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The Client Executive Account Manager is a strategic professional responsible for a defined portfolio of clients who stays abreast of developments within own field and contributes to directional strategy by considering their application within their 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.
Responsibilities:
Own and orchestrate all aspects of depositary receipts relationship for a defined portfolio of clients
Develop and maintain strong relationships at key accounts with key decision makers, influencers and budget approvers, including executive sponsors
Analyze and understand the client relationship and revenue profile; develop a client plan for client retention and monetization
Conduct account planning; monitor clients being aware of key renewal dates
Take ownership and be accountable for ensuring client growth and satisfaction, as measured by renewal growth, successful management of corporate actions and other key depositary receipt related events
Identify opportunities for further development with key clients
Negotiate commercial terms with clients
Collaborate effectively with internal and external colleagues to build a best-in-class customer experience with the goal of making every customer a promoter of our products
Build and maintain a strong knowledge of the product suite, stay abreast of market developments
Facilitate and co-ordinate all corporate actions such as dividend coordination, proxy/AGM coordination, execution of the employee option plan arrangement etc.
Support clients’ investor relations activities to enhance visibility to institutional investors and liquidity of client programs
Maintain a strong control environment on aspects related to client servicing
Identify opportunities to make processes more efficient
Support sales organization in winning new business; participate in pitches as needed
Participate in ad-hoc special projects related to portfolio management
Provide analytic support for the portfolio of ADR issuers across regions.
Knowledge/Experience:
Minimum 5 years of work experience in Financial Services industry and/or Account Management
Strong presentation and negotiation skills
Flexible and willing to adapt to different environments
Financial analysis skills, including abilities such as quantitative analysis, and forecasting techniques beneficial
Strong Project Management experience
Solid understanding of capital market or investor or banking industries
Experience in team-work as well as Individual contributor
Good writing skills
Skills/Competencies:
Highly motivated self-starter, resourceful, able to perform well under stressful conditions, flexible, team worker and able to take direction well
Highly organized and able to manage complex tasks
Strong attention to detail
Proven interpersonal skills
Team player with ability to evidence leadership, credibility, and build consensus
Excellent oral and written communication skills
Ability to understand big picture and client needs
Ability to analyze capital market trends
Financial planning and budgeting skills
Excellent PC skills with specific emphasis on project management tools including Excel, MS Access, Power-Point
Fluent in English
Ability to speak a foreign language is a plus
Education:
Bachelor's degree/University degree or equivalent experience
Master's degree preferred
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Job Family Group:
Institutional Sales------------------------------------------------------
Job Family:
Investor Sales------------------------------------------------------
Time Type:
Full time------------------------------------------------------
Primary Location:
New York New York United States------------------------------------------------------
Primary Location Full Time Salary Range:
$129,840.00 - $194,760.00In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
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Anticipated Posting Close Date:
Jul 23, 2024------------------------------------------------------
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.
Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View the "EEO is the Law" poster. View the EEO is the Law Supplement.
View the EEO Policy Statement.
View the Pay Transparency Posting
Other
Banking
$106k-147k (estimate)
07/18/2024
09/17/2024
BROOKLYN, NY
<25
2016
MELISSA ESPONDA
$10M - $50M
Banking