Citi
Prime Account Manager (FKA Client Executive), Assistant Vice President
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Introduction to Citi Markets
At Citi Markets, we win together. In a rapidly changing world, our shared vision gives us the clarity, agility and global perspectives we need to shape the future. That's why collaboration plays a central role in how we deliver for clients, develop our people, and grow our business. Our operation is uniquely global. Our client list is remarkably varied. Our product range is incredibly broad. But we're not the finished article. We have big ambitions for the future and all the resources we need to reach them, including some of the smartest people in the industry.
Citi's Markets business is one of the world's leading franchises in fixed income, currencies, commodities, equities, and prime finance. We connect institutional clients to deep liquidity, sophisticated risk management solutions, and market-leading execution capabilities across developed and emerging markets. Our equities platform spans cash equities, equity derivatives, convertibles, ETFs, and prime financing, supported by a global network of experienced traders, sales professionals, and research analysts.
Role/Team Overview
The Account Manager is responsible for defending and driving organic revenue growth, maintaining overall client satisfaction, and promoting client participation across the Cash Prime Brokerage, Synthetic Prime Brokerage and Fixed Income Prime Brokerage product suite. The Account Manager is also tasked with fostering client efficiency from both a returns and an operational best practice perspective.
The Account Management group within Prime Services is responsible for the overall client experience. The Account Manager should fully understand the strategies executed by their clients and the revenue opportunity for Citi, while looking to leverage the relationship to enhance the client footprint both within Prime as well as Equities. At all times the priority, content and diversity of the work is dictated by the direction and demands of our clients.
What you'll do
Ultimate objective: Ensure best in class client experience across Prime Services for existing clients, to help retain and grow existing wallet.
- Work closely with incumbent Account Management team to support in the following ways:
- Back up coverage on 5-6 key, Platinum covered clients. Be curious and assertive to enhance coverage
- Co-ownership of some lower tier, non-Platinum clients – leading growth, managing issues and being accountable during escalations
- Preparation/analysis of client performance for the team – revenues, balances, operational stats
- Support on Investor questionnaire/due diligence questionnaires and meetings with clients and depositories
- Ownership of driving tasks that can be eradicated from the role, out of the team or improve existing ones – leveraging AI, to help efficiency
- Partnership with Origination Sales on growth opportunities on existing clients
- Attend periodic client reviews to determine overall client satisfaction and coordinate the response to client evolving requirements and any concerns
- Fully learn Citi products and services – with a view to driving change
- Understanding the client wallet, driving organic growth and the identification and execution of cross sell opportunities
- Provide risk management oversight and ensure clients are acting within prescribed risk parameters/limits. First line of defense working closely with In Business Risk, and independent Credit Risk management coverage
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What we'll need from you
- At least 2 years prior experience in Cash, Swap, and/or Fixed Income Prime Brokerage
- A strong understanding of risk and control, preferably in the context of the Prime businesses
- Cross-product knowledge covering Futures, Equities, Fixed Income, FX and Cleared Swaps.
- Understanding of global markets, including market regulations and operational/settlement procedures
- Prior experience in a client facing role
- Chartered Institute for Securities and Investment (CISI), UK Regulations Financial Exam, and Securities Exam required
- Additional certifications may be required based on role
- Excellent written and verbal communication skills and the confidence to engage in client meetings and discussions
- Attention to detail and the commitment to deliver excellent service to a demanding global client base
- Superior analytical and problem-solving skills, coupled with a sense of ownership in defining and implementing solutions to client requests / challenges
- Strong intellectual grasp of the industry, with the ability to anticipate organizational response to future changes in line with the demands of the business and client base
- Natural curiosity, willingness, and motivation to maintain a steep learning curve
- Self-motivated with strong organizational skills
- Ability to develop deep, broad, and responsive/engaged relationships
- University degree or equivalent experience
- Master's degree preferred
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What Citi Can Offer You
By joining Citi London, you will not only be part of a business casual workplace with a hybrid working model (up to 2 days working at home per week), but also receive a competitive base salary (which is annually reviewed), and enjoy a whole host of additional benefits such as:
- 27 days annual leave (plus bank holidays)
- A discretional annual performance related bonus
- Private Medical Care & Life Insurance
- Employee Assistance Program
- Pension Plan
- Paid Parental Leave
- Special discounts for employees, family, and friends
- Access to an array of learning and development resources
Alongside these benefits Citi is committed to ensuring our workplace is where everyone feels comfortable coming to work as their whole self, every day.
We want the best talent around the world to be energized to join us, motivated to stay, and empowered to thrive. If you are actively working with clients, have a passion for relationships and want to be part of a successful global franchise – then apply today.
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
Job Family Group:
Institutional Sales
Job Family:
Investor Sales
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.
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View Citi’s EEO Policy Statement and the Know Your Rights poster.
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