Job Details
Citi’s Banking franchise is organized around three lines of business: Investment Banking, Corporate Banking and Commercial Banking. The unified Banking and International organization oversees the local delivery of the full firm to clients in each of the 95 markets where Citi has an on-the-ground presence.
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Citi Corporate Bank serves as the conduit of Citi’s full product suite to clients through holistically managed relationships across our unparalleled network.
The Client Manager is an intermediate-level position responsible as Coverage to clients offering banking solutions including Treasury and Trade Solutions, Markets and Loans. Client Managers will be Coverage for their own clients and will be supporting Subsidiary Account Manager Portfolio. The Client Manager is a critical role responsible for fostering strong client relationships, ensuring efficient product and service delivery, maintaining operational excellence, and upholding regulatory compliance. This position acts as a central point of contact for clients, coordinating various internal functions to meet client needs and contribute to the firm's strategic objectives.
Key Responsibilities
1. Relationship Management & Client Experience
- Cultivate and maintain strong relationships with clients and internal partners.
- Oversee and enhance the overall client experience, including VoC management.
- Monitor business activity to identify new origination opportunities and drive revenue.
2. Credit Management & Risk
- Manage client credit requests aligned with policies and capital considerations.
- Liaise with PAMs for credit appetite and facilitate local approvals.
- Support IRAU and other units during Credit Annual Reviews and risk management.
3. Product Onboarding & Implementation
- Own and track product delivery and client experience across all offerings.
- Coordinate the entire client onboarding journey, ensuring mandatory requirements are met.
- Manage specific product requirements and oversee documentation/contract negotiation.
4. Business As Usual (BAU) Operations
- Manage and accelerate client issue resolutions and senior escalations.
- Facilitate critical operational flows and manage client complaints.
- Manage regulatory reporting of credit exposures and impact of new regulations.
5. KYC (Know Your Customer) Compliance
- Act as the dedicated KYC owner for all new and renewal clients.
- Complete detailed client summaries and facilitate the KYC process across support units.
- Possess deep understanding of country-specific policies to coordinate with AML teams.
6. Business Strategy & Growth
- Drive the implementation of strategic initiatives focused on automation and efficiency.
- Collaborate with Service partners to support and enhance client service experience initiatives.
- Provide essential client information for business management initiatives and planning.
Qualifications:
- 5-8 years of experience with priority given to candidates with Coverage experience
- Cantonese and Mandarin speaker preferred
- Proven and progressive related lending/credit experience or equivalent product experience
- Demonstrated credit skills, including a background in credit
- Experience with large corporate clients, capital markets products, derivatives, credit, cash management, trade, finance and securities products preferred
- Comprehensive knowledge of Corporate Banking business including related products, pertinent regulations and the lending and credit approval process
- Consistently demonstrate clear and concise written and verbal communication
- Demonstrated planning, negotiation, organizational and analytical skills
Education:
- Bachelor's degree/University degree or equivalent experience
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
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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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About Citi Working at Citi is far more than just a job. A career with us means joining a team of more than 200,000 dedicated people from around... Read more