Avp - Citigold Executive (Scbd) - Resident

**Responsibilities**:

- Client Account Management
- Review Citigold customer needs and asset allocation, pro-actively engage with the customer to validate the understanding of the needs.
- Advise Citigold customers to enrich the relationships by mobilizing additional funds and sell other fee based products/services based on the current and future customer needs.
- Review product penetration for the assigned client base, identify potential Citigold customers who can be sold tailored products to enhance product penetration
- Ensure coverage of all relationships through customer engagements, risk profiling and financial planning.
- Organize Citigold customer events to enhance customer bonding.
- Acquire new Citigold customers through converting referral leads.
- Compliance, Risk & Controls
- Ensure that KYC/AML and other compliance norms are strictly adhered to.

**Qualifications**:

- 8 - 10 years of experience
- Ability to manage relationships both internal and external; Ability to multi-task
- Mandatory certifications as required for selling financial products

**Education**:

- Bachelor's/University degree or equivalent experience
- Certified AAJI, WAPERD and/or WPPE
- **Job Family Group**:
Private Client Coverage
- **Job Family**:
Relationship Banker
- **Time Type**:
Full time
- 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.

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View the **EEO Policy Statement**.

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