轉職熱搜工作

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Key Responsibilities: Client Management & Growth: Serve as a primary client contact, addressing inquiries, managing escalations, and supporting Senior Relationship Managers in portfolio management. Drive client acquisition and onboarding, leveraging Citi‘s global insights and solutions. Financial & Credit Analysis: Assist with comprehensive client relationship analysis, including credit application write-ups, financial spreading, deal structuring, and documentation. Administer credit relationships, ensuring adherence to institutional policies. Operational Support & Compliance: Facilitate product implementation, manage client onboarding processes, and maintain CRM data. Ensure strict adherence to global KYC standards and compliance deliverables. Collaboration: Build strong internal ties with global Commercial Banking teams, product teams (Cash Sales, Trade Finance, Markets), and Underwriting/Risk teams to deliver integrated client solutions and share best practices. Risk Management: Proactively assess and mitigate risks in business decisions, ensuring compliance with laws, policies, and ethical standards to safeguard Citi‘s reputation and assets. Appropriately assess risk when business decisions are made, demonstrating consideration for the firm‘s reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behaviour, conduct and business practices, and escalating, managing and reporting control issues with

Responsibilities: Expand a portfolio of accounts with varying/complex financial needs with the objective of revenue growth and good credit quality in line with Citi’s credit standards, policies, and processes Identify customer needs and recommend solutions to address these needs, such as financing, streamlining of cash management operations, foreign currency solutions, etc. Cross-sell banking products, including cash management, trade finance, trade services, structured trade products, foreign exchange, commodities, fixed income, loans (including syndicated, bilateral) and capital market products Responsible for all credit aspects of the relationship including annual reviews, early problem recognition and remedial management Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm‘s reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

In this role, you’re expected to: Perform trade verifications to ensure accuracy of booking requests Generate and match trade confirmations according to the International Swaps and Derivatives Association (ISDA) templates Complete settlement tasks and daily rate revaluations accurately and on time Coordinate transaction processing issues to the appropriate department and collaborate on a solution Perform regulatory controls, account reconciliations, and record retention activities in accordance with established policies Prepare and submit periodic internal and external regulatory reports Participate in the periodic General Ledger (GL) proofing exercises as directed Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm‘s reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

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