Citigold Relationship Manager – NRI recruitment
Basic Job Purpose
Relationship Manager for offshore locations based at UK
Summary of the role
- Ensure world class and personalized service delivery for clients.
- Focus on deepening existing relationships
- Ensure full compliance with corporate policies, laws and regulations.
- Achieve all goals (revenue, customer acquisition) are met consistently
- Acquire new clients and build market presence.
- Manage and develop high net worth client relationships
- Ensure zero PI's and high client satisfaction
- Ensure full compliance to Rules of Engagement
- Full adherence to all KYC and AML policies
- Ensure full adherence to Regulatory guidelines
- Exhibit strong interpersonal skills and be a good team player
- Ensure all certification guidelines are met
- Monitor attrition
- Actively participate in client events
Structural Information
Position Job reports to:
- Unit Head
- Direct Reports to the Position
- Total reports to each position
Skills
Major Challenges
- Relationship Skills
- Manage and communicate effectively with clients in the UK/Europe region
- Manage client relationships and build sizeable AUMs of ~USD 30MM
Process/Compliance
- Ensure full compliance to KYC, AML, Rules of Engagement
- Financials
- Achieve growth in revenue numbers through NTB clients and growth of existing book
- Expected to achieve front end revenues of USD 200M in the first 12 months and meet all other financial goals of aums and NTB clients
- Exceptional candidates who do not meet these criteria may be considered for the role provided they have the necessary skills and experience.
Candidate Specifications:
- Proven track record of experience in the Investment and Wealth Management business
- Knowledge of investment products and the overall investment process
- ** Strong track record in sales processes and people management **
- ** Comfortable in handling High Net worth client relationships **
- Willing to travel
- Valuing diversity. Demonstrates an appreciation of a diverse workforce. Appreciates differences in style or perspective and uses differences to add value to decisions or actions and organizational success.
July 1, 2012
• Tags: Citigold Relationship Manager, NRI recruitment, Private Banking, Wealth Management careers in the UK • Posted in: Financial