Job Description



Financial Institutions Relationship Manager - Vice President

Citi Corporate and Investment Banking

Citibank, N.A.

Job Summary:

  • Provide coverage to bank and insurance companies operating in the Philippines
  • Represent Citi's products and services to the clients, specifically designed to serve the needs of the FI segment

Job Description:

  • Build a proprietary understanding of key client’s financial needs/issue agenda; originating and assisting in the execution of innovative deal solutions with and through Citi team partners
  • Build client loyalty by establishing trusted advisor relationships, which delivers high quality service, and consistently exceeds clients’ expectations
  • To identify new opportunities to uptier the client relationships in breadth and depth through clients’ changing needs; and where applicable, to introduce and deliver Citi’s strategic product capabilities
  • Work closely with business partners like Citi's Capital Markets, Markets, Loan Portfolio Management and Transaction Services product businesses to develop tailored, often highly innovative, solutions for our clients.  The investment banking product suite is also a focus for episodic transaction growth across equity capital markets and M&A
  • Achieve budget goals, excellent client coverage and foster teamwork across the senior and junior bankers and product partners
  • Understand clients’ business and manage the portfolio from end-to-end
  • Stay informed on product knowledge/developments and deal replication ideas, introduce new opportunities to internal business partners so as to maximize Citi’s opportunity to deliver the best to our clients



Required Knowledge:

  • Credit Skills
  • Good understanding of Corporate and Investment Banking products/solutions
  • Prior client relationship management experience and/or relevant product experience
  • Responsible for meeting a budget on a portfolio of clients

Required Competencies:

  • Excellent interpersonal skills, including listening skills/temperament and cultural sensitivity.  Ability to lead persuasively and foster teamwork 
  • Able to build and sustain good personal contacts with client executives at varying levels of seniority, balancing client needs and Citi objectives/priorities
  • Innovative –  willing to develop a detailed understanding of client issues/needs and develop ideas/solutions in response
  • Strong work ethic; high energy levels; results oriented – a self-starter prepared to take the initiative to start topics and/or follow issues through, whilst exercising judgment as to when to seek assistance
  • Networking - Maintaining close contact with coverage, product and risk specialists within Citi locally and internationally
  • Natural Team Player - Having an adaptable/flexible approach; willing to work in a co-operative manner to fulfil client and internal requirements


  • University degree
  • MA or MBA (beneficial)
  • Minimum of 5 years of Corporate or Investment Banking experience

Required Skills:

  • Analytics -  Assimilating new information quickly and relating it to the needs of the client base
  • Organized and Proactive -  Identifying new business opportunities and making it happen
  • Verbal and Written Communication and Presentation skills – compelling client presentations, as well as communicating the detail of client relationship situations to internal contacts simply and succinctly
  • Fluent in English

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