Senior Financial Advisor
6 days ago
Citi seeks a seasoned professional to join our Institutional Sales team as a Senior Financial Advisor, specializing in Equity Derivatives. This is a senior-level position that involves working closely with clients to formulate investment strategies and raise capital for their organizations.
About the Role
The successful candidate will be responsible for refining and implementing sales and marketing strategies to improve Citi's client footprint and maximize revenue. They will leverage their extensive network to understand client needs, introduce Citi's offering, and convince clients to adopt it, thereby increasing client satisfaction and revenue.
Main Responsibilities
* Refine and implement sales/marketing strategy to improve Citi's client footprint and maximize associated revenue
* Leverage contact network to understand client needs and introduce Citi's offering
* Advise team on strategic positioning and closing transactions with various internal stakeholders (structuring, trading, legal, credit, and risk)
* Forge relationships with salespeople to leverage Citi's franchise and source relevant buying and selling opportunities for clients
* Lead strong governance and controls, ensuring proper consideration for the firm's reputation
* Work in close partnership with control functions such as Legal, Compliance, Market and Credit Risk, Audit, Finance to ensure appropriate governance and control infrastructure
Key Qualifications
* 10+ years of sales experience at a financial services organization
* Experience in a client-facing role working with the buy-side community
* Proven interpersonal and problem-solving skills
* Consistently demonstrate clear and concise written and verbal communication
* Must have or be able to obtain required licenses including Series 3, 7, 55, and 63
Education Requirements
* Bachelor's degree/University degree or equivalent experience
* Master's degree preferred
Company Overview
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.
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