Markets Sales and Trading Client Manager - VP Markets Sales and Trading Client Manager - VP …

in New York, NY
Permanent, Full time
Be the first to apply
in New York, NY
Permanent, Full time
Be the first to apply
Markets Sales and Trading Client Manager - VP
Client Facilitation Group partners with Sales, Trading and Relationship Management to ensure that Global Markets is meeting certain Know Your Customer / Suitability requirements across all of Citi's entities and regions.

The responsibilities of this position include:

Verify documentation received from the client

Create and maintain metrics and aging reports

Manage control process for exceptions/conditional approvals

Manage tracking exceptions and escalate where appropriate

Liaise with various teams to coordinate reporting and process enhancements

Adhoc support


- Strong communication and problem solving skills with drive and ability to continuously develop and improve processes

- Minimum of 7 years' experience booking trades or account maintenance

- Demonstrated strengths in building trusted relationships with management

- Experience of process re-engineering / automation


- Numerate /Analytical

- IT skills - Excel, Databases and MIS applications

- Ability to work as part of a team and autonomously.

- Strong attention to detail / high levels of accuracy.

- Ability to manage and prioritize own workload effectively and resolve conflicting priorities.

- Results / Task oriented

- Excellent communications skills (written / verbal) at all organizational levels.

- Strong customer focus/relationship building skills


- Excellent academic background educated to a minimum of degree level ideally in a relevant subject.


- Communication / Relationship Building

- Attention to detail / Prioritization

- Using one's initiative to take function to the next level

- Ability to work to strict deadlines

- Project Management

- Strong team player / Strong IT skills

Job Family Group:
Institutional Sales

Job Family:
Investor Sales

Time Type:

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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