Client Desk Analyst

hace 4 meses

Bogotá Cundinamarca, Colombia Citi A tiempo completo

The Analyst is an intermediate-level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team. The overall objective of this role is to act as strategic advisor to our clients.

Global Subsidiaries Group (GSG) Client Desk Relationship Manager is an effective Banking coverage area; focus to understand client´s agenda and business priorities, appropriately meet those needs while enhancing customer’s satisfaction and increasing Citi share of wallet.

Client Desk Relationship Manager covers a relevant portfolio of multinational clients, strategically deepening and cross selling current relationships, whereas adhering to high risk and controls standards. Clients under management are mainly existing clients, with flow business / transactional banking needs as Cash Management, International Trade, working capital, FX (Foreign Exchange), financing needs, among others.

**Responsibilities**:

- Participate client transactions, projects or assignments
- Partner with senior Corporate Banking Officers and professional
- Conduct economic/financial research
- Provide evaluations of a company’s financial performance compared to overall industry and market trends or data

**Qualifications**:

- 2-5 years of relevant experience
- Consistently demonstrate clear and concise written and verbal communication
- Demonstrated planning and organizational skills

**Education**:

- Bachelor's degree/University degree or equivalent experience
- Fluent in both English and Spanish

**KEY RESPONSIBILITIES**
- Perform annual account plan for each assigned client, identifying wallet size, share of wallet and opportunities to grow.
- Develop a comprehensive calling plan for the portfolio with KPIs to measure success, pursuing frequent and proactive interactions with clients.
- Lead cross sell opportunities within the assigned portfolio to generate revenue by identifying and responding to customers´ financial, advisory and transactional needs.
- Prepare and send client proposals and follow up until implementation is completed.
- Promote deepening product campaigns and coordinate the offering of the products/services with the respective product areas.
- Revenue and drivers monitoring and preparation of monthly portfolio review.
- Ensure revenue and drivers goals accomplishment.
- Improve client’s overall satisfaction above the defined target.
- Build and maintain strong and close relationship with country, regional and global GNB (Global Network Banking) teams in order to learn, align and execute the global / regional and local strategy for the clients.
- Build and maintain strong and close relationship with Product, Operations and other partners in the country.
- Ensure client’s documentation and information is up to date and complete according to internal and regulatory requirements.
- Promote cooperation and a permanent team work environment, and serve as back up for other relationship managers within the area.
- Propose, lead and proactively execute on business initiatives.**Job Family Group**:
Institutional Banking
- **Job Family**:
Corporate Banking
- **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.

View the "**EEO is the Law**" poster. View the **EEO is the Law Supplement**.

View the **EEO Policy Statement**.

View the **Pay Transparency Posting

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