The Client Executive group within Direct Custody & Clearing Sales is responsible for owning, developing and growing our platinum and priority client relationships ensuring client satisfaction, revenue growth, and client profitability and efficiency.
Through senior relationship engagement, the Client Executive should fully understand the strategies executed by their clients and look to develop those relationships to enhance the footprint of Citi products with the clients and provide cross product coverage, with primary focus on Direct Custody & Clearing. The Client Executive may also be expected to act as the senior escalation point for their client relationships in the event service levels or specific projects require senior management involvement from Citi.
Build long lasting trusted client relationships – be a trusted advisor, act as clients’ advocate within Citi
Lead and coordinate negotiation of all legal contracts and business / risk updates (with oversight from Legal and Product)
Provide clients with thought leadership on regulatory, industry and product solutions
Work in partnership with Citi teams and the client in order to ensure Citi is a top provider for the client
Understand existing and future products to propose recommendations to clients and grow revenues
Ultimately responsible for Knowing the Client (KYC) and all associated approvals
Client-facing role responsible for the retention of existing revenue and the generation of new client revenues
Understand the client wallet, drive organic growth, and identify and execute cross-sell opportunities
Accountable for client profitability and efficiency.
Negotiate pricing and terms for new products (in partnership with the Product organisation)
Deliver the firm: refer business to firm-wide partners
Serve as an escalation point to engage client when Client Services or Account Management roles cannot resolve
Accountable for client satisfaction, working with internal teams to ensure quality delivery, adherence with Service Level Agreements and governance of the overall relationship internally and with the client
Perform and/or oversee regular client reviews to determine overall client satisfaction and govern the action plans to address client concerns.
Drive continuous enhancement of Citi products and services to our clients working with product, operations and tech partners.
10+ years of experience in a global financial institution with experience in client relationship management
Experience of managing by influence and demonstrated ability to manage complex issue resolution
Self-starter, good problem solver, results oriented
Proven track record of cross-selling skills
Ability to take ownership and execute solutions with appropriate urgency.
Excellent written and verbal communication skills and the confidence to handle external meetings and senior-level discussions with clients.
In-depth level of knowledge of the Direct Custody business and broader awareness of the Securities Services industry and the Financial Institutions client segment
Ability to multi-task and constantly assess and change priorities in line with the demands of the business and client-base
Willingness and motivation to maintain a steep learning curve, keeping updated with the business, client demands and global market developments.
A strong understanding of the regulatory, risk and control environment impacting the securities services business
Grade :All Job Level - All Job FunctionsAll Job Level - All Job Functions - US
Time Type :Full time
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