Strong background and interest in operations and compliance
Previous sales referral experience

Benefits

Extensive on-the-job training and exposure to senior leaders
Learning and development resources
Physical and mental well-being programmes including telehealth, health advocates and confidential counselling (coverage varies by country)
Volunteerism opportunities

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IPB Assistant Relationship Manager

About the role

What you'll do

Good to know

Requirements

Benefits

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