About Us
Citibank is a leading Wealth Management financial institution dedicated to serving as a trusted partner to our clients by responsibly providing financial services. We are seeking a highly capable and motivated Assistant Vice President to drive strategic growth and innovation. This role is pivotal in driving portfolio deepening of Emerging Affluent clients to uplift digital activeness, deepening their relationship with the Bank, and increasing investment penetration. It requires a blend of strong execution capabilities, an analytical and growth mindset, and a passion for delivering unparalleled client experiences and exceptional business results.
Responsibilities
- Strategic Contribution: Contribute to the strategic definition and achievement of business objectives, supporting revenue and investment asset growth targets within the portfolio.
- Strategy Formulation: Support the formulation and evolution of comprehensive business strategies, providing market insights and contributing to the identification of emerging opportunities for Emerging Affluent clients.
- Execution of Strategic Initiatives: Assist in the end-to-end design, planning, and execution of strategic initiatives and client engagement, coordinating activities and collaborating with external partners and internal stakeholders.
- Portfolio Deepening & Digital Activeness: Lead the design and implementation of personalized client journeys, leveraging data-driven insights to deepen client relationships, increase investment penetration, and uplift the digital activeness of Emerging Affluent clients.
- Investment & Digital Wealth Growth: Support the implementation of portfolio management strategies and promotional frameworks to enhance investment penetration and contribute to digital wealth revenue and net new investment asset growth within the target client segment.
- Market & Client Proximity: Support efforts to maintain market and client proximity with the Emerging Affluent segment, assisting in the development, launch, and scaling of innovative products and high-impact marketing programs.
- Regulatory Compliance & Governance: Adhere to established governance frameworks, collaborating with legal, risk, and compliance teams, to ensure all digital sales processes comply with stringent internal policies and evolving external regulatory standards.
- Operational Excellence: Contribute to the optimization of sales, service, and operational functions, supporting a culture of excellence, efficiency, and unwavering compliance with all institutional policies and regulatory mandates.
Qualifications
- Experience: 5-8 years of experience in investment product management, digital wealth management, or related financial services roles, with a demonstrable track record of contributing to business growth. Experience in client segmentation strategies and portfolio deepening is highly desirable.
- Digital Wealth & Client Engagement: Strong understanding of digital wealth platforms and their application in creating engaging client experiences. Proactive in identifying opportunities for market expansion and revenue generation through data-driven client engagement strategies.
- Collaboration & Influence: Strong interpersonal and collaborative skills, with an ability to work effectively within cross-functional teams and influence stakeholders towards shared objectives.
- Analytical Prowess: Strong analytical capabilities, adept at distilling complex data into actionable insights and contributing to data-driven proposals, with an ability to adapt to dynamic market landscapes, technological shifts, and regulatory changes.
- Client-Centricity: A profound and unwavering commitment to client-centricity, with a proven ability to translate deep, empathetic understanding of client needs and behaviors into personalized value propositions and superior digital experiences.
- Operational & Program Management: A commitment to operational excellence, ensuring attention to detail and supporting strategic initiatives through established agile methodologies and program management practices.
- Forward-Thinking & Execution: Demonstrates a forward-thinking approach, contributing to the anticipation of market trends and competitive dynamics, and supporting the execution of strategies with precision.
Education
- Bachelor's degree in Business, Finance, Marketing or a related field.
- Relevant industry certifications (e.g., CFA) are a plus.
What We Offer
- An opportunity to shape the future of digital wealth management at a leading financial institution.
- A dynamic and collaborative work environment.
- Competitive compensation and benefits package.
- Professional development and growth opportunities.
If you are a highly motivated professional with a passion for innovation and a proven track record of contributing to business outcomes, we encourage you to apply.
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
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Job Family Group:
Product Management and Development
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Job Family:
Digital Product Management
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Time Type:
Full time
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Most Relevant Skills
Please see the requirements listed above.
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Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
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