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Primary Location: Australia,New South Wales,Sydney
Other Location: Asia Pacific
Education: Bachelor's Degree
Job Function: Sales
Shift: Day Job
Employee Status: Regular
Travel Time: No
Job ID: 17020692
Citi is more than a global financial services company. It's an engine for progress. Join us, and you'll have the chance to get involved in progress in all its shapes and forms, right across the world. From the micro to the macro, from Australia to Zambia, the work we do has real positive impact. Wherever you are and whatever you do, progress starts here.
The Self Managed Super Funds Technical Advisor role within our Wealth Management Department is to provide subject matter expertise for SMSF proposition and deliver a remarkable SMSF experience for our client. This is an exciting opportunity to lay the foundation for this proposition in a newly created role with Citi Australia.
This role will be tasked with working with the Head of Advice to formulate and deliver on the SMSF strategy in Australia. This strategy will involve the build out of partnerships both internally and externally to deliver on an end to end SMSF proposition for Citi Australia. This newly created role will be responsible to provide expert legislative and strategic technical SMSF advice support to key internal stakeholders, Relationship Managers, Citigold Executives and Wealth Specialist.
A successful candidate must have a financial planning background.
Your key responsibilities within this role include:
Set the strategy and ensure that the SMSF advice delivery process is efficient and effective for both Personal advice and General advice
Work with key stakeholders including product management, investment specialists and Wealth Management network to provide relevant input into wealth offering
Assist in building out SMSF documentation for personal and general advice process
Be abreast with the latest advisory tools and technology
Ensure that the Wealth and Insurance Specialists are equipped with the right skill set and are abreast with the latest regulatory environment in which they operates
Work with Advice team and stakeholders to coach frontline staff to effectively identify potential client needs and advice requirements
Participate in joint telephone calls and client appointments with Wealth Management staff and Wealth Specialists to provide feedback and coaching
Build a strong, collaborative working relationship with key internal stakeholders such as Area Managers, Citigold Executives, Relationship Managers Mortgage Specialists, Product teams, Region, and Compliance and Legal
Ensure that the advice delivery process is efficient and effective
Accountable for delivering SMSF proposition for Citibank Australia
Meet SMSF acquisition KPIs for General advice and personal advice
Key Behavioural Competency Requirements:
SMSF Specialist Advisor (SSA™) is Essential
Degree qualified - Advanced Diploma of Financial Planning is essential
RG 146 qualified
CFP and Post graduate studies in finance related discipline desirable
Minimum 10 years' financial services industry experience
Experience in managing SMSF clients
Experience with providing financial advice to SMSF clients
Good understanding of industry legislative and compliance regime around advice in the local Australian market is essential
Proven relationship management and coaching skills
Strong communication and presentation skills
Highly customer focused
Highly motivated and result driven
Ability to work to deadlines
Strong strategic thinking ability
Demonstrate drive and commitment to deliver innovative solutions
High level of interpersonal, problem solving and influencing skills
Must be able to communicate technical or complex concepts to broader audience
Ability to work with colleagues in order to influence behaviour and results
Must be able to work autonomously and operate cohesively in a team environment
When you work at Citi, you'll be working for an organisation that truly has a global footprint and a powerful network that spans the globe We celebrate individual ingenuity and leverage the diversity of our people in order to drive high performance Through dedicated support, training and resources, we promote our talent and future leaders to bring about lasting and positive impact. Citi continues to be an Employer of Choice for Women and supports a flexible work environment.