Relationship Manager - Turkey

  • Competitive
  • London, England, United Kingdom
  • Permanent, Full time
  • Citi
  • 19 Mar 19

Relationship Manager - Turkey

  • Primary Location: United Kingdom,England,London
  • Education: Bachelor's Degree
  • Job Function: Relationship Management
  • Schedule: Full-time
  • Shift: Day Job
  • Employee Status: Regular
  • Travel Time: Yes, 10 % of the Time
  • Job ID: 18050066


Description

CITI
Relationship Manager
Competitive Salary Offered



Job Purpose:

Identify opportunities to acquire new to bank clients by way of referrals from Citibank entities or Direct Acquisition from the markets and manage a portfolio.All activities must be conducted in compliance with applicable rules and regulations.

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 involves servicing the needs of Mass Affluent and HNWI clients, reporting to a Sales Head.

Key Responsibilities:

Generate AUM growth and revenue streams that will ensure delivery of the financial plan and achievement of the business objectives through effective client acquisition, cross sell of wealth management and investment products to local Citibank clients and their own existing portfolio. In so doing, over-achieve against set targets via:

Source new target market clients that support the attainment of business objectives and targets and acquire / update and apply product knowledge to satisfy prospect and client financial and investment needs
Maintaining the highest possible standards of investment advice for their clients in line with Citi IPB sales processes through pre-agreed calling and contact schedule.

Taking responsibility to build relationships with key clients and influencers inside the referral businesses, instilling a sense of teamwork and pro-activity, and work closely with covered regions / countries to increase the client database through sourcing new client referrals.

Adherence to a robust control environment within which staff carry out their duties, ensuring effective self-monitoring of activities that will satisfy internal control standards and ensure compliance with all external regulatory requirements in all aspects of work.

Responsibility for ownership of  KYC (Know Your Customer) for the client base

Qualifications

Knowledge/Experience:

Must have demonstrated success in a wealth management sales background within a financial services company
An ability to manage a portfolio, maximise revenues in a regulated environment and source new business through their own initiative
Strong knowledge of financial products and services, financial markets and economic environments
Good knowledge of respective operational and regulatory environment as well as cultural understanding of market

Qualifications:

University degree in a related area, preferably post-graduate qualifications in Finance or Economics or MBA graduate
Full FCA qualifications with a minimum standard of a Level 4 qualification e.g IAD

Candidates applying for this role must be aware that it is a Certified Role, subject to the Certification Regime. The Certification Regime is one element of the Individual Accountability Regime which has come into effect on 7 March 2016. Under the Certification Regime, certain Citi entities must ensure that employees working in certain roles categorised as specified significant harm functions (Certified Roles) are assessed as fit and proper to carry out their role.

Under the guidance provided by the FCA and PRA, firms should have regard to the following when assessing fitness and propriety:
• Honesty, integrity and reputation
• Financial soundness
• Competence and capability

In order to comply with the requirements of the Certification Regime, certain Citi entities must take reasonable care to ensure that an employee does not perform a Certified Role without first being certified as Fit and Proper. For this reason, you will be assessed for this role against the Fit and Proper requirements, as described above. This assessment will be carried out through extensive interviews, self-disclosures, permitted criminal record checks, reference checks, credit checks and other background checks. If hired for this role, you will also be required to complete an annual declaration regarding your Fitness and Propriety.

By submitting your application, you acknowledge that you have read the information above and that you are applying for a Certified Role. You also agree to Citi carrying out any additional screening required, including permitted criminal record checks, reference checks, credit checks and any other background checks.

Exceptional candidates who do not meet these criteria may be considered for the role provided they have the necessary skills and experience.

Valuing Diversity:

Demonstrates an appreciation of a diverse workforce. Appreciates differences in style or perspective and uses differences to add values to decisions or actions and organisational success.

Citi is an Equal Opportunities Employer

Closing Date: December 13, 2018