Banking & Custody Product specialist - Private Bank Banking & Custody Product specialist - Private  …

in Singapore
Permanent, Full time
Last application, 19 Jan 21
in Singapore
Permanent, Full time
Last application, 19 Jan 21
Banking & Custody Product specialist - Private Bank
The Banking and Custody Lead is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness.There are typically multiple people within the business that provide the same level of subject matter expertise. 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. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family. As a Citi Private Bank (CPB) Banking & Cash Management Banking & Cash Management Sales Specialist, you will work closely with Private Banker teams within your designated coverage area to assist in generating new business from prospective clients. Responsibilities include consulting with clients, understanding their needs and delivering integrated banking, cash management and deposit product solutions. This person will be in constant contact with CPB Banker Teams as well as directly with our clients in a product sales capacity. Excellent sales and product skills are required, as well as exhibiting a high degree of professionalism at all times. The successful candidate must possess knowledge of general business banking, treasury management tools and deposit product solutions. Additionally, you will work closely with product partners and our wider Banking & Custody Products Team on a daily basis.

  • Provide product sales support to private banker teams within your coverage area to assist in generating new banking , depository and treasury management business from prospective private bank clients
  • Directly interface with the client's Family office when required
  • Understand & evaluate clients' business needs by employing a consultative sales approach to determine their requirements and recommend solutions
  • Evoke meaningful discussions with clients around their critical issues and propose integrated cash management and banking solutions
  • Full Engagement & Execution on all Strategic Business Development Initiatives
  • Nurture and deepen existing private bank client relationships
  • Conduct banker portfolio and client relationship reviews to generate new business
  • Prepare and present competitor statement analyses and product proposals
  • Create and maintain a solid working relationship with the overall banking & custody team, product partners and colleagues throughout Citi
  • 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.

  • 7-10 years of experience preferably in Global custody and securities services, cash management and liability products
  • Awareness of Private Banking (preferable but not required)
  • High degree of professionalism
  • Builds robust working relationships with clients and internal colleagues
  • Strong written, listening & verbal communication skills
  • Excellent consultative selling & negotiation ability
  • Attention to detail and consistent follow-up skills
  • Proficiency in MS Office, internet applications & pipeline reporting systems


  • Bachelor's/University degree, Master's degree preferred

  • Banking product & Custody forms a key part of offering to CPB Client.
  • The banking & Custody team is responsible for establishing a framework for managing the product in a robust manner
  • Banking products include checking accounts , time deposits and the team handles all treasury interface
  • Custody products include Standard Custody & Global Custody product

Job Family Group:
Private Client Product Services

Job Family:
Banking Custody Support

Time Type:
Full time

Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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