Citigroup

Relationship Manager

Citigroup

Irvine, CA, USA
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

Welcome to Citigroup, one of the world's leading financial institutions. We are currently seeking a highly motivated and experienced Relationship Manager to join our team. As a Relationship Manager, you will play a crucial role in maintaining and fostering long-lasting relationships with our clients. Your strong interpersonal skills and deep understanding of the financial industry will be essential in providing exceptional service and meeting our clients' financial needs. If you are passionate about building relationships and providing top-notch financial solutions, we encourage you to apply for this exciting opportunity.

  1. Develop and maintain strong relationships with clients, including individuals, businesses, and organizations, to ensure their financial needs are met.
  2. Serve as the primary point of contact for clients, addressing their inquiries and concerns in a timely and professional manner.
  3. Conduct regular meetings and communication with clients to understand their financial goals and provide personalized financial solutions.
  4. Stay updated on industry trends and developments to provide clients with relevant and accurate information.
  5. Collaborate with other team members, such as financial advisors and bankers, to provide comprehensive financial services to clients.
  6. Manage and maintain client portfolios, including investment accounts, loans, and other financial products.
  7. Identify opportunities to cross-sell and up-sell financial products and services to existing clients.
  8. Build and maintain a network of potential clients through referrals and networking events.
  9. Ensure compliance with all regulatory and company policies and procedures.
  10. Continuously monitor and analyze client accounts to identify potential risks and provide proactive solutions.
  11. Keep accurate and detailed records of client interactions and transactions.
  12. Provide exceptional customer service by promptly addressing and resolving any client issues or concerns.
  13. Act as a brand ambassador for Citigroup, promoting our services and maintaining a positive image in the financial industry.
  14. Participate in training and development programs to stay up-to-date on industry knowledge and enhance skills.
  15. Collaborate with team members to achieve departmental and company goals.
Where is this job?
This job is located at Irvine, CA, USA
Job Qualifications
  • Bachelor's Degree In Business, Finance, Or Related Field.

  • Excellent Communication And Interpersonal Skills, With The Ability To Build And Maintain Relationships With Clients.

  • Minimum Of 3-5 Years Of Experience In Relationship Management Or Client-Facing Roles.

  • Strong Knowledge Of Financial Products And Services, Including Banking, Investments, And Credit.

  • Proven Track Record Of Meeting And Exceeding Sales Targets And Managing A Portfolio Of High Net Worth Clients.

Required Skills
  • Financial Analysis

  • Networking

  • Communication

  • Sales

  • Time Management

  • Negotiation

  • Leadership

  • customer service

  • Teamwork

  • Organization

  • Problem-Solving

  • Adaptability

  • Relationship-Building

Soft Skills
  • Communication

  • Conflict Resolution

  • Leadership

  • Time management

  • Interpersonal Skills

  • creativity

  • Attention to detail

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Relationship Manager in Irvine, CA, USA is between $65,000 and $110,000 per year. The salary may vary depending on the industry, company size, and level of experience. Some factors that may affect the salary range for a Relationship Manager in Irvine include:

  1. Industry: The industry in which a Relationship Manager works can have a significant impact on their salary. For example, a Relationship Manager in the finance or banking industry may earn a higher salary compared to one in the retail or healthcare industry.

  2. Company size: The size of the company can also affect the salary range for a Relationship Manager. Larger companies tend to have more resources and higher budgets, which can result in higher salaries for their employees.

  3. Experience: A Relationship Manager with more years of experience is likely to earn a higher salary compared to someone with less experience. This is because they have a proven track record and may have developed strong relationships with clients, leading to more business for the company.

  4. Skills and qualifications: The skills and qualifications of a Relationship Manager can also impact their salary. For example, a Relationship Manager with strong sales and negotiation skills may be able to negotiate a higher salary compared to someone with less developed skills.

  5. Location: The cost of living and demand for Relationship Managers in a particular location can also affect

Additional Information
Citigroup is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedApril 5th, 2024
Apply BeforeJune 21st, 2025
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About Citigroup

Citigroup Inc. or Citi is an American multinational investment bank and financial services corporation headquartered in New York City. The company was formed by the merger of banking giant Citicorp and financial conglomerate Travelers Group in 1998; Travelers was subsequently spun off from the company in 2002.

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