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Are you looking for a career move that will put you at the heart of a global financial institution? Then bring your skills in client management, problem solving and communication to Citi’s 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:
Services is a market leading, award-winning provider of cash management, trade, liquidity and custody solutions to financial institutions, public sector, and corporate clients around the world. With a global network spanning 90+ countries, we are uniquely qualified to service clients with local and Cross-Border interests and provide integrated reporting and management.
Services is a highly innovative organization with a strong digital agenda; new products and Services are continuously being developed to meet our client’s rapidly evolving requirements and unlock new opportunities for growth.
This role will be within the Financial Institutions Sales team, managing a defined portfolio of Financial Institution clients in the Middle East and Africa region and would include 3-5 countries of coverage. It will involve closely working with external clients to develop an understanding of their Transaction Service needs and internally working with Services Solution Sales & Product teams to support the delivery of Services Products to clients.
The candidate will also help identify opportunities to enhance the clients' existing solutions focusing on revenue expansion and retention of existing business and be responsible for working with key stakeholders to drive deals through implementation, ensuring ramp up of revenue, product adoption and driving digital agenda for clients. The role will drive Client Experience by being a client advocate in managing the Citi network, to ensure client satisfaction and retention of business and ensuring proactive communication with key decision makers within the client organization as well as the internal client team.
What you’ll do:
- Manage a defined client portfolio across 3-5 countries within the Middle East and Africa region, ensuring the best client experience and service excellence.
- Work with Services Solution Sales & Product Sales Managers to ensure clear alignment on key Services Sales activities across the portfolio, driving completion of projects through product adoption and revenue realization.
- Provide support for the coordination of critical projects with relevant stakeholders within Services, including Implementation of new solutions, Voice of the Client (VOC) feedback, and associated action plans.
- Support Citi Know Your Customer (KYC) and Anti-Money Laundering (AML) requirements for new and existing business opportunities across the defined client portfolio.
- Where required, lead client communication regarding Product migrations, regulatory changes, and market updates for the portfolio, serving as an internal client advocate and supporting the change management agenda for Services.
- Responsible for hosting proactive Client Experience Services relationship reviews with key client contacts in addition to senior decision makers.
- Work in close partnership with key internal stakeholders to maintain visibility of pending actions, ensuring timely completion and support to drive adoption and revenue realization.
- Ensure pricing structure setup is accurate as part of product adoption, and verify that new business Product Sales pricing is clearly defined and aligned with clients and internal partners.
- Act as the client advocate to ensure client issues and inquiries are addressed promptly, collaborating with partners in Service and Operations, and leveraging client forums to drive rapid resolution and superior client satisfaction.
- Review monthly revenue analysis for the assigned client portfolio by preparing summaries, revenue tracking, forecasts, and communicating key findings to respective stakeholders.
- Work closely with clients to understand ad-hoc credit needs to facilitate their treasury requirements, collaborating with Banking, Capital Markets & Advisory / Global Solutions Group to ensure appropriate credit allocation; participate in the monthly OD management process.
- Manage documentation deficiency and deferral processes for the assigned portfolio, working in close coordination with Risk and Compliance to ensure strict adherence to Citi policies and control standards.
What we’ll need from you:
- Proven experience in Client Management or Relationship Management roles within Financial Institutions/Transaction Banking,
- Solid background and understanding of Liquidity, Payments and Trade Solutions products.
- Fluency in English (written and verbal) is required; proficiency in Arabic (spoken and written) is strongly preferred.
- Excellent interpersonal, influencing, and diplomacy skills with a demonstrated ability to manage client relationships and navigate internal stakeholder networks.
- Strong analytical, negotiation, and problem-solving skills with a proactive, solution-oriented mindset.
- Clear and concise written and verbal communication skills with the ability to articulate complex financial solutions.
- Strong organizational, time management, and prioritization capabilities.
What we can offer you:
This role will allow an individual to develop a strong understanding of a customers Financial Institution and Transaction Banking business. It provides a thorough understanding of the Services business, its products, risks, and controls, while enabling you to develop and grow your professional network across Citi’s global footprint. It also provides the opportunity to expand and strengthen your knowledge to pursue future career paths within Sales, Product, or Risk.
We work hard to have a positive financial and social impact on the communities we serve. In turn, we put our employees first and provide the best-in-class benefits they need to be well, live well and save well.
Citi is committed to ensuring our workplace is where everyone feels comfortable coming to work as their whole self every day.
We want the best talent around the world to be energized to join us, motivated to stay, and empowered to thrive.
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Job Family Group:
Institutional Sales------------------------------------------------------
Job Family:
Investor Sales------------------------------------------------------
Time Type:
Full time------------------------------------------------------
Most Relevant Skills
Please see the requirements listed above.------------------------------------------------------
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.------------------------------------------------------
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 and/or apply for a career opportunity review Accessibility at Citi.
View Citi’s EEO Policy Statement and the Know Your Rights poster.
