Key responsibilities

• Manage and grow a portfolio of Citigold (CG) clients, ensuring consistent engagement and satisfaction
• Conduct financial planning and risk profiling to understand and address client needs
• Advise clients on suitable banking, investment, and insurance products to enhance portfolio returns
• Drive new business through referrals, events, and proactive networking within target client segments
• Monitor product penetration and identify cross-selling opportunities to increase share of wallet
• Organize and host Citigold client events to strengthen relationships and promote brand loyalty
• Ensure full compliance with KYC, AML, and regulatory requirements across all client interactions
• Maintain client records, documentation, and communication logs in adherence with policy standards
• Collaborate with internal teams to ensure seamless service delivery and client onboarding
• Demonstrate sound judgment in managing client issues, identifying risks, and escalating where necessary
• Support branch and business unit goals by contributing to acquisition, retention, and revenue targets
• Uphold Citi’s standards of transparency, integrity, and client-first conduct in all professional activities