CAIA's Career Center is an easy-to-use, comprehensive resource connecting job seekers with employers in the growing AI field. Use your knowledge and credibility to advance your career or build a talented team for your organization. Opportunities targeted to CAIA Charterholders are prioritized.
In order to search for jobs specifically for CAIA Charterholders or those pursuing the CAIA Charter please enter “CAIA” in the search panel.
This will enable you to search for CAIA specific roles globally.
Primary Location: Australia,New South Wales,Sydney
Education: Bachelor's Degree
Job Function: Sales
Shift: Day Job
Employee Status: Regular
Travel Time: No
Job ID: 18023878
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.
Citibank is seeking a Citi Select Wealth Specialist to provide subject matter expertise in financial planning to your high net worth clients. The purpose of the role is to meet and exceed individual business targets relating to client's wealth needs encompassing advice, investments, superannuation and insurance. The roll will specialize in providing financial advice in respect of the client's core investment portfolio, superannuation and pension strategies, and wealth protection strategies. Accountabilities:
Ensure that the advice delivery process is efficient and effective for High net worth clients
Work with key stakeholders including product management, investment specialists and Wealth Management network to provide relevant input into wealth offering
Assist in building out advice documentation for personal and general advice process
Be abreast with the latest advisory tools and technology
Contribute to Bank's EBIT Target while maintaining high client satisfaction rating through remarkable service
Meet and exceed team/regional business targets under the direction of Head of Advice and Area managers
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
Minimum 8 years' financial services industry experience
Experience in financial planning and process improvement in complex advice environment
Have experience in working under p
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 delivery 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
Diversity is a key business imperative and a source of strength at Citi. We serve clients from every walk of life, every background and every origin. Our goal is to have our workforce reflect this same diversity at all levels. Citi has made it a priority to foster a culture where the best people want to work, where individuals are promoted based on merit, where we value and demand respect for others and where opportunities to develop are widely available to all.