
Treasury and Trade Solutions Client Executive (Vice President)
About the role
Job Title: Treasury and Trade Solutions Client Executive (Vice President)
Business: Services
Division: Treasury and Trade Solutions
Officer Title: Vice President
C-Grade: C13
Location: Frankfurt
Legal Entity: CEP
Posting until 30th of July 2026Job Purpose/Overview:
The TTS Client Executive operates as the leader and primary client interface for a dedicated portfolio, fostering a strategic partnership with the client. In close collaboration with TTS Sales, Banking, and Product teams, the CE's core objective is to** lead the client experience journey** by deeply understanding client treasury needs and operational frameworks. This comprehensive insight enables the proactive delivery of tailored TTS solutions
, thereby directly driving:- Increased wallet opportunities andsustained revenue growth.
- Enhanced strategic client engagements, ensuring revenue retention.
- Successful implementation, product adoption, and digital transformation initiatives.
This role is designed to lead and shape an exceptional client experience, proactively foster satisfaction, and secure long-term business retention by acting as the principal client advocate across Citi's global network and maintaining proactive, strategic communication.
Key Responsibilities:
- The TTS Client Executive leads and drives strategic initiatives in collaboration with Sales, Banking, and Product teams to orchestrate project success, accelerate product adoption, and maximize revenue growth and retention
. This includes:-Leading Critical Initiatives: Working in partnership with key stakeholders, proactively gathering and acting on client feedback, and independently supporting new business, all while ensuring stringent compliance with Citi's policies and regulatory requirements.
- Shaping Client Communication & Experience: Independently managing the global network, proactively communicating strategic product and regulatory changes, leading relationship reviews, and ensuring adherence to all credit, risk, and sales processes to** deliver a superior, differentiated client experience** and** secure revenue retention**.
- Strategic Client Advocacy: Acting as the client advocate within the Citi network across over 100 countries,** driving client satisfaction and business retention** through proactive, communication with key decision-makers and internal client teams.
Detailed Responsibilities:
- Strategic engagement in collaboration across Sales and Product to ensure a deep understanding of key TTS Sales activities,** driving project completion through decisive product adoption and sustained revenue realisation**.
- Own the coordination of critical projects with relevant TTS stakeholders, including the implementation of new solutions,** proactively driving Voice of the Customer (VOC) feedback and leading associated action plans**.
- Direct and manage CITIKYC/AML requirements for new business opportunities within a defined client portfolio.
- Lead all client communication regarding product migrations, regulatory changes, and market updates. Act as the principal client advocate internally,** spearheading the change management agenda for TTS**.
- Lead proactive Client Experience TTS relationship reviews with key client contacts and decision-makers.
- Drive and oversee collaboration with key stakeholders to maintain visibility of pending actions, ensure timely completion, and provide necessary support to** accelerate adoption and revenue realisation**.
- For product adoption and new business opportunities, partner strategically with Sales to ensure the client-facing team has a clear understanding of client pricing and communicates effectively across the network and with the client.
- Champion client issues, ensuring prompt and effective resolution by collaborating with Service and Operations partners and leveraging client forums to secure superior client satisfaction and retention.
- Manage annual revenue budgeting, including ongoing review of monthly revenue analysis, preparing summaries/forecasts for the defined client portfolio, and communicating findings to stakeholders to safeguard and grow revenue.
- Ensure strict compliance with TTS credit, risk, and sales processes.
- Strategically engage with clients to understand ad-hoc credit needs, facilitating their treasury requirements, and working with banking partners to ensure credit allocation. Participate in the monthly Overdraft (OD) management process.
- Ensure key stakeholders are proactively informed of client needs regarding product and new requirements.
- Ensure AML inquiries are handled promptly and thoroughly, adhering to Citi policies.
- Lead collaboration with Operations and Legal partners for client novations.
Experience, skills and capabilities
- We seek a highly motivated TTS Client Executive who can autonomously drive client experience, proactively identify new sales opportunities, and ensure robust revenue realization and retention. The ideal candidate will have a strong background in:
- Customer Service
- Relationship Management
- Sales
- Senior Operations
- Candidates should be customer-focused and able to operate effectively at all levels within Citi and the client organisation, demonstrating independent judgment and leadership.
Skills:
- Proven track record of autonomous leadership in client-focused activity.
- Demonstrated ownership and independent execution of tasks and responsibilities.
- Beneficial experience in Back Office Cash Management or Trade Operations.
- Language Skills: German is mandatory
Competencies:
- Exceptional Time Management and Organisational Skills
- High energy with strong initiative and proactive leadership
- Strong problem-solving skills and independent decision-making
- Excellent interpersonal and influencing skills
- Committed
- Trusted team player
Qualifications:
- University Degree preferred.
- Exceptional candidates who do not meet these criteria may be considered if they possess the necessary skills and experience, especially demonstrating leadership and autonomy.
------------------------------------------------------ ## Job Family Group:
Institutional Sales
------------------------------------------------------ ## Job Family:
Investor Sales
------------------------------------------------------ ## Time Type:
Full time
------------------------------------------------------ ## Primary Location Full Time Salary Range:
€89,500.00 - €170,000.00
------------------------------------------------------ ## 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.
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