DIR/SVP, Head of CRM and Client Analytics

17 hours ago

Hong Kong, Central and Western District, Hong Kong SAR China Citi Full time
The JANA & AS Head of Client Insight will play a pivotal role in executing the strategy for delivering our client analytics, reporting and CRM capabilities to the Markets business in JANA & AS working in close collaboration with key stakeholders across products and functions including data and systems as well as client management, client strategy and business management organizations. Along with the regional heads in NAM and EMEA, the successful candidate will be the de-facto bridge between the business and technology to deliver the goals of Markets as well as broader initiatives across Client, Banking and Services.

Job Responsibilities:
  • Engage with relevant stakeholders to identify business needs and requirements to best empower this Sales, designing best-in-class solutions and ensuring their successful implementation.
  • Understand the Markets framework, and set it up for success, leveraging the interoperability between Markets, its constituent businesses and the broader Citi businesses where applicable.
  • Partner with in-business sales technology leaders to create a systems standard that is stronger than the sum of its parts, focusing on areas of maximum impact.
  • Collaborate with the second line in Risk and Operations to deliver solutions that can be deployed end to end.
  • Work with Technology partners to manage the work slate and help directly guide technology resources on- and offshore while staying involved with in-business goals and aligning to those priorities.
  • Oversee the procurement, organization, and distribution of client data within Markets and across to broader Citi, as relevant.
  • Ensure strong marketing and communication strategy across the organization; analyze, report and track adoption metrics, and put in place initiatives to increase.
  • Engage on efforts relevant to ensuring the integrity and quality of data / content across the platforms, and the necessary compliance with all data privacy and other regulatory mandates.
  • Help develop forward-looking vision and strategy to build / maintain state-of-the-art distribution platforms into the future, staying current on relevant external developments in the CRM space.


Job Requirements:

Knowledge & Experience Requirements:
  • Bachelor's Degree a must; masters a plus.
  • Technology and Analytics knowledge a plus.
  • Track record of excellent performance in related role Strong ability to pull together Technology teams across the franchise to advance business goals.
  • Prior experience as a critical partner/liaison bringing together Business & Technology teams.

Skill Requirements:
  • Initiative and ability to structure and drive projects from idea to completion are a must.
  • Strong critical thinking and analytical skills Strong interpersonal and relationship-building skills; must be comfortable interacting with all levels of the organization.
  • Strong people management / team development skills.
  • Effective communication and presentation skills.

Personal Qualities:
  • A self-starter who takes ownership and accountability.
  • Able to work effectively under pressure in a fluid environment.
  • Focused attention to detail and high standards for quality and accuracy in his/her work product.
  • Collaborative, team-oriented, service-oriented.

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Job Family Group:
Institutional Sales
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Job Family:
Investor Sales
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Time Type:
Full time
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Citi is an equal opportunity and affirmative action employer.

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.

Citigroup Inc. and its subsidiaries ("Citi) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi .

View the " EEO is the Law " poster. View the EEO is the Law Supplement .

View the EEO Policy Statement .

View the Pay Transparency Posting

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