The Client Executive is a senior-level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team. The SVP Client Executive also serves as an intermediary in trading for clients. The overall objective of this role is to act as strategic advisor to our clients by formulating investment strategies and raising capital for clients. Responsibilities:
- Understand clients’ key business needs and work with internal partners to deliver solutions, adding value for clients and cross-selling Citi products
- Build and maintain client relationships, as a central point of contact for key issues impacting client satisfaction and take ownership for client issues
- Become an expert on the customer’s operating business to identify potential new business opportunities, monitor client satisfaction
- Perform regular service reviews, coordinate internal resources, develop actions plans to address issues/deliver solutions and hold face-to-face client meetings
- Coordinate and ensure client participation in external surveys, incorporate survey results and drive the service quality process at the client level
- Lead strong governance and controls
- Work 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
- Build a culture of responsible finance, good governance and supervision, expense discipline and ethics
- Appropriately assess risk/reward of transactions when making business decisions; demonstrating proper consideration for the firm’s reputation
- Be familiar with and adhere to Citi’s Code of Conduct and the Plan of Supervision for Global Markets and Securities Services
- Adhere to all policies and procedures as defined by your role which will be communicated to you
- Obtain and maintain all registrations/licenses which are required for your role, within the appropriate timeframe
- 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.
Qualifications
- 10+ years of relevant experience
- Financial and/or operations experience preferred
- Proven analytical and organizational skills
- Consistently demonstrate clear and concise written and verbal communication
- Consistently demonstrates ability to lead people
Education
- Bachelor's degree/University degree or equivalent experience
- Master's degree preferred
•Working Environment: office setting, minimal travel required. • Effort: minimal physical effort required.
Job Family Group
Institutional Sales
Job Family
Investor Sales
Time Type
Full time
Most Relevant Skills
Please see the requirements listed above.
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
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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