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.
Responsibilities - Identifies cross-sell opportunities to deepen and increase share of wallet.
- Calls on clients to deepen relationships and proactively owning, responding to and anticipating any future needs, roadblocks or risks, leveraging internal resources to assist where necessary.
- Introduces financial solutions to assist clients in building and strengthening an effective portfolio.
- Works closely with Case Manager in the onboarding and retention of clients, ensures the appropriate “Know Your Client” (KYC) and other compliance deliverables are met.
- Maximizes client experience by proactive sharing markets updates, trend and intelligence.
- Drives innovation in the ...