The Citigold Relationship Banker is a developing professional role that applies specialty area knowledge in monitoring, assessing, analyzing and evaluating processes and data. The role identifies policy gaps, formulates policies, interprets data, makes recommendations, researches factual information, and defines business issues. The holder integrates disciplinary knowledge with industry practices, collaborates within the team, and directly impacts business quality through data-driven tasks and services.

Responsibilities

• Client Account Management
• Review CG customer needs and asset allocation, proactively engage to validate understanding of the needs.
• Advise CG customers to enrich relationships by mobilizing additional funds and selling fee‑based products/services based on current and future needs.
• Review product penetration for assigned client base and identify potential CG customers for tailored product solutions.
• En...