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The Product Sales Lead Officer is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness. There are typically multiple people within the business that provide the same level of subject matter expertise. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family.
Works closely with the field sales managers and support the field sales professionals in a particular geographic area.
Partners with workforce in area to grow their existing clients' share of wallet and win a greater percentage of their high net worth prospects by focusing on delivering quality solutions that meet individual client's needs.
Educates sales force on product solutions, create customized proposals for high net worth clients and be available to accompany sales professionals to deliver solutions in client meetings.
Collaborates with colleagues to offer complete advice and wealth solutions to clients.
Leverages specialists and wholesalers to provide subject matter expertise where appropriate and present or co-present at client events.
Acts as a subject matter expert in area on products and planning concepts.
Maintains recent knowledge of new products, industry trends, regulatory requirements, tax law changes, etc.
Partners with product support team to provide case management and design support.
Provides a high level of communication and customer service to sales professionals and their clients.
Balances requests from different sales professionals across the area and actively monitor the queue of outstanding cases and client meeting calendar.
Presents to clients at events hosted by sales professionals within area.
Responsible for travel to field sales for meetings including clients.
Accountable for product revenue goals and penetration goals.
Other duties as assigned.
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.
6-10 years of experience in product sales required.
Expertise in managing a sales territory. Broad understanding of financial services, product solutions and all aspects of planning strategies and concepts
Client-centric skills including excellent interpersonal, verbal and written communication skills
Based on product type, specific licensing may be required (e.g. life and health, Series 7, Series 66)
Expect up to 75% travel, although it will typically be limited to area day trips.
The Portfolio Counselor is a client-facing portfolio advisory role. This role will be responsible for building multi-asset portfolio for high net-worth clients and help the clients to reach their financial goals over the long term. You will spend time understanding our clients' goals and objectives and guide them throughout the wealth building journey with your investment and portfolio advisory expertise. It is also your responsibility to analyze the implications of different investment options on the overall portfolio and accompany the clients to get on track to achieve their long term goals. Key Responsibilities:
Understand client's financial goal and objective and provide holistic advisory on multi- asset portfolio
Advise High Net Worth (HNW) Clients on multi-asset portfolio allocation setup and rebalancing
Explain the Citibank house view to clients on macro-economics and various investment asset classes
Help clients to optimize the return of their portfolio and aim to achieve higher risk adjusted return.
Meet HNW clients every quarter to closely monitor the portfolio performance and risk parameters
Focus on organic growth of portfolio investment return and new AUM growth Skill Requirements of the Role:
Articulate the portfolio analysis with high intellectual capabilities and impactful presentation in English and Chinese.
Good analytical skills with in-depth knowledge on financial markets.
Excellent interpersonal skills and ability to work with and co-ordinate between various stakeholders.
8-10 years of experience in relationship management, product specialist, investment research, insurance or financial communications.
Energetic, enthusiastic, flexible and capable of working under time constraints University graduate in Finance, Business Administration or relevant disciplines ------------------------------------------------- Grade :All Job Level - All Job FunctionsAll Job Level - All Job Functions - HK------------------------------------------------------ Time Type :Full time------------------------------------------------------ Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity. Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity CLICK HERE . To view the "EEO is the Law" poster CLICK HERE . To view the EEO is the Law Supplement CLICK HERE . To view the EEO Policy Statement CLICK HERE . To view the Pay Transparency Posting CLICK HERE .