Job Description
The Client Manager is a client facing banker responsible for a seamless execution on onboarding and implementation, service coordination and credit management. This position acts as a central point of contact for clients and internal partners, ensuring operational efficiency and effective relationship support.
Responsibilities
Relationship & Origination Support
- Maintain professional and strategic relationships with key client representatives and decision-makers.
- Originates and executes client transactions on Client Manager covered clients, managing day-to-day client interactions, deal structuring, financial analysis, and coordination with internal partners to delivery mandates.
- Execute key strategic business campaigns, including comprehensive account planning, wallet sizing, and corridor or product initiatives.
- Understand client drivers and support Subsidiary Account Managers, Regional Account Managers (RAMs) and Parent Account Managers (PAMs), as applicable, in origination activities.
- Mentor junior Client Managers in understanding client needs and identifying business opportunities.
Credit Management
- Oversee and manage credit requests in close coordination with various internal teams, providing input and ensuring timely resolution.
- Timely oversight and guidance on credit risk mitigation, monitoring credit lines, and escalating exceptions.
Onboarding & Implementation
- Manage the end-to-end client onboarding experience for clients, from initiating requests to post-implementation follow up.
- Identify best practices for client documentation and facilitate comprehensive client training programs to ensure a seamless and efficient transition for clients.
Service Coordination
- Act as a primary escalation point and trusted advisor for strategic clients, expertly managing and resolving client issues.
- Facilitate operational efficiency and client satisfaction by optimizing day-to-day operational flows, analyzing client feedback, and identifying proactive solutions.
KYC Ownership
- Oversee and ensure the integrity of KYC (Know Your Customer) processes for a portfolio of clients.
- Take responsibility for completing, maintaining, and reviewing accurate client profiles, and mentor junior team members on KYC best practices and regulatory requirements.
- 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
Experience: 6-10 years of Experience in client management or a related role within the financial services industry.
Technical Skills: Advanced product knowledge and a comprehensive understanding of operational processes and in-depth knowledge of KYC/AML regulatory requirements.
Organizational Skills: Excellent organizational and time-management skills with the ability to manage multiple priorities and stakeholders simultaneously.
Problem-Solving: Demonstrated ability to resolve complex, multi-faceted client issues, manage high-stakes escalations, and drive process improvements through strategic solutions.
Interpersonal Skills: Strong communication and interpersonal skills, with a strong commitment to delivering a high level of client service and ability to develop and maintain robust, executive-level client relationships and influence key stakeholders. Proven planning, negotiation and analytical skills.
Attention to Detail: Meticulous accuracy and unwavering attention to detail in all aspects of work, critical for managing high-value client portfolios.
Education
- Bachelor's/University degree, Master's degree preferred.
Job Family Group
Institutional Banking
Job Family
Corporate Banking
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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