Client Relationship Manager

3 weeks ago

London, Greater London, United Kingdom Citigroup Inc. Full time

The Client Relationship Manager will deliver exceptional service to clients in collaboration with Private Bankers, focusing on Ultra High Net Worth Individuals (UHNWI). This role requires a robust understanding of investment strategies, product offerings, and transaction oversight while ensuring adherence to all reporting and regulatory standards.

Additionally, the position entails overseeing the daily operations of the Client Relationship team, partnering with the Business Manager to enhance team capabilities, foster professional growth, and ensure performance aligns with the highest benchmarks and internal protocols.

Citigroup Inc., a leading global financial services firm, offers comprehensive wealth management solutions to a diverse clientele, including a significant portion of the world's wealthiest individuals, operating across numerous international locations.

Citigroup provides unparalleled global access, combined with a full suite of investment management and advisory services, a variety of structured lending options, and insights from its Markets and Banking division.

The firm is committed to assisting clients in achieving their financial aspirations and objectives, acting as a reliable financial partner and trusted advisor. Our seasoned professionals cater to the needs of affluent families, individuals, and entrepreneurs.

Key Responsibilities

Deliver Outstanding Client Service

  • Surpass client expectations by thoroughly understanding their challenges and offering innovative solutions.
  • Assist Private Bankers in identifying new opportunities and deepening relationships with existing clients, maintaining regular communication to gain a comprehensive understanding of their needs.
  • Aid in the execution of tailored account strategies, proposing solutions, and negotiating standard transactions.
  • Collaborate with Private Bankers, clients, product specialists, and support teams to implement client decisions and ensure effective follow-up.

Team Leadership

  • Provide daily leadership to the Client Relationship team, offering guidance, customizing development plans, and ensuring compliance with all policies and procedures.
  • Oversee administrative HR functions, including performance evaluations and recruitment processes.
  • Work closely with the Business Manager to align team objectives.
  • Lead by example, promoting a collaborative and inclusive team culture.

Ensure Compliance and Efficiency

  • Guarantee adherence to all legal and regulatory obligations.
  • Assess risks appropriately when making business decisions and servicing clients, escalating and managing any risk or control issues.
  • Uphold the highest standards of confidentiality and integrity in handling sensitive client information.
  • Identify opportunities to streamline internal processes for enhanced efficiency.
  • Stay informed and adapt to changes in business processes and policies.

Knowledge and Experience:

  • Proven track record in private banking support roles with direct client interaction.
  • Extensive familiarity with all banking systems, platforms, and capabilities.
  • Demonstrated leadership experience in managing teams and driving performance outcomes.

Skills:

  • Highly adaptable with strong analytical and communication skills (both written and verbal).
  • Ability to cultivate effective working relationships with clients and across various organizational levels.
  • Proactive and detail-oriented with a strong focus on accuracy.
  • Excellent problem-solving and adaptability skills.
  • Capacity to work under pressure, challenge the status quo, and continuously improve processes within one's area of responsibility.

Qualifications:

  • A recognized background in banking, particularly in front office, investments, and transaction management.
  • A solid understanding of operations within a complex systems environment.
  • Bachelor’s degree required; Master’s degree preferred.

Job Family Group:

Client Coverage

Job Family:

Private Banking Support

Time Type:

Full time

Citigroup Inc. 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. invites 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, please review our policies.

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

View the EEO Policy Statement .

View the Pay Transparency Posting .

  • Client Relationship Manager

    6 days ago

    London, Greater London, United Kingdom Savills Full time

    Role OverviewAt Savills, building deep, trusted relationships with key clients is integral to our growth strategy. We have a Client Relationship Management (CRM) strategy in place to support this goal and our key client programme plays a crucial role in ensuring we deliver exceptional client experiences. Our proactive approach to client engagement focuses on...

  • Client Relationship Manager

    2 weeks ago

    London, Greater London, United Kingdom Legal & General Full time

    Client Relationship ManagerWe are seeking a highly motivated and experienced Client Relationship Manager to join our growing team. In this role, you will be responsible for cultivating and managing relationships with our valued clients, ensuring their satisfaction and driving business growth.Key Responsibilities:Develop and maintain strong relationships with...

  • Client Relationship Manager

    2 days ago

    London, Greater London, United Kingdom Aon Full time

    About the RoleAon is seeking a skilled Client Manager to join its London-based Professional Services team. As a Client Manager, you will be responsible for building and maintaining strong relationships with clients, delivering exceptional client experiences, and driving business growth.Key ResponsibilitiesClient Relationship Management: Develop and maintain...

  • Client Relationship Manager

    2 days ago

    London, Greater London, United Kingdom Aon Full time

    About the RoleAon is seeking a skilled Client Manager to join its London-based Professional Services team. As a Client Manager, you will be responsible for building and maintaining strong relationships with clients, delivering exceptional client experiences, and driving business growth.Key ResponsibilitiesClient Relationship Management: Develop and maintain...

  • Client Relationship Manager

    2 days ago

    London, Greater London, United Kingdom Savills Full time

    Role Overview Building deep, trusted relationships with key clients is crucial to Savills' growth strategy. Our Client Relationship Management (CRM) strategy aims to support this goal by implementing a proactive approach to client engagement, ensuring clients receive high-quality advice at the right time, and providing a consistent and personalized...

  • Client Relationship Manager

    1 day ago

    London, Greater London, United Kingdom Savills Full time

    Role Overview Building deep, trusted relationships with key clients is crucial to Savills' growth strategy. Our Client Relationship Management (CRM) strategy aims to support this goal by implementing a proactive approach to client engagement, ensuring clients receive high-quality advice at the right time, and providing a consistent and personalized...

  • Client Relationship Manager

    3 weeks ago

    London, Greater London, United Kingdom Ateca Full time

    Exciting Career Opportunity: Client Relationship Manager We are currently in search of a highly skilled and experienced Client Relationship Manager to join our esteemed financial institution.#Minimum of five years of experience in a similar role. Proven track record in managing relationships with affluent individual investors.Our proactive sales team...

  • Client Relationship Manager/Senior Client Relationship Manager

    3 weeks ago

    London, Greater London, United Kingdom Aztrum Full time £35,000 - £40,000

    Position: Senior Client Relationship ManagerLocation: Remote, UK WideAztrum, a prominent IT Reseller, is seeking a dedicated Client Relationship Manager to enhance our team in a fully remote capacity. Our organization provides a diverse range of services and products, including networking solutions, software applications, printing technologies, computing...

  • Client Relationship Manager

    3 weeks ago

    London, Greater London, United Kingdom Citizen Relations Full time

    Job OverviewWe are seeking a Client Relationship Manager to engage with some of our most prominent clients within our Consumer division.This role presents a distinctive opportunity in an agency that genuinely prioritizes and invests in its workforce. With benefits ranging from wellness days to comprehensive health insurance, Citizen Relations provides an...

  • Client Relationship Manager

    2 weeks ago

    London, Greater London, United Kingdom Savills Full time

    About the RoleSavills is seeking an experienced Client Relationship Manager to join our dynamic Client Development & CRM team. As a key member of our team, you will play a crucial role in developing and maintaining strong, enduring relationships with our most valued clients.Key ResponsibilitiesClient Relationship Management: Manage a portfolio of key client...

  • Client Relationship Manager

    2 days ago

    London, Greater London, United Kingdom Sainsbury's Full time

    Job DescriptionWe are seeking an experienced Client Relationship Manager to join our Client Services team at Nectar360. As a key member of our team, you will be responsible for managing and developing key client relationships to deliver revenue across all Nectar360 solutions in line with overall business targets.Key ResponsibilitiesRelationship Building:...

  • Client Relationship Manager

    2 days ago

    London, Greater London, United Kingdom Sainsbury's Full time

    Job DescriptionWe are seeking an experienced Client Relationship Manager to join our Client Services team at Nectar360. As a key member of our team, you will be responsible for managing and developing key client relationships to deliver revenue across all Nectar360 solutions in line with overall business targets.Key ResponsibilitiesRelationship Building:...

  • Client Relationship Manager

    3 weeks ago

    London, Greater London, United Kingdom Premier Jobs UK Full time

    Position Overview:Our client, a leading firm in the investment management sector, is in search of a Client Relationship Manager to enhance the adoption of their Discretionary Fund Management (DFM) services.Key Responsibilities:As a Client Relationship Manager, your primary objective will be to identify, research, and cultivate new business opportunities...

  • Client Relationship Manager

    11 minutes ago

    London, Greater London, United Kingdom Davies Full time

    About the RoleWe are seeking a highly skilled and experienced Client Relationship Manager to join our team at Davies. As a key member of our business development team, you will be responsible for building and maintaining strong relationships with our clients, identifying new business opportunities, and driving growth and revenue for our organization.Key...

  • Client Relationship Manager

    4 days ago

    London, Greater London, United Kingdom Sainsbury's Full time

    Job Summary:We are seeking an experienced Client Relationship Manager to join our Client Services team at Nectar360. As a key member of our team, you will be responsible for managing and developing key client relationships to deliver revenue across all Nectar360 solutions in line with overall business targets.Key Responsibilities:Develop a deep understanding...

  • Client Relationship Manager

    2 weeks ago

    London, Greater London, United Kingdom Sainsbury's Full time

    Job Summary:We are seeking an experienced Client Relationship Manager to join our Client Services team at Nectar360. As a key member of our team, you will be responsible for managing and developing key client relationships to deliver revenue across all Nectar360 solutions in line with overall business targets.Key Responsibilities:Develop a deep understanding...

  • Client Relationship Manager

    5 days ago

    London, Greater London, United Kingdom ABR Associates Ltd. Full time

    About the RoleWe are seeking a highly motivated and experienced Client Relationship Manager to join our Account Management team at ABR Associates Ltd. As a Client Relationship Manager, you will be responsible for managing all aspects of the renewal cycle, including managing relationships with existing clients, driving customer adoption, and handling inbound...

  • Client Relationship Manager

    5 days ago

    London, Greater London, United Kingdom Sainsbury's Full time

    Job Summary:We are seeking an experienced Client Relationship Manager to join our Client Services team at Nectar360. As a key member of our team, you will be responsible for managing and developing key client relationships to deliver revenue across all Nectar360 solutions in line with overall business targets.Key Responsibilities:Develop a deep understanding...

  • Client Relationship Manager

    4 days ago

    London, Greater London, United Kingdom Sainsbury's Full time

    Job Summary:We are seeking an experienced Client Relationship Manager to join our Client Services team at Nectar360. As a key member of our team, you will be responsible for managing and developing key client relationships to deliver revenue across all Nectar360 solutions in line with overall business targets.Key Responsibilities:Develop a deep understanding...

  • Client Relationship Manager

    2 weeks ago

    London, Greater London, United Kingdom White & Case Full time

    About White & Case White & Case is a leading global law firm with a reputation for excellence in providing legal advice to clients across a wide range of industries and practice areas. Role Overview We are seeking a highly motivated and experienced Client Relationship Manager to join our London office. This role will play a crucial part in fostering and...