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Mgr - Citigold Executive (Kebon Jeruk) - Resident
Company | Citi |
Address | Jakarta, Indonesia |
Employment type | FULL_TIME |
Salary | |
Category | Perbankan,Jasa Keuangan,Perbankan Investasi |
Expires | 2023-09-03 |
Posted at | 9 months ago |
Job Id: 23602116
- Acquire new CitiGold customers through converting referral leads.
- Client Account Management
- Advise CG customers to enrich the relationships by mobilizing additional funds and sell other fee based products/services based on the current and future customer needs.
- Review product penetration for the assigned client base, identify potential CG customers who can be sold tailored products to enhance product penetration
- Ensure coverage of all relationships through customer engagements, risk profiling and
- 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.
- Ensure that KYC/AML and other compliance norms are strictly adhered to.
- Review CG customer needs and asset allocation, pro-actively engage with the customer to validate the understanding of the needs.
- Organize CG customer events to enhance customer bonding.
- Compliance, Risk & Controls
- Financial planning.
- Mandatory certifications as required for selling financial products
- 2-5 years relevant experience
- Ability to manage relationships both internal and external; Ability to multi-task
- Bachelor's/University degree or equivalent experience
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