The Retail Salesperson 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.
Focus on coverage of broker dealers and assist the team covering some of our most important Platinum and Priority Clients including Private Banks, Broker Dealers, Regional Consumer Banks and RIA's
This is a cross-asset sales team, thus the team is responsible for selling structured investments linked to equities, fixed income, currencies, commodities, hybrids, and alternative investment classes
The successful candidate will work with multiple partners across the bank including the various product structuring and trading teams, and the MAG team to bring appropriate product to our clients
Proactively reaching out to current and potential broker dealer clients to provide product ideas, improve existing client services and onboard new clients
Continued development of the platform to improve the client experience
Work with the entire 3rd party team on servicing our Platinum and Priority Clients to ensure we are meeting targets
Interaction with the Client Management team to develop proper wallet data for our client base
Leading strong governance and controls
Work in close partnership with control functions such as Legal, Compliance, Market and Credit Risk, Audit, Finance in order to ensure appropriate governance and control infrastructure
Build a culture of responsible finance, good governance and supervision, expense discipline and ethics
Appropriately assess risk / reward of transactions when making business decisions; demonstrating proper consideration for the firm's reputation.
Be familiar with and adhere to Citi's Code of Conduct and the Plan of Supervision for Global Markets and Securities Services
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.
2-5 years relevant experience
Track record of managing client relationships and consistently generating revenue
Ability to identify and drive new product and client opportunities
Good understanding of the retail competitive landscape
Ability to work across the organization, businesses and control groups, to deliver client solutions
Excellent verbal and interpersonal skills, and advanced quantitative skills
Experience with derivative pricing and model experience
Self-motivated, innovative, results oriented
Must be a team-player
Excellent time management / prioritization skills and solid judgment
Outstanding attention to detail and follow-up
Proven track record in servicing various retail clients
Bachelors / University degree or equivalent experience
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
Handling hotline inquiries from clients
Digital marketing experience is preferred
Media exposure experience is preferred
Commentary writing skills is preferred
Language : Cantonese, Mandarin and English
Job Family Group : Institutional Sales
Job Family : Retail Sales
Time Type :
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Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
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