Job Description
The Citigold Relationship Banker is a developing professional role that applies specialty area knowledge in monitoring, assessing, analyzing, and evaluating processes and data.It identifies policy gaps, formulates policies, and interprets data to make recommendations.The role researches and interprets factual information, identifies inconsistencies, defines business issues, and formulates recommendations on policies, procedures, or practices.It integrates established disciplinary knowledge within its specialty area with a basic understanding of related industry practices and demonstrates a good understanding of how the team interacts with others to accomplish objectives.The impact of the job holder is limited to its own team and is focused on the quality of tasks and services provided.financial planning.ResponsibilitiesClient Account ManagementReview CG customer needs and asset allocation; proactively engage withthe customer to validate the understanding of the needs.Advise CG custo...