Wealth - Integrated Client Engagement Manager - Director

Integrated Client Engagement Manager - Director

Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community and make a real impact.

Job Overview

The Client Development Manager is a strategic professional who will be primarily responsible for driving cross-division collaboration and business development with focus on NAM region. Strong communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and external clients. Individual will be accountable for significant direct business results that will be accomplished through building internal relationships, especially with senior bankers, to drive deeper relationships with their clients and prospects.

Responsibilities

The responsibilities include :

• Driving new introductions and client conversion from the Banking division to the Wealth division and from the Wealth division to the Banking division with focus on NAM region
• Tracking for reporting purposes and managing revenue share agreements around partnership introductions
• Maintaining effective controls around privacy information (Wealth) and MNPI (Banking)
• Actively managing, developing and driving cross divisional cooperation
• Bringing a OneCiti lens to decision making processes around asks for key clients to deepen relationships and drive better penetration for Citi across multiple divisions
• Helping manage client education, outreach and coordination with respect to market themes and joint events
• Collaborating with market leadership councils on joint marketing efforts and internal educational programs to ensure broad understanding of the various offerings across the firm
• Managing and leading the implementation of new institutional level programs to better enable the delivery of a OneCiti perspective on deals, offerings, and an overall approach to client coverage
• Coordinating the setup and completion of other bespoke agreements or arrangements to help drive the client franchise
• Working with management and others on the team globally to ensure that the strategic goals are met
• Overseeing sensitive issues both internally and externally in a client friendly manner, managing expectations throughout
• Working in close partnership with control functions such as Legal, Compliance, Market and Credit Risk, Audit, Finance in order to ensure appropriate governance and control infrastructure as well as reporting outputs
• Appropriately assessing risk / reward when business decisions are made, demonstrating particular consideration for the firms reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency
• This is a unique and challenging role that provides exposure to clients, to various product and control groups as well as visibility from senior business leaders.

Qualifications

The qualifications include :

Education

The education requirements include :