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Client Executive, Investor Services - SVP at Citi - ApplyBlast

Client Executive, Investor Services - SVP

Citi

4 months ago

3.6 on Glassdoor

United States

Hybrid

Full Time

Senior

0 applicants

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About this role

A senior Client Executive at Citi's Investor Services will own and grow a strategic relationship with a key Asset Manager across North America. Acting as a trusted advisor, the role involves driving revenue growth, negotiating complex arrangements, and ensuring client satisfaction within the global custody and fund services network.

Responsibilities

Own and grow a strategic Asset Manager relationship across North America
Lead negotiation of client contracts and risk-related matters
Execute cross-sell strategies to generate new revenue
Advise clients on regulatory developments and market trends
Maintain accountability for client profitability and financial efficiency

Skills

Qualifications

Bachelor's degreeMaster's degree in Finance or Economics8+ years in client relationship managementKnowledge of Custody and Fund Services industryExperience managing senior-level institutional relationships

About Citi

citi.com

Company Size

1-10 employees

Founded

2025

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Citibank offers multiple banking services that help you find the right credit cards, open a bank account for checking, & savings, or apply for mortgage & personal loans.