The Investment Sales Principal is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Recognized subject matter expert within one area. Strong commercial awareness is a necessity. Is an acknowledged authority both within and outside area of expertise. Typically a small number of people within the business that provide the same level of expertise. Excellent communication skills required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides advanced judgment and conducts in-depth quantitative or qualitative analysis to solve problems and develop new, innovative solutions. Required to think beyond existing solutions, assumptions or current knowledge of sophisticated areas. Significant impact on a function and/or the business through making decisions that determine technical approaches and strategies for the area.
Responsibilities:
- Works closely with our Private Bankers, Investment Counselors, and clients. The person who fills this roll must have knowledge of Investments including Citi Investment Management (equity and fixed income strategies), Traditional third party manager equity and fixed income strategies, Hedge Funds, Private Equity, and Real Estate.
- The successful candidate must be comfortable with problem solving and creating suitable solutions for clients. This person will be in constant contact with Citi Private Bank's Investments Teams as well as directly with our clients. Strong sales and product skills are required. In addition, a high degree of professionalism, passion for client service, and the ability to develop new business are essential.
- The role will require teamwork and proactive leadership. This team member will be required to build deep relationships with their assigned region’s bankers, investment counselors, and clients. The role requires the individual to launch product campaigns, educating internal and external audiences. The individual will lead a sales effort in their region and support all ongoing sales efforts.
- The role requires the individual to become a deep product expert in at least one of the Investment product areas with the goal of advocating for that product area and educating Sales colleagues about their area of deep knowledge. The individual will proactively collect feedback from the region and share it with their product partners as well as Sales colleagues with the goal of thoughtfully improving future product offerings.
- 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:
- 15+ years of experience
- Excellent sales skills - ability to demonstrate relevant solutions to clients and prospects
- Attention to detail, proactive leadership, and strong follow-up skills
- Excellent written, listening and verbal communication skills
- The ability to effectively deal with people at all levels - internal as well as clients, excellent interpersonal skills
- Prior Private Banking experience
- Background in discretionary investment offering preferred
- Sales and relationship management skills including a track record of building successful relationships with external clients and internal partners.
- Experience in delivering high quality service to complex individual or corporate clients
- Role covers North Asia market and clients. Proficiency in Chinese is a must.
- CACS 1 & 2
Education:
- Bachelor's/University degree, Master's degree preferred
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Job Family Group:
Private Client Product Services------------------------------------------------------
Job Family:
Investment Managed Sales------------------------------------------------------
Time Type:
Full time------------------------------------------------------
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