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Client Desk Analyst
hace 2 meses
Citigroup Inc. is seeking a highly skilled Client Desk Analyst to join our team. As a key member of our Institutional Banking group, you will be responsible for providing strategic advisory services to clients and assisting them in raising funds in the capital markets.
Key Responsibilities- Client Relationship Management: Develop and maintain strong relationships with clients, understanding their business priorities and providing tailored solutions to meet their needs.
- Strategic Advisory Services: Provide expert advice to clients on mergers, acquisitions, and other financial transactions, working closely with the Institutional Banking team.
- Business Development: Identify and pursue cross-selling opportunities within the assigned portfolio, generating revenue by responding to clients' financial, advisory, and transactional needs.
- Account Planning: Develop comprehensive account plans for each assigned client, identifying wallet size, share of wallet, and opportunities to grow.
- Client Communication: Prepare and send client proposals, follow up on implementation, and promote deepening product campaigns.
- Revenue Monitoring: Monitor revenue and drivers, prepare monthly portfolio reviews, and ensure revenue and drivers goals are accomplished.
- Client Satisfaction: Improve client satisfaction above the defined target, building and maintaining strong relationships with country, regional, and global GNB teams.
- Education: Bachelor's degree or equivalent experience.
- Language: Fluent in both English and Spanish.
- Experience: 2-5 years of relevant experience in corporate banking or a related field.
- Skills: Theoretical and practical application of a body of highly specialized knowledge, including comprehensive knowledge of corporate banking, its related products, and pertinent regulations.
Citigroup Inc. is an equal opportunity and affirmative action employer. We are committed to diversity and inclusion in the workplace.