Citigroup Citi Wealth at Work - Investment Relationship Officer in New York, New York
The Investment Relationship Officer is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual.
Lead client onboarding and account opening efforts around our world-class Investments platform, as a part of our core client coverage team
Partner with sales teams to exceed client expectations and make client onboarding and account opening a seamless and differentiated experience
Act as the main point of contact / guidance for clients going through the KYC onboarding and account opening process
Provide the highest level of customer service and teamwork to our clients
Possess an expert knowledge in Citi’s client onboarding and account opening policies, procedures, and applications
Ensure all documentation received is current, accurate and complete.
Fulfill all requests in a timely manner
Liaise with product and functional partners to ensure requests are completed while maintaining constant communication with the client
Partner with Know Your Client (KYC) Teams, the Account Opening division, and other product partners to ensure client requests are understood and appropriately prioritized and executed accurately
Appropriately assess risk when business decisions are made, demonstrating 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.
3-7 years of relevant experience
Prior experience in wealth management or other financial services roles preferred
Ability to manage relationships both internal and external
Ability to multi-task
FINRA SIE, Series 7, Series 66 required (or obtained within 120 days)
- Bachelor's/University degree or equivalent experience
Job Family Group:
Private Client Coverage
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