CPC (Citigold Private Client) Banker - Citibank
6 五月, 2020
Responsibilities: Client Account Management Review CPC customer needs and asset allocation, pro-actively engage with the customer to validate the understanding of the needs. Advise CPC 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 CPC 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 CPC customer events to enhance customer bonding. Acquire new CPC customers through converting referral leads. Compliance, Risk & Controls Ensure that KYC/AML and other compliance norms are strictly adhered to. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's 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.
Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management.