Citi - Singapore

This is a critical role as this role will be responsible in performing business analysis that is vital in driving optimum business productivity.
Responsibilities:

  • Provide ongoing independent review on relationship managers portfolio client loading to ensure each RM are holding the optimal number of clients to deliver seamless wealth engagement

  • In charge of all AUM movement and tracking within RMs portfolio

  • Deep dive into opportunities for Portfolio Health Check report

  • Ensure Right client sits with Right banker and Right Segment

  • In charge of all Nassignment of New to Bank acquisition and Upgrade clients base on Optimal portfolio model
    Co- support with sales performance lead in driving business productivity

Qualifications:
  • 5-8 years of relevant experience
  • Working knowledge of related industry practices and standards
  • Consistently demonstrates clear and concise written and verbal communication

Education:
  • Bachelor's degree/University degree or equivalent experience

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
Job Family Group:
Consumer Sales
Job Family:
Consumer Sales Support
Time Type:
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