Senior Relationship Manager, Investor Services - Director

Shape your career with Citi in Dublin. By joining Citi, you will become part of a global organisation whose mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress.

Citi has had a presence in Ireland since 1965, it was one of the first foreign banks to open an office in the country and is the Citibank Europe Plc Headquarters.  

Team/Role Overview

The Client Executive team is responsible for delivering our mission of a best in industry, consistent end to end experience to our clients globally through uncompromised proactive service built on exceptional operational delivery.  The successful candidate will have a strong and detailed understanding of Custody and Fund Services and will manage the client relationship in Europe as part of the broader global client relationship team for a key strategic Asset Manager client.

What you’ll do

Relationship Management

• Build long lasting trusted client relationships – be a trusted advisor, act as clients advocate within Citi
• Leads and coordinates negotiation of all legal contracts and business / risk updates (with oversight from Legal and Product)
• Provides client with thought leadership on regulatory, industry and product solutions
• Work in partnership with Citi teams and the client in order to ensure Citi is a top provider for the client
• Understands existing and future products to propose recommendations
• Ultimately responsible for Knowing the Client (KYC) and all associated approvals

Financial

• Client facing role responsible for the retention of existing revenue and generating of new revenue with their client through cross-selling
• Understanding the client wallet, driving organic growth and the identification and execution of cross sell opportunities.
• Accountable for client profitability and efficiency.  
• Negotiates pricing and terms for new products (in partnership with the Product organization)
• Delivers the firm: refers business to firm-wide partners

Client Satisfaction

• Serves as an escalation point to engage client where not responsive to document remediation and renewal requests or when Client Service role cannot resolve
• Accountable for client satisfaction, working with internal teams to ensure quality delivery, adherence with Service Level Agreements and governance of the overall relationship internally and with the client
• Perform regular client reviews to determine overall client satisfaction and govern the action plans to address client concerns.
• Drive continuous enhancement of Citi products and services to our clients working with product, operations and tech partners.

What we’ll need from you

• Relevant experience in a global financial institution with experience in Client Relationship management
• Experience of managing by influence and demonstrated ability to manage complex issue resolution
• Self-starter, good problem solver, results oriented
• Proven track record of cross selling skills
• Ability to take ownership and execute solutions with appropriate urgency.
• Excellent written and verbal communication skills and the confidence to handle external meetings and discussions with Clients.
• Client Executive must have an in-depth level of knowledge of the Custody and Funds industry, the client segment and good cross product knowledge of the services provided by Citi and the ability to bring all elements together seamlessly thus delivering the right solution for the client.
• The ability to multi task and constantly assess and change priorities in line with the demands of the business and Client base.
• Willingness and motivation to maintain a steep learning curve, keeping in tune with the business, client demands and global market developments.
• A strong understanding of the regulatory, risk and control environment impacting our business.

What we can offer you

By joining Citi Dublin, you will not only be part of a business casual workplace with a hybrid working model (up to 2 days working at home per week), but also receive a competitive base salary (which is annually reviewed) and enjoy a whole host of additional benefits that support you (and your family) to be well, live well and save well. Discover more here.

Alongside these benefits Citi is committed to ensuring our workplace is where everyone feels comfortable coming to work as their whole self every day.  We want the best talent around the world to be energised to join us, motivated to stay, and empowered to thrive. 

Sounds like Citi has everything you need? Then apply to discover the true extent of your capabilities. 

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Job Family Group:

Institutional Sales

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Job Family:

Investor Sales

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Time Type:

Full time

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Primary Location Full Time Salary Range:

€130,000.00 - €230,000.00

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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Automated Processing and AI

We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.

Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.

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This job opening is for an existing job vacancy.

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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

 

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View Citi’s EEO Policy Statement and the Know Your Rights poster.