Role Overview
Vice President, Passive Currency Overlay Onboarding and Client Service Manager for the Global Custody team. This critical role oversees the entire client lifecycle, from initial onboarding to ongoing service management of Passive Currency Overlay solutions.
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 address potential risks or compliance concerns promptly.
Skills & Qualifications
Educational Background: 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. Previous managerial experience is advantageous.
Client Relationship Management: Proven experience in institutional client onboarding, client service, or relationship management.
Analytical & Problem‑Solving: Strong analytical and problem‑solving abilities.
Communication & Presentation: Exceptional written and verbal communication, presentation, and interpersonal skills.
Organisational & Prioritisation: 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.
Job Details
Location: Dublin, Ireland (Citi Dublin Office)
Salary Range: €85,600.00 – €128,400.00 per year
Time Type: Full time
Equal Employment Opportunity
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, please let us know. View Citi’s EEO Policy Statement and the Know Your Rights poster.
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