Service Officer – Russian + Hungarian/ Hebrew speaking recruitment
Job Purpose:
- Provide appropriate support and assistance to Citi IPB sales teams by managing / implementing the administration processes associated with ensuring timely execution of submitted transactions.
- Assist the team of Relationship Managers in client management and liaison (particularly in case of language skills requirements), providing high levels of service to create the ideal environment for all client service sales interaction.
- In certain circumstances manage non-target market book of clients with the objective of upgrading or exiting relationship.
Job Background/context:
- Citi International Personal Bank is the preferred centre in EMEA for the provision of International Expatriate Banking and International Wealth Management for clients who wish to hold a proportion of their wealth outside the country they reside in.
- This role provides daily support to the sales teams and ensures world class service is delivered to clients through standard operating processes across (but not limited to): account opening; account maintenance including fund transfers, time deposit transactions and card initiation and replacement; brokerage and other investment ticket creation (and if appropriate checking).
- Solid reporting line is to the Relationship Support Service Head.
- The business of Offshore Investments Banking is heavily regulated, for good reason, and all activities to attain objectives must be carried out in accordance with both internal and external regulations and controls.
Key Responsibilities:
- Provide sales administration support to teams of Senior Relationship Managers (SRMs) and Relationship Managers (RMs), delivering the highest quality of service in relation to all client banking needs:
- Time deposit transactions
- Fund and portfolio transfers
- Provide clients with banking information and other general non investment related activities
Addition or change of personal details - Handling and processing of new account documentation in coordination with SRMs / RMs who are solely responsible of the completeness and sanity of the Account opening documentation before handing over to Operations
- Provide sales administration support to teams of Senior Relationship Managers (SRMs) and Relationship Managers (RMs), delivering the highest quality of service in relation to all client investment needs:
- Completing trade tickets
- Confirm with client as and when required per guidelines
- Complete transfer of funds to Product providers
- Accurate record keeping and assistance in providing and maintaining records
- Brokerage support
- As the market interface dictates, ensure timely completion of account opening for prospects including checking of content, validity of documentation and processing through to Operations.
- Assist SRMs and RMs for their timely completion of account openings for prospects and dictate any deficiencies to RMs / SRMs before account opening documents to send to Operations.
- Assist SRMs / RMs in the provision and maintenance of excellent Know Your Client (KYC) records, help and coordinate with SRMs / RMs disposing of exceptions as they arise, ensuring that accurate and up to date client information is held in the Bank's systems
- Coordinate with SRMs / RMs following up and completion of Control and/or Compliance issues to support the sales teams as required
- Ensure all Credit requirements are within approved guidelines - margin calls, top-ups, internal transfers etc
- Liaise with other departments to ensure the timely delivery of business critical documents (Marketing, Finance, Compliance, OPS etc)
- When required (in certain circumstances) handle non-target market client base, as directed by Relationship Support Service Head in conjunction with relevant Sales Heads, with objective of either upgrading or exiting the relationship in line with corporate vision.
- Support Officers who are working in HUBs i.e. Dubai / Israel will also have additional responsibilities in terms of operations and front
Please note that relocation support is not offered for this opportunity
Skills
Knowledge/Experience:
- Operational experience or aptitude for process management
Skills:
- Microsoft Office skills
- Communication skills (both oral and written) in at least English Russian and Spanish/Hebrew.
- Any additional languages, namely Romanian, Hungarian, Polish, Czech or Arabic would be an additional asset.
Qualifications:
- Ideally university graduate
- Citi Certified -already acquired or willing to be certified within 3 months of joining.
- Holding or studying (or willing to study for) CeFA paper 1 or equivalent is an asset
Exceptional candidates who do not meet these criteria may be considered for the role provided they have the necessary skills and experience.
Competencies:
Focus on People:
- Communicating
- Building Relationships
- Team Working
- 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.
Focus on Business Results
- Cient Focus
- Quality Orientation
- Drive and Determination
August 22, 2012
• Tags: Hebrew speaking recruitment, Private Banking, Russian + Hungarian, Service Officer, Wealth Management careers in the UK • Posted in: Financial