Editorial summary

The Ultima Lifestyle Relationship Manager is a developing professional role responsible for independently resolving most issues and applying specialized knowledge within the industry. The position requires analytical thinking, proficiency with data analysis tools, and attention to detail when making judgments and recommendations. The role involves understanding team integration and industry standards to support the company's objectives. Compensation details are not specified.

This summary is AI-generated and may contain inaccuracies. Please refer to the full job description below.

Job description

[This job id 12617 first appeared in Job-Q.com on 05 Jun 2026]

The Ultima Card Relationship Manager is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices. Good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Requires attention to detail when making judgments and recommendations based on the analysis of factual information. Typically deals with variable issues with potentially broader business impact. Applies professional judgment when interpreting data and results. Breaks down information in a systematic and communicable manner. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Moderate but direct impact through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams.



Responsibilities:

• Client Account Management.
• Review customer needs and asset allocation, pro-actively engage with the customer to validate the understanding of the needs.
• Advise customers to enrich the relationships by mobilizing additional funds and sell other fee based products/services based on the current and future customer needs.
• Review product penetration for the assigned client base, identify potential customers who can be sold tailored products to enhance product penetration.
• Ensure coverage of all relationships through customer engagements, risk profiling and financial planning.
• Organize customer events to enhance customer bonding.
• Acquire new customers through converting referral leads.
• Compliance, Risk & Controls.
• Ensure that KYC/AML and other compliance norms are strictly adhered to.
• Fulfilling the clients’ necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics.
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency

Qualifications:

• 2-5 years relevant experience
• Ability to manage relationships both internal and external; Ability to prioritize
• Mandatory certifications as required for selling financial products

Education:

• Bachelor's/University degree or equivalent experience

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