Senior Vice President, Client Executive - Investor Services in London
Senior Vice President, Client Executive - Investor Services

Senior Vice President, Client Executive - Investor Services in London

London Full-Time 100000 - 150000 £ / year (est.) No home office possible
Citibank (Switzerland) AG

At a Glance

  • Tasks: Lead client relationships, drive revenue growth, and enhance service delivery.
  • Company: Join a global financial institution with a strong reputation in investor services.
  • Benefits: Competitive salary, career development opportunities, and a dynamic work environment.
  • Other info: Opportunity to work in a fast-paced environment with a focus on continuous learning.
  • Why this job: Make a real impact by managing key client accounts and driving innovative solutions.
  • Qualifications: Extensive experience in client relationship management and cross-selling in finance.

The predicted salary is between 100000 - 150000 £ per year.

Client facing role responsible for the retention of existing revenue and generating 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.

Serves as an escalation point to engage clients 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.

Significant experience in a global financial institution with experience in Client Relationship management.

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.

Candidates applying for this role must be aware that it is a Certified Role, subject to the FCA and PRA Certification Regime. Under the Certification Regime, Citi UK regulated entities (Citi entities) must ensure that employees working in certain roles categorised as specified significant harm functions (Certified Roles) are assessed as fit and proper to carry out their role. 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.

Senior Vice President, Client Executive - Investor Services in London employer: Citibank (Switzerland) AG

Citi is an exceptional employer, offering a dynamic work environment that fosters professional growth and innovation in the heart of the financial sector. With a strong emphasis on client satisfaction and cross-selling opportunities, employees are empowered to drive organic growth while collaborating with diverse teams. The company provides comprehensive training and development programmes, ensuring that staff remain at the forefront of industry trends and regulatory changes, making it an ideal place for ambitious professionals seeking meaningful and rewarding careers.
Citibank (Switzerland) AG

Contact Detail:

Citibank (Switzerland) AG Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Senior Vice President, Client Executive - Investor Services in London

✨Tip Number 1

Network like a pro! Reach out to your connections in the industry and let them know you're on the lookout for opportunities. A personal recommendation can go a long way in landing that Senior Vice President role.

✨Tip Number 2

Prepare for those interviews by researching the company inside out. Understand their products, services, and client base. This will help you showcase your knowledge and demonstrate how you can drive organic growth and cross-sell effectively.

✨Tip Number 3

Practice your negotiation skills! Since you'll be negotiating pricing and terms, it’s crucial to feel confident in these discussions. Role-play with a friend or mentor to sharpen your approach.

✨Tip Number 4

Don’t forget to apply through our website! We’re always looking for talented individuals who can bring their expertise in client relationship management to the table. Plus, it shows your commitment to joining our team!

We think you need these skills to ace Senior Vice President, Client Executive - Investor Services in London

Client Relationship Management
Cross-Selling Skills
Negotiation Skills
Client Profitability Analysis
Problem-Solving Skills
Communication Skills
Project Management
Knowledge of Custody and Funds Industry
Regulatory Knowledge
Risk and Control Understanding
Ability to Multitask
Adaptability
Learning Agility
Stakeholder Engagement

Some tips for your application 🫡

Tailor Your CV: Make sure your CV speaks directly to the job description. Highlight your experience in client relationship management and cross-selling, as these are key for this role. We want to see how your background aligns with what we're looking for!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the Senior Vice President role. Share specific examples of how you've driven client satisfaction and revenue growth in the past. We love a good story!

Showcase Your Communication Skills: Since this role involves a lot of client interaction, make sure your written application reflects your excellent communication skills. Keep it clear, concise, and professional. We want to see that you can handle external meetings with confidence!

Apply Through Our Website: Don't forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you're serious about joining the StudySmarter team!

How to prepare for a job interview at Citibank (Switzerland) AG

✨Know Your Client Inside Out

Before the interview, dive deep into understanding the client wallet and the specific needs of the clients you'll be working with. Familiarise yourself with their history, preferences, and any previous interactions they've had with the company. This will not only show your commitment but also help you identify potential cross-selling opportunities during the discussion.

✨Demonstrate Your Problem-Solving Skills

Be prepared to discuss complex issues you've resolved in past roles. Use specific examples that highlight your ability to manage by influence and drive solutions with urgency. This will showcase your results-oriented mindset and your capability to handle challenges effectively, which is crucial for a Senior Vice President role.

✨Showcase Your Communication Prowess

Since this role involves significant client interaction, practice articulating your thoughts clearly and confidently. Prepare to discuss how you've successfully navigated external meetings and discussions in the past. Highlight your written communication skills as well, as these are essential for maintaining client satisfaction and adhering to Service Level Agreements.

✨Stay Updated on Industry Trends

Make sure you're up-to-date with the latest developments in the Custody and Funds industry, as well as regulatory changes impacting the business. This knowledge will not only impress your interviewers but also demonstrate your willingness to maintain a steep learning curve, which is vital for driving continuous enhancement of products and services.

Senior Vice President, Client Executive - Investor Services in London
Citibank (Switzerland) AG
Location: London

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