Citiblue Portfolio Management Chennai (India)

Citiblue Portfolio Management Chennai (India)

09 Sep
|
Citi
|
India

09 Sep

Citi

India

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Job Overview:
The Citiblue Portfolio Manager will provide essential support to the UAE Wealth Segments team in overseeing and executing portfolio actions for the Citiblue client segment, Citi’s core banking relationship offering. The role is operational in nature with a robust focus on portfolio governance, regulatory compliance, and risk management, while also requiring strategic thinking to design, enhance, and implement portfolio management processes.

Key Responsibilities

Citiblue Portfolio Management
Provide support to manage end‑to‑end portfolio actions for the Citiblue client segment in line with Citi policies, regulatory requirements, and internal risk frameworks.
Execute client portfolio reviews including account maintenance, client segmentation changes, pricing actions,



and lifecycle management activities.
Ensure proactive identification and remediation of portfolio risks, including dormant accounts, documentation gaps, and policy breaches.
Carry out house keeping tasks of reviewing website content, collateral and other client
facing real estate

Cross‑Segment Portfolio Support
Support overall portfolio management actions across Citigold and Citigold Private Client segments, ensuring consistency and governance across client tiers.
Partner with segment owners to execute large‑scale portfolio initiatives and remediation programs where required.

Strategy, Process Design & Implementation
Provide support to turn business decisions and regulatory changes into actionable portfolio strategies and operational plans.
Provide support to design or enhance, and document portfolio management processes to improve efficiency, control, and client outcomes.
Provide support

📌 Citiblue Portfolio Management Chennai (India)
🏢 Citi
📍 India

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