Strategic Financial Advisor
4 days ago
About Citi:
Citi is a leading global bank dedicated to serving the needs of its clients across 160 countries and jurisdictions. Our vision is to be the trusted leader in financial services, recognized for our commitment to long-term value creation for shareholders, clients, employees, and the communities we serve.
Job Description:
We are seeking an experienced Salesperson to join our team as a Strategic Financial Advisor. In this role, you will play a critical part in developing and implementing sales strategies to drive growth and expand our client base.
Key Responsibilities:
- Refine and implement sales/marketing strategy to improve Citi's client footprint and maximize associated revenue while working with management/colleagues to establish a clear marketing plan with defined priorities, market penetration and revenue goals.
- Leverage contact network, understand client needs, introduce the Citi offering, convince clients to adopt it and increase client satisfaction and Citi revenue.
- Advise team in strategic positioning and closing transactions with various internal stakeholders (structuring, trading, legal, credit and risk etc.).
- Forge a relationship with salespeople in order to leverage Citi's franchise and source relevant buying and selling opportunities for clients.
- Lead 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.
- Adhere to all policies and procedures as defined by your role which will be communicated to you.
- Obtain and maintain all registrations/licenses which are required for your role, within the appropriate timeframe.
- 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:
- 1-3 years of relevant experience.
- Experience in a client-facing role working with the buy-side community.
- Sales experience at a financial services organization.
- Proven interpersonal and problem-solving skills.
- Consistently demonstrate clear and concise written and verbal communication.
- Broad client relationships preferred.
Education:
- Bachelor's degree/University degree or equivalent experience.
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