The Mid-Corp Relationship Manager is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Typically a small number of people within the business that provide the same level of expertise. Excellent communication skills required in order to negotiate internally, often at a senior level. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Accountable for significant direct business results or authoritative advice regarding the operations of the business. Necessitates a degree of responsibility over technical strategy. Primarily affects a sub-function. Responsible for handling staff management issues, including resource management and allocation of work within the team/project. Responsibilities: Calls on clients to deepen relationships and proactively owns, responds to, uncovers and anticipates future needs, roadblocks or risks and expectations Introduces solutions to clients in building and strengthening an effective portfolio; Works with product specialists and subject matter experts to structure innovative and customized solutions that meet clients’ individual needs Works closely with Case Manager on the on-boarding and retention of clients, ensuring the appropriate “Know Your Client” (KYC) and other compliance deliverables are met; Identifies cross-sell opportunities to deepen and increase share of wallet; Maximizes client experience by proactive sharing markets updates, trend and intelligence Drives innovation in the solutions we provide clients and further developing our business where necessary and appropriate Execution of strategic initiatives launched centrally at all levels (Group, Bank, commercial market and EIB) Networks with clients to identify
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Relationship Manager in New York New York United States
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Explore current relationship manager jobs in New York New York United States. Use filters to narrow by work mode, employment type, experience and date posted.
The Mid-Corp Relationship Manager is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Typically a small number of people within the business that provide the same level of expertise. Excellent communication skills required in order to negotiate internally, often at a senior level. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Accountable for significant direct business results or authoritative advice regarding the operations of the business. Necessitates a degree of responsibility over technical strategy. Primarily affects a sub-function. Responsible for handling staff management issues, including resource management and allocation of work within the team/project. Responsibilities: Calls on clients to deepen relationships and proactively owns, responds to, uncovers and anticipates future needs, roadblocks or risks and expectations Introduces solutions to clients in building and strengthening an effective portfolio; Works with product specialists and subject matter experts to structure innovative and customized solutions that meet clients’ individual needs Works closely with Case Manager on the on-boarding and retention of clients, ensuring the appropriate “Know Your Client” (KYC) and other compliance deliverables are met; Identifies cross-sell opportunities to deepen and increase share of wallet; Maximizes client experience by proactive sharing markets updates, trend and intelligence Drives innovation in the solutions we provide clients and further developing our business where necessary and appropriate Execution of strategic initiatives launched centrally at all levels (Group, Bank, commercial market and EIB) Networks with clients to identify
Citi is looking for a Senior Commercial Relationship Manager to focus on the origination and growth of an existing portfolio of commercial clients across the consumer products and services, industrials, and business and professional services sectors. In this senior individual contributor role, you will be instrumental in building Citi's commercial banking presence — identifying and converting target market prospects into new client relationships, while also deepening and expanding existing ones. Your ability to win new business, structure sophisticated financial solutions, and coordinate cross-functional teams will directly shape Citi's commercial banking growth across clients with revenues typically ranging from $20MM and up to $250MM, with a particular focus on companies operating globally or pursuing international expansion. Responsibilities Develop and maintain a disciplined target market plan, identifying and prioritising prospective commercial clients across diversified service sectors and converting those prospects into new, full-wallet banking relationships for Citi. Originate and onboard new client relationships where Citi serves as the primary banking partner, taking ownership of the full sales cycle from initial outreach and pitch through to mandate, onboarding, and activation. Manage and grow a portfolio of commercial clients, acting as the primary point of contact and trusted financial advisor for each relationship. Build and deepen client relationships through proactive outreach, identifying emerging needs, anticipating challenges, and delivering tailored, multi-product solutions that grow share of wallet. Structure and execute complex credit transactions, including global deals, by coordinating product specialists and subject matter experts to deliver customised outcomes aligned to each client's strategy. Lead the end-to-end cred
Citi Wealth is a leading provider of financial solutions for affluent, high net worth and ultra-high net worth clients around the world. Our Private Bankers, Financial Advisors and Product Specialists act as trusted advisors to many of the world’s most successful and influential individuals and families. We provide global insights informed by deep local knowledge and help deliver the complete financial management strategies that today’s wealth requires. Our comprehensive services are tailored to individuals and families, including entrepreneurs and business owners, single-and multi-family offices, senior corporate executives, next generation/inherited wealth, law firms and attorneys. From investment strategy, to banking, to lending and cash management we are here to support our clients comprehensively. Our goal is to deliver a premier level of service while helping clients preserve, grow and manage their wealth. Lending is a key product offering within Citi Wealth. Lending provides competitive borrowing solutions that are strategically integrated into our client’s broader Wealth Management goals. Our team provides lending solutions across all four client segments including Citi Private Bank, Wealth at Work, Citi Private Client and Citigold as part of their wider Citi relationship. US Credit Card solutions are provided to Wealth clients via US Consumer Cards. This role will oversee the relationship with US Consumer Cards in partnership with our Wealth Business and Operations teams. This role will sit within the Wealth Lending Business Strategy and Governance, which is part of the Citi Wealth Lending team. Key Responsibilities Support the ongoing development and enhancement of the Wealth US Credit Card offering in partnership with US Consumer Cards Act as a key point of contact for Bankers and Financial Advisors for US Cards-related inquiries and escalations Assist in managing d
Citi is seeking a highly motivated sales professional to serve as Director of Trade and Working Capital Sales for the Health Care & Consumer sector across North America. This role is focused on driving business growth through strategic client engagement, new client acquisition, and portfolio expansion. Sitting within Citi's Trade and Working Capital business, you will play a critical role in developing relationships with prospective clients, originating new opportunities, and delivering innovative trade and working capital solutions to some of the largest companies in the sector. This is a client-facing, individual contributor role well suited for a proven hunter with a strong track record of business development, relationship management, and revenue generation. Responsibilities Develop and execute a sector-focused sales strategy across the Health Care & Consumer industry to drive new client acquisition and portfolio growth. Build and manage a robust pipeline of prospects and opportunities sufficient to achieve annual revenue and business development targets. Originate new business opportunities by engaging senior decision-makers and identifying client needs across trade finance and working capital solutions. Establish and deepen relationships with key clients, prospects, industry organizations, and business partners to generate new mandates and commercial opportunities. Partner closely with Corporate Banking, Treasury and Trade Solutions, Product, and Coverage teams to deliver integrated client solutions. Monitor market trends, client priorities, industry developments, and competitive dynamics to identify opportunities and enhance Citi's market position. Coordinate across internal stakeholders to ensure the effective execution of client mandates and a seamless client experience. Prepare and deliver high-impact client presentations, proposals, and com
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