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Relationship Associate

3 months ago


Sydney, New South Wales, Australia Citi Full time

Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions.

Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management.

Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients.


We attract and nurture local talent from all over the world, ensuring our people are both deeply attuned to regional needs but also bring a global mindset to help clients, communities and nations move forward.

Our culture is fueled by people with the passion to push beyond borders and boundaries, and the wisdom and courage to do what's right.

Citi Commercial Bank (CCB) business aspires to be the bank of choice for internationally-oriented, mid-sized companies within Citi's footprint.

CCB serves clients with sales between $75m and $1Bn within target industries that value Citi's distinctive global network and product capabilities.

CCB's aim is to act as a trusted thought partner to support our clients' growth by providing access to the full suite of banking solutions - including lending, trade, cash management, FX and advisory services.


CCB embodies our unique purpose as the global bank of choice for trade-oriented, mid-sized companies who see us as trusted thought partners that bring simplicity in an increasingly complex world, client-centric solutions for long-term growth and pave the way for them to reach across borders and achieve their global vision.

As a Relationship Associate, you will work to ensure that the fundamentals of our client solutions are sound.

Relationship Associates are the foundation of the CCB business, and the pipeline from which we'll grow our next generation of leaders.


This is a fantastic opportunity for someone looking to gain exposure to a world class banking platform and develop their skills and talents over time in order to develop a successful career within Citi.


Key responsibilities will include:

  • Learning about a broad range of industries and developing a deep level of expertise on Citi's credit, policies and practices.
  • Conducting research on prevailing industry and market conditions that are key inputs into the CCB's business development activities.
  • Working with various Relationship Managers (RM) to support clients in every step of their relationship — from onboarding and preparation of credit papers and annual reviews for submission to credit approvers and committees Generously supporting the growth of the CCB business, devoting time to helping RMs develop pitch books, marketing proposals and other new opportunities.
  • Being the goto for information on local regulations to ensure the business achieves the highest compliance and audit results.
  • Cultivating their own position as a future leader within the business community, getting involved in local organizations to start building a strong network.
  • Take the lead in the on boarding and retention of clients, ensuring the appropriate "Know Your Client" (KYC) and other compliance deliverables are met
  • Managing daily administrative duties and processes associated with the management of a portfolio of clients

Key skills and experiences required:

  • At least 12 years of credit analysis experience together with some exposure to; transaction banking, loans, capital markets, financial markets (FX and derivative) and investment banking
  • Knowledge of, and ability to complete AML and KYC processes
  • The ability to understand the part they play in building a strong CCB culture that enables our teams to deliver remarkable experiences to our clients.
  • The ability to thrive in an entrepreneurial organizational structure and add value by bringing an optimistic, proactive approach to the work they do.
  • The ability to go beyond immediate business silos to build their network.
  • Confidence and drive to own developing high quality, client ready information with strong attention to detail.
  • Strong analytical skills with ability to process and prioritize complex information.
  • The resilience to adjust plans and priorities when necessary to meet evolving client and business needs.
  • Strong interpersonal and cultural skills to work with a variety of countries and products across the region
  • Ability to embrace new technology and understand the role digital plays in the experience we deliver for our clients.

Qualifications:

  • University degree or higher
LI-HYBRID

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Job Family Group:

Commercial and Business Sales

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Job Family:

Commercial Sales Support

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Time Type:

Full time

  • Citi is an equal opportunity and affirmative action employer.
Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orient