Relationship Manager - Wealth Management(High Net Worth Segment) Relationship Manager - Wealth Management(High Net  …

Citi
in Sydney, New South Wales, Australia
Permanent, Full time
Be the first to apply
Competitive
Citi
in Sydney, New South Wales, Australia
Permanent, Full time
Be the first to apply
Competitive
Citi
Relationship Manager - Wealth Management(High Net Worth Segment)
We are looking for a Relationship Manager to join our Wealth Management business in Sydney.

At Citi, a Relationship Manager's (RM) primary responsibility is establish and proactively manage a portfolio of approximately 100 high net worth relationships within our 'CitiGold ' segment (clients with approximately $500M - $1MM FUM).

Our HNW clients expect only the best when it comes to managing their wealth, increasingly turning to our team of expert Relationship Managers to guide them towards meeting their objectives from a wealth generation.

To keep up with this demand, we are looking to find individuals who have an entrepreneurial bent and are keen to work for a global company that can elevate their career to the next level.

The ideal applicant will have the following attributes:
  • Relevant Relationship Manager experience
  • Self-driven and motivated with strong relationship and interpersonal skills
  • Interest in financial markets, wealth management products and a proven record to build and establish long term relationships with high-net worth investors.
  • Entrepreneurial mindset, the ability to source new business from internal and external referral networks. Also, having your own referral network to source high -net worth investors will be favourable.
  • You will be responsible for driving portfolio engagement, increasing investment AUM, self-driven initiatives to deepen relationships whilst ensuring a high standard of compliance and control is maintained.
  • Build strong engagement with key stakeholders and other subject matter experts across the franchise to tailor solutions to ensure each client's unique objectives are met


To be successful in this position you must have the following skills and experience:
  • RG146
  • Tier 1 or 2 accredited in managed investments, derivatives, Securities and FX
  • 3 + years in Financial services industry experience
  • Sound knowledge in investment, wealth management and treasury products
  • A proven track record in Relationship Management
  • Proven relationship management skills dealing with affluent, high net worth clients


Citi has entered into an agreement with NAB to acquire its consumer bank in Australia which includes residential mortgages, deposits, and unsecured lending. The sale is expected to complete in March 2022. As this is a role to work in Citi's consumer bank, the successful candidate will initially be employed by Citi, but on sale completion, their employment will transfer to a NAB (or) a new entity that will employ Citi's consumer bank employees, prior to their transfer to NAB.

When you work at Citi, you will be working for an organization that truly has a global footprint and a powerful network that spans the globe. We celebrate individual ingenuity and leverage the diversity of our people in order to drive high performance. Through dedicated support, training and resources, we promote our talent and future leaders to bring about lasting and positive impact. Citi continues to be an Employer of Choice for Gender Equality and supports a flexible work environment. To apply please follow the online links. To see what other career opportunities we have available right now, please visit our website www.citi.com.au/careers .

Personal information (as defined in the Privacy Act 1988) will be handled in accordance with our Privacy Policy. Please see www.citi.com.au/privacy .

Job Family Group:
Private Client Coverage

Job Family:
Relationship Banker

Time Type:
Full time

Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi .

View the " EEO is the Law " poster. View the EEO is the Law Supplement .

View the EEO Policy Statement .

View the Pay Transparency Posting
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