Full-Time

Client Executive

Vice President

Posted on 10/25/2024

Citigroup

Citigroup

10,001+ employees

Global financial services and banking solutions

Fintech
Financial Services

Senior

London, UK

Hybrid working model allows up to 2 days working from home per week.

Category
Corporate Finance
Finance & Banking
Required Skills
Word/Pages/Docs
Excel/Numbers/Sheets
Requirements
  • Detailed knowledge of the Issuer Corporate Trust product and structured finance market advantageous.
  • Working knowledge of Structured Finance, Trade Finance and Loan transactions advantageous.
  • Understanding of transaction documentation, deal execution and / or legal experience essential.
  • Fiduciary legal experience advantageous.
  • Good client skills.
  • Strong transaction relationship management / execution & negotiation skills.
  • Proven inter-personal/communication skills.
  • Strong administrative skills.
  • Strong negotiation skills.
  • Appreciation of process and control environment.
  • Strong PC skills (MS Word, Excel, PowerPoint).
  • Bachelor’s degree, or equivalent is preferred.
Responsibilities
  • Transaction Relationship Manager in the delivery of structured finance, loan and trade finance services through review, negotiation, and execution of relevant documentation for new issuances and amendments to and updates of existing transactions.
  • Responsible for allocated portfolio of transactions across various structured finance, trade finance and loan asset classes.
  • Act as a focal point for allocated clients. Build and develop client relationships.
  • Ensure accurate set up and maintenance of transactions including post closure matters. Ensure appropriate client/account management coverage including annual reviews and KYC renewals.
  • Participate in deal review as appropriate.
  • Ensure billing/legal invoicing is current and accurate.
  • Liaise with Operations as required for new and existing transactions. Ensure accurate creation, verification, and actioning of diary dates for future events derived from relevant documentation.
  • Ensure accurate opening, verification, management, and closure as appropriate of cash and custody accounts on and offshore.
  • Provide support to Sales on new business prospects, as required.
  • Provide support to Product in relation to product developments, as required.
  • Maintain and contribute to audit and control activities.

Citigroup provides a variety of financial services to a wide range of clients, including individuals, businesses, and governments. Its offerings include consumer banking, credit services, corporate and investment banking, securities brokerage, and wealth management. The company operates in over 160 countries, allowing it to facilitate cross-border transactions and serve a diverse clientele. Citigroup's products work by leveraging its extensive global network and technology to provide efficient banking solutions, generating revenue through interest on loans, service fees, trading, and investment management. What sets Citigroup apart from its competitors is its strong focus on sustainability and social responsibility, demonstrated through its investments in environmental, social, and governance initiatives. The company's goal is to create a positive financial and social impact while ensuring growth and profitability.

Company Stage

N/A

Total Funding

$59.8M

Headquarters

New York City, New York

Founded

N/A

Growth & Insights
Headcount

6 month growth

0%

1 year growth

0%

2 year growth

-9%
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Simplify's Take

What believers are saying

  • Citi's involvement in significant financial deals, such as the $41 million debt facility with Buyerlink, showcases its strong market presence and financial influence.
  • The company's focus on ESG initiatives aligns with growing global trends towards sustainability, potentially attracting more clients and investors.
  • Citi's technological innovations enhance its service delivery, offering employees opportunities to work with cutting-edge financial technologies.

What critics are saying

  • Operating in a highly competitive financial services market, Citi faces constant pressure to innovate and maintain its market share.
  • Global economic fluctuations and regulatory changes can impact Citi's operations and profitability, posing challenges for employees.

What makes Citigroup unique

  • Citi's extensive global network across 160 countries provides unparalleled access to cross-border financial services, setting it apart from regional competitors.
  • The company's commitment to ESG initiatives and technological innovation positions it as a forward-thinking leader in the financial services industry.
  • Citi's diverse range of services, from consumer banking to investment banking and wealth management, allows it to cater to a wide array of clients, unlike more specialized financial institutions.

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