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The Team Leader provides the first line of supervision and leadership to a team of Relationship Managers, while still maintaining a relatively smaller portfolio of their own clients. Key focus will include ensuring new Relationship Managers develop a strong foundation in advisory practice and transaction banking while achieving all necessary accreditations within an accelerated timeframe. Once accreditations are in place, the key aim is to drive team productivity through on-going business development, client contact, portfolio reviews etc. Identify opportunities to acquire new to bank clients by way of referrals from Citibank entities or Direct Acquisition and manage a portfolio of between 50 and 100 clients (mainly HNWI) who hold total AUMs up to USD 200 MM. All activities must be conducted in compliance with applicable rules and regulations. The position will be based in the London Office and the candidate will need to travel to meet clients face to face.
Team Leader roles are the ideal stepping stone for a Senior Relationship Manager looking to develop the skills necessary to move into a full-time, dedicated sales management position Close co-ordination is required with other internal departments to ensure delivery of plan including: Legal, Compliance and Control, O and T, Relationship/Administration Services, Booking Centres, Investment Sales Quality and Control, Operations, Finance, Product, Marketing, Risk Management, and BISO.
The business of Wealth Management is heavily regulated, for good reason, and all activities to attain objectives must be carried out in accordance with both internal and external regulations and controls. This role involves servicing Wealth Management needs of Mass Affluent and HNWI clients, reporting to Sales Head.
This is a regulated sales role providing financial advice to Citibank customers. The offering is currently made up of investments (whole of market).
Achievement of financial goals - through management of a sales team of Russia Market RMs and through the individual management of individual client portfolio. Lead/creating a team of Relationship Managers and, within the context of the organisational vision, provide motivation and empowerment for the team to reach organisational goals via:
Providing and organising coaching and development under a robust supervisory structure that ensures all business is carried out in a compliant manner and that staff are trained in the core capabilities of - advisory practice, transaction banking, sales process, compliance and product and market knowledge
Management of the staff resources to maximise investment product sales, deepen client relationships and AUM growth, prevent attrition, encourage Member get Member referrals, maintain optimum client contact frequency
Ensuring all staff are providing wealth management and banking services in a compliant manner
Championing Client Excellence both within the team and through 'Make it Remarkable' initiatives
Working closely with branch-based colleagues to ensure smooth and effective on boarding of upgraded clients Oversight and Management of activities within the established legal and compliance rules of engagement Take responsibility to build relationships with key clients and influencers that can enhance the future opportunities of the business and generate incremental revenue streams for team members, by exploring and closing out new business opportunities/channels/networks Increase the client base through; networks, hiring RM's with existing books, client referrals (MGM), events, overseeing calling programmes and other projects within the business. Ensure achievement of the elements of the financial plan within their direct control as well as influencing and agreeing to the goals set in terms of client AUM growth, cross sales of investment products (volume and value), retention of funds and clients. Maintenance of a robust control environment within which staff carry out their duties, ensuring effective monitoring of activities that will satisfy internal control standards and ensure compliance with all external regulatory requirements in all aspects of work. Work closely with the Sales Head and other Leadership Team members to create a culture where staff feel valued and appreciated. Maintaining the highest possible standards of investment advice for their clients in line with Citi IPB sales processes through pre-agreed calling and contact schedule.
In this role an experienced financial services sales person will develop their leadership skills and, depending on their experience related to Offshore and International Wealth Management, increase their knowledge of both the advisory process and transaction banking business involved in onshore and offshore financial services sales. Registration with the Regulatory Authorities as a Key/Approved Individual The candidate maybe required to possess the appropriate experience and recognised qualifications by such regulatory authorities in addition to Citi UK's internal training/qualification requirements.
Should have experience of establishing and developing teams and individuals Must have demonstrated success in a wealth management advisory background within a financial services company Knowledge and previous experience of onshore and offshore financial services Ability to research and aggressively source new business through their own initiative Broad based knowledge of financial products and services, financial markets and economic environments Demonstrate ability and aptitude of leading team of relationship managers with a mix of skills, preferably within an international context, having demonstrated an ability to exceed expectations via development of multi-level staff
Strong negotiating and influencing skills First class presentations skills to influence senior executives with their persuasiveness of argument Adaptable and innovative communication skills (both oral and written) in at least English and one other language to suit the markets covered Excellent management and leadership skills with a strong focus on sales management disciplines and coaching Maturity to own franchise related matters/risks and handle senior staff within franchise/regulatory bodies
University degree in a related area, preferably post-graduate qualifications in Finance or Economics or MBA graduate Relevant Investment qualifications required : RDR Level 4 qualifications as a minimum requirement Exceptional candidates who do not meet these criteria may be considered for the role provided they have the necessary skills and experience.
Focus on People:
Communicating and influencing
Building Relationships and Networking Focus on Business and Results
Understanding the Business
Planning for Delivery
Focus on People:
Influencing and Persuasiveness
Building Relationships Focus on Business and Results
Decision Making and Judgement
Drive and Determination
Planning and Organising
Candidates applying for this role must be aware that it is a Certified Role, subject to the Certification Regime. The Certification Regime is one element of the Individual Accountability Regime which has come into effect on 7 March 2016. Under the Certification Regime, certain Citi entities must ensure that employees working in certain roles categorised as specified significant harm functions (Certified Roles) are assessed as fit and proper to carry out their role. Under the guidance provided by the FCA and PRA, firms should have regard to the following when assessing fitness and propriety:
Honesty, integrity and reputation
Competence and capability
In order to comply with the requirements of the Certification Regime, certain Citi entities must take reasonable care to ensure that an employee does not perform a Certified Role without first being certified as Fit and Proper. For this reason, you will be assessed for this role against the Fit and Proper requirements, as described above. This assessment will be carried out through extensive interviews, self-disclosures, permitted criminal record checks, reference checks, credit checks and other background checks. If hired for this role, you will also be required to complete an annual declaration regarding your Fitness and Propriety. By submitting your application, you acknowledge that you have read the information above and that you are applying for a Certified Role. You also agree to Citi carrying out any additional screening required, including permitted criminal record checks, reference checks, credit checks and any other background checks.
Exceptional candidates who do not meet these criteria may be considered for the role provided they have the necessary skills and experience.
Valuing Diversity: Demonstrates an appreciation of a diverse workforce. Appreciates differences in style or perspective and uses differences to add value to decisions or actions and organisational success.
Citi is an Equal Opportunities Employer
Internal Number: 5857277
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