Senior Vice President, Client Executive - Investor Services

Are you looking for a career move that will put you at the heart of a global financial institution? Then bring your skills in relationship management, problem solving and communication to Citi’s Investor Services team. By joining Citi, you will become part of a global organisation whose mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress.

Team/Role Overview

The Client Executive group within Custody and Fund Services is responsible for owning, developing, and growing our platinum and priority client relationships ensuring client satisfaction, revenue growth and client profitability and efficiency. The Client Executive should fully understand the strategies executed by their clients and look to develop the relationship to enhance the footprint of Citi products with the client. They will be expected to provide cross product coverage, primary focus on Custody, Fund Services, Agency Lending and Collateral. Priority, content, and diversity of the work are dictated by the direction and demands of our clients and partners.

What you’ll do

• Relationship Management: Build long lasting trusted client relationships – be a trusted advisor, act as client’s advocate within Citi. Leads and coordinates negotiation of all legal contracts and business / risk updates (with oversight from Legal and Product). Provides client with thought leadership on regulatory, industry and product solutions. Work in partnership with Citi teams and the client to ensure Citi is a top provider for the client. Understands existing and future products to propose recommendations. Ultimately responsible for Knowing the Client (KYC) and all associated approvals.
• Financial: Client facing role responsible for the retention of existing revenue and generating of new revenue with their client through cross-selling. Understanding the client wallet, driving organic growth and the identification and execution of cross sell opportunities. Accountable for client profitability and efficiency. Negotiates pricing and terms for new products (in partnership with the Product organisation). Delivers the firm – refers business to firm-wide partners.
• Client Satisfaction: Serves as an escalation point to engage client where not responsive to document remediation and renewal requests or when Client Service role cannot resolve. Accountable for client satisfaction, working with internal teams to ensure quality delivery, adherence with Service Level Agreements and governance of the overall relationship internally and with the client. Perform regular client reviews to determine overall client satisfaction and govern the action plans to address client concerns. Drive continuous enhancement of Citi products and services to our clients working with product, operations, and tech partners.

What we’ll need from you

• Significant experience in a global financial institution with experience in Client Relationship management experience.
• Experience of managing by influence and demonstrated ability to manage complex issue resolution.
• Self-starter, good problem solver, results oriented.
• Proven track record of cross selling skills.
• Ability to take ownership and execute solutions with appropriate urgency.
• Excellent written and verbal communication skills and the confidence to handle external meetings and discussions with Clients.
• Client Executive must have an in-depth level of knowledge of the Custody and Funds industry, the client segment and good cross product knowledge of the services provided by Citi and the ability to bring all elements together seamlessly thus delivering the right solution for the client.
• The ability to multitask and constantly assess and change priorities in line with the demands of the business and Client base.
• Willingness and motivation to maintain a steep learning curve, keeping in tune with the business, client demands and global market developments.
• A strong understanding of the regulatory, risk and control environment impacting our business.

What we can offer you

We work hard to have a positive financial and social impact on the communities we serve. In turn, we put our employees first and provide the best-in-class benefits they need to be well, live well, and save well. By joining Citi London, you will not only be part of a business casual workplace with a hybrid working model (up to 2 days working at home per week), but also receive a competitive base salary (which is annually reviewed), and enjoy a host of additional benefits such as:

• Generous holiday allowance starting at 27 days plus bank holidays; increasing with tenure
• Discretional annual performance related bonus
• Private medical insurance packages to suit your personal circumstances
• Employee Assistance Program
• Pension Plan
• Paid Parental Leave
• Special discounts for employees, family, and friends
• Access to an array of learning and development resources

Certification Regime

Applicants applying for this role must be aware that it is a Certified Role, subject to the FCA and PRA Certification Regime. The Certification Regime is one element of the Individual Accountability Regime which came into effect on 7 March 2016. Under the Certification Regime, Citi UK regulated entities (Citi entities) must ensure that employees working in certain roles categorized as specified significant harm functions (Certified Roles) are assessed as fit and proper to carry out their role. Under the guidance provided by the FCA and PRA, firms should have regard to the following when assessing fitness and propriety: honesty, integrity, reputation, financial soundness, competence and capability. In order to comply with the requirements of the Certification Regime, Citi entities must take reasonable care to ensure that an employee does not perform a Certified Role without first being certified as Fit and Proper. For this reason, you will be assessed for this role against the Fit and Proper requirements, as described above. This assessment will be carried out through extensive interviews, self-disclosures, permitted criminal record checks, regulated reference checks, credit checks and other background screening checks.

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. 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, accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.