Excited to grow your career?
We value our talented employees, and whenever possible strive to help one of our associates grow professionally before recruiting new talent to our open positions.
If you think the open position you see is right for you, we encourage you to apply!
Our people make all the difference in our success.
We are seeking a highly experienced and motivated
Vice President
to join our
Global Custody team
as a
Passive Currency Overlay Onboarding and Client Service Manager
.
This critical role involves overseeing the entire client lifecycle, from initial onboarding to ongoing service management for our Passive Currency Overlay solutions.
The successful candidate will possess deep expertise in currency overlay strategies, a strong understanding of financial markets, previous onboarding or implementation experience and exceptional client-facing skills.
They will be responsible for ensuring a seamless and efficient client experience while contributing to the growth and retention of our Passive Currency Overlay business.
In this role, you're expected to:
Key Responsibilities:
Lead Client Onboarding: Manage the end-to-end onboarding process for Passive Currency Overlay clients, coordinating with internal teams across EMEA & APAC, and serving as the primary client contact.
Manage Client Relationships: Act as the main point of contact for a client portfolio, proactively addressing queries, managing expectations, and conducting regular performance reviews.
Drive Operational Efficiency: Collaborate with Operations and Technology to enhance processes, oversee client reporting, and implement best practices for client service.
Oversee Technology Implementation & Migration: Partner with FX Product and Technology teams to roll out new systems and manage client migrations to new platforms, minimising disruption.
Provide Operational Support: Develop a deep understanding of Passive Currency Overlay operational processes and assist the operations team with daily activities and problem resolution.
Support Business Development: Work with Sales & FX Product to present solutions to prospective clients and assist with proposals and due diligence.
Ensure Risk and Compliance: Guarantee all client activities adhere to internal policies, regulatory requirements, and industry best practices.
Manage and Escalate Risks: Identify and elevate potential risks or compliance concerns promptly.
As a successful candidate, you'd ideally have the following skills and exposure
Skills & Qualifications
Educational Background: Possess a Degree in Business, Finance, or Accounting.
Financial Services Expertise: Significant experience in financial services, with a focus on Passive Currency Overlay, foreign exchange, or related investment products, and a strong understanding of financial markets, derivatives, and investment management.
Additionally previous managerial experience would be advantageous.
Client Relationship Management: Proven experience in institutional client onboarding, client service, or relationship management.
Analytical & Problem-Solving: Demonstrate strong analytical and problem-solving abilities.
Communication & Presentation: Exhibit exceptional written and verbal communication, presentation, and interpersonal skills.
Organisational & Prioritisation: Possess excellent organisational skills with meticulous attention to detail, capable of managing multiple client relationships and priorities.
Technical Proficiency & Client Focus: Proficient in financial software and Microsoft Office Suite, with a proactive, client-focused mindset.
Project & Operational Understanding: Experience in technology system implementation, client migration projects, project management, and a strong understanding of operational workflows and fund structures.
By joining Citi Dublin, 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 that support you (and your family) to be well, live well and save well.
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.
Sounds like Citi has everything you need?
Then apply to discover the true extent of your capabilities.
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, please review Accessibility at Citi.
View Citi's EEO Policy Statement and the Know Your Rights poster.
#J-*****-Ljbffr