●Functional overview The team is responsible for Global Cash Management products mainly for major Japanese headquartered clients. This team’s role covers promotion of global multi-currency cash pooling and multi-entity netting products to clients and maintenance of relationship with them.
●Key Responsibilities Your tasks and responsibilities will principally be: - Responsible for product implementation and maintenance for existing Japanese clients and their subsidiaries globally under the guidance of the team head. - Act as a contact point for Japanese clients mostly for non-operational matters. - Understand clients’ needs and expectations, and communicate them to the internal stakeholders in Singapore / Amsterdam. - Prepare presentation materials including customized proposals and case studies. Explain them to clients in Japanese / English. - Prepare applications for internal approvals to execute and deliver the products to clients. - Closely work with the KYC team as well as with the Client Services Japan Desk team that handles daily transactional and operational communications with clients. - Assist sales activities to new Japanese clients as required. - Act as a contact point for non-Asian headquartered clients (mostly Fortune 500 companies) for non-operational matters when necessary.
-To deliver on the agreed Sales objectives for the client portfolio and to uphold best in class client management and service levels to the existing client base.
-Obtain full background knowledge on the clients and ensure client-adoptions in line with the current KYC policy before on-boarding.
-Work with the respective Sales Lead to execute the strategy to acquire new clients/ business.
-Assume responsibility for the content and presentation quality of relevant client proposals, responses to RFPs and RFIs, and client communications.
-Uphold relevant legal, regulatory and Bank policy requirements for all Sales activities
-Obtain pricing or product offering approval from the Regional / Country Head and Market Management for any conditions below “standard” based on proper justification. Monitor revenue trends via various reporting tools like Salesforce and so on- and execute business growth plans with existing and selective new clients.
-Fulfill supervisory responsibilities under the DB Group and US Supervision policies and the Written Supervisory Procedures.
-Ensure timely completion of Mandatory Trainings and compliance with all risk- (non-financial and financial) related obligations (non-financial risk, financial risk, timely completion of KYC Client Periodic Review to reflect up-to-date and accurate information).
-Being a senior member of the team, need to have good communication skills with the Customer Service Team to deliver services to institutional (bank) clients.
The Relationship Associate is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices. Good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Requires attention to detail when making judgments and recommendations based on the analysis of factual information. Typically deals with variable issues with potentially broader business impact. Applies professional judgment when interpreting data and results. Breaks down information in a systematic and communicable manner. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Moderate but direct impact through close contact with the businesses’ core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams. ・Builds relationships with client network and operational teams, becoming a key contact for internal requests/problem escalation and resolution ・Ensures timely completion of Know Your Client (KYC) and other regulatory requirements, in partnership with product partners and Relationship Managers (RM)s Helps clients to access the bank’s global network, locating local coverage and product support across the globe ・Works with RMs and product partners to on-board new clients/new subsidiaries and KYC/initial credit set-ups completed ・Coordinates credit requests and approvals from the bank’s global network ・Engages with product partners and the bank’s global network to identify revenue opportunities and to position certain products with clients ・Ensures periodic support discussions are held with clients and are correctly documented ・Maintaines correct client legal and marketing hierarchies ・Partners with Credit Admin team to ensure credit documentation is kept current: FX, derivatives, Loans, LCs and other credit-related documents ・Partners with Credit Admin team to monitor usage of credit lines, and partnering with Independent Risk during client Annual Reviews ・Assists in implementation of cash transactions for Banker ・Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm’s reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
・About the business division: The Corporate Bank is a market leader in risk management for FX and Rates, cash management, lending, trade finance, trust and agency services as well as securities services.
Cash Management: Delivers a wide range of payment and cash management related products to corporates and non-bank financial institutions.
Trade Finance & Lending: Covers the full range of corporate lending solutions and provides solutions related to imports, exports or domestic trade transactions.
Trust & Agency Services: Delivers a wide range of Agency and Fiduciary services to Capital Markets instruments and provides a full range of Depositary Bank services to global issuers, investors and brokers.
Securities Services: Partnering with clients along the securities trading/investment process.
・Coverage Our Coverage team manages the Corporate Bank’s key client relationships across the full suite of Corporate And Investment Bank products.
・What we will offer you:
A healthy, engaged and well-supported workforce are better equipped to do their best work and, more importantly, enjoy their lives inside and outside the workplace. That’s why we are committed to providing an environment with your development and well-being at its center.
・Primary responsibility - Implementation of cash management solutions that include Electronic Banking/ ERP interfaces / Host-to-Host connectivity / Services, Payables, Receivables and Liquidity Management.
・Secondary responsibility Supporting existing customers on cash management platforms and back office administration relating to cash management solutions.
※Depending on experience level of candidate, there is scope for transition to a team management role.
●Typical Duties ・A Project Manager who is responsible for implementation of cash management solutions for clients. ・Liaises and works with clients to ensure smooth and efficient implementation of product and services, including product and service level documentation. ・Works with various internal stakeholders to implement the solutions and co-ordinate internal resources to ensure timely delivery of the solutions. ・Co-ordinates internally and with client for user acceptance testing. ・Responsible for platform installation, training, migration and support at client sites and implementation of financial systems integration with clients’ ERP/TMS (eg, SAP, Oracle Financial, Kyriba etc) systems. ・Identifies and manages/resolves potential issues and risks during the course of the implementation. ・Communicates and conducts regular status reviews/meetings and ensure that the implementation meets the agreed milestones and client’s expectation. ・On-going customer support