Lowongan Kerja Jakarta Raya Posisi Retail Banking Segment Acquisition Manager di Citigroup Inc.

My name is Jaspreet and I was born and raised in Delhi. I have worked at Citi as an Affluent Client Acquisition Manager for about 2 years. Before joining Citi, I was working as a Relationship Manager. I have a Master’s in Finance and I chose this field of study because I have always been interested in financial instruments. I am someone who values being able to create a vision, and then working hard to execute on it. I also make sure to pause often to celebrate my achievements, as well as the successes of the team.

How does your role/department impact the larger organization?

I am part of the Affluent Client Acquisition team, which is the engine that onboards all of our accounts. In this role, we meet people from diverse professions and backgrounds to understand how Citi’s products and services could help them achieve their financial goals. Our team is key to establishing a strong foundation for our relationships.

How did you begin a career in Wealth?

My interest started while I was getting my finance degree. That motivated me to start my banking career as a Relationship Manager, and I learnt the nuances of wealth management. After 3 years, I chose to come to Citi in order to get exposure to the complete life cycle of acquiring, onboarding, and performing financial planning for our customers.

What does your day-to-day job entail and what do you like most about it?

My day-to-day role allows me to meet people from diverse backgrounds, from senior leaders of Fortune 500 companies to small business owners. These interactions are incredibly enriching, as I get to not only learn about their personal wealth goals, but also the nuances of their businesses and careers. I keep abreast of the current economic environment and financial markets to have meaningful discussions with my clients and to optimize acquisition effectiveness. I am also motivated to meet and onboard High Net Worth prospects through our continuous engagement thus creating a satisfying client experience. The satisfaction that I get when a client’s needs are fulfilled through Citi is unparalleled. Along with that, the personal learning gained through interacting with different teams is extremely informative for me and for my personal growth.

What do you enjoy most about your role?

Meeting new people and building relations. Every day is a new learning experience where I get to meet new people and build long-term relationships to help them achieve their financial goals.

What skill set does one need to work in this area?

There are some qualities that successful salespeople need to possess. You need the obvious knowledge of financial markets so that you can lead client conversations and build client confidence that Citi’s products fit their needs. But more importantly, you need perseverance and the ability to learn every day to continually grow personally and professionally. This is what will ultimately allow you to best understand and serve your clients.

What advice would you give to someone looking to break into a career in Wealth?

The wealth management industry is growing at an exponential rate, and therefore so is the demand for wealth managers. Customers today are not looking for financial products in isolation, but a holistic offering that will best meet his/her life goals and risk factors. My advice to anyone coming into this field would be to come in with passion – passion to learn, grow, and holistically address our clients’ needs. To do that, one needs to be agile in their thinking and approach to communicating with clients.

Where can a career at Citi take you?

The experience of working in Citi is valuable. Citi’s global footprint gives employees opportunities to work in many business areas and across various regions of the world. We also interact with senior leadership on a day-to-day basis, which gives us in-depth knowledge and perspectives of banking and the financial services industry. There are also a plethora of opportunities and career paths employees can take. After gaining experience as a Relationship Manager, you could become a specialist in a specific product, or there are opportunities to move into B2B, the institutional side of the bank, or Citi At Work (Payroll Banking). Our career portal is dynamic and shares real-time openings across teams and divisions. The transparency gives a level playing platform for all employees to explore new opportunities.

What makes Citi a good place to work?

Citi has an incomparable culture, particularly its emphasis on diversity and inclusion and the focus on employees’ overall development. There are online training programs, upskilling sessions, and career progression portals through domestic and global mobility options. There are also programs for high performers, and Citi recognizes and rewards its employees via different platforms.

Do you take part in any volunteering activities, special programs or leadership development opportunities and/or participate in any Employee Networks?

I actively participated in the Citi India donation campaign during the pandemic, where I was able to nominate needy families whose livelihoods have been impacted by the pandemic. More than 18,000 low-income families received a month’s worth of food rations and cleaning supplies. I have also taken trainings to improve my soft skills like networking, closing complex sales deals, and sales negotiation techniques.