Are you looking for a career move that will put you at the heart of a global financial institution? Then bring your skills in relationship management, problem solving and communication to Citi’s Investor Services team.
By joining Citi, you will become part of a global organisation whose mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress.
Team/Role Overview
The Client Executive group within Custody and Fund Services is responsible for owning, developing, and growing our platinum and priority client relationships, ensuring client satisfaction, revenue growth, and client profitability and efficiency.
The Client Executive should fully understand the strategies executed by their clients and look to develop the relationship to enhance the footprint of Citi products with the client. They will be expected to provide cross‑product coverage, with a primary focus on Custody, Fund Services, Agency Lending and Collateral. Priority, content, and diversity of the work are dictated by the direction and demands of our clients and partners.
What you’ll do
Relationship Management
- Build long‑lasting trusted client relationships – be a trusted advisor, act as client’s advocate within Citi.
- Lead and coordinate negotiation of all legal contracts and business/risk updates (with oversight from Legal and Product).
- Provide client with thought leadership on regulatory, industry and product solutions.
- Work in partnership with Citi teams and the client to ensure Citi is a top provider for the client.
- Understand existing and future products to propose recommendations.
- Ultimately be responsible for Knowing the Client (KYC) and all associated approvals.
Financial
- Client‑facing role responsible for retaining existing revenue and generating new revenue with the client through cross‑selling.
- Understand the client wallet, drive organic growth and identify and execute cross‑sell opportunities.
- Accountable for client profitability and efficiency.
- Negotiate pricing and terms for new products (in partnership with the Product organisation).
- Deliver the firm by referring business to firm‑wide partners.
Client Satisfaction
- Serve as an escalation point to engage client when they are not responsive to document remediation and renewal requests or when the Client Service role cannot resolve.
- Accountable for client satisfaction, working with internal teams to ensure quality delivery, adherence with Service Level Agreements and governance of the overall relationship internally and with the client.
- Perform regular client reviews to determine overall client satisfaction and govern the action plans to address client concerns.
- Drive continuous enhancement of Citi products and services to our clients by working with product, operations, and tech partners.
What we’ll need from you
- Significant experience in a global financial institution with experience in Client Relationship management.
- Experience managing by influence and demonstrated ability to manage complex issue resolution.
- Self‑starter, good problem solver, results oriented.
- Proven track record of cross‑selling skills.
- Ability to take ownership and execute solutions with appropriate urgency.
- Excellent written and verbal communication skills and the confidence to handle external meetings and discussions with Clients.
- In‑depth knowledge of the Custody and Funds industry, the client segment and good cross‑product knowledge of the services provided by Citi to deliver the right solution for the client.
- Ability to multitask and constantly assess and change priorities in line with the demands of the business and Client base.
- Willingness and motivation to maintain a steep learning curve, staying in tune with the business, client demands and global market developments.
- Strong understanding of the regulatory, risk and control environment impacting our business.
What we can offer you
We work hard to have a positive financial and social impact on the communities we serve. We put our employees first and provide best‑in‑class benefits to help them be well, live well and save well.
By joining Citi London you will enjoy a hybrid working model (up to 2 days working at home per week), a competitive base salary (annually reviewed), and a host of additional benefits such as:
- Generous holiday allowance starting at 27 days plus bank holidays; increasing with tenure.
- Discretionary annual performance‑related bonus.
- Private medical insurance packages to suit your personal circumstances.
- Employee Assistance Program.
- Pension Plan.
- Paid Parental Leave.
- Special discounts for employees, family and friends.
- Access to a host of learning and development resources.
Equal Opportunity
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.
If you are a person with a disability and need a reasonable accommodation to use our search tools or apply for a career opportunity, please refer to our Accessibility at Citi information.
View Citi’s EEO Policy Statement and the Know Your Rights poster.
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