The Digital Relationship Manager is a senior professional with solid experience and commercial vision to consolidate and develop new commercial initiatives for digital clients. Solid expertise in Corporate Banking (Businesses) and digital and technological ecosystem (Fintechs, IT Services, SaaS, platforms, etc.) is required.
Requires knowledge of transactional, credit, and episodic banking products, as well as experience advising and serving digital-native clients and high-growth companies in these sectors. Ability to influence others (colleagues, clients) and manage/work with multidisciplinary teams within the company (Credits, Products, Risks). This role involves strong ownership of client relationships and requires the ability to generate business from scratch (“hunter” profile), as well as to lead complex commercial processes across internal teams. Act as an advisor providing guidance related to the company's technology and operations.
Responsibilities:
Manages client relationships by understanding their needs through proactive solutions, considering risks, deepening cross-selling, sharing trends, and reporting to increase market share.
Manages client credit relationships, coordinating and supervising the entire process, ensuring the correct application of institutional policies and processes.
Leads commercial initiatives with autonomy, identifying growth opportunities and executing go-to-market strategies in alignment with internal stakeholders (credit, product, risk).
Ensures compliance with regulatory requirements and Citi policies/guidelines at all times.
Appropriate risk assessment when making business decisions, demonstrating special consideration for the firm's reputation and protecting Citigroup, its clients, and assets, promoting 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.
Collaborates with the Case Manager on client onboarding and retention, ensuring compliance with Know Your Customer (KYC) and other compliance requirements.
Works with product specialists and subject matter experts to structure innovative and customized solutions that meet clients' unique needs.
Qualifications:
6 to 10 years of experience.Strong knowledge of banking and investment products and processes, as well as a proven track record of providing commercial advice (banking and finance) to digital clients.Proactive in seeking ways to strengthen and build business relationships, offering a simple, secure, and seamless experience for clients. Ability to quickly adapt priorities based on the latest data.Strong credit skills, knowledge of structuring complex transactions, including capital markets transactions.Passion for creating new business opportunities with existing clients and the ability to demonstrate innovative approaches to meet their needs, embracing new technologies and understanding the role digital plays in the experience we provide our clients.Excellent interpersonal, communication, and influencing skills to achieve successful negotiations, timely advice, and leadership.Ability to work effectively and coordinate cross-functional teams to deliver an exceptional customer experience.Analytical and strategic thinking. Ability to quickly identify key priorities and communicate them clearly.Advanced English proficiencyEducation:
Bachelor’s/University degree, Master's degree preferred- Advanced English proficiency.
- Experience required dealing with digital clients.
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Job Family Group:
Commercial and Business Sales------------------------------------------------------
Job Family:
Relationship Management------------------------------------------------------
Time Type:
Full time------------------------------------------------------
Most Relevant Skills
Please see the requirements listed above.------------------------------------------------------
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.------------------------------------------------------
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