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The Investment Sales Principal is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Recognized subject matter expert within one area. Strong commercial awareness is a necessity. Is an acknowledged authority both within and outside area of expertise. Typically a small number of people within the business that provide the same level of expertise. Excellent communication skills required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides advanced judgment and conducts in-depth quantitative or qualitative analysis to solve problems and develop new, innovative solutions. Required to think beyond existing solutions, assumptions or current knowledge of sophisticated areas. Significant impact on a function and/or the business through making decisions that determine technical approaches and strategies for the area.Responsibilities:Works closely with our Private Bankers, Investment Counselors, and clients. The person who fills this roll must have knowledge of Investments including Citi Investment Management (equity and fixed income strategies), Traditional third party manager equity and fixed income strategies, Hedge Funds, Private Equity, and Real Estate. The successful candidate must be comfortable with problem solving and creating suitable solutions for clients. Preferably, this candidate will be someone with in depth knowledge of the various Investment strategies offered in North America. This person will be in constant contact with Citi Private Bank's Investments Teams as well as directly with our clients. Strong sales and product skills are required. In addition, a high degree of professionalism, passion for client service, and the ability to develop new business are essential.
The role will require teamwork and proactive leadership. This team member will be required to build deep relationships with their assigned region’s bankers, investment counselors, and clients. The role requires the individual to launch product campaigns, educating internal and external audiences. The individual will lead a sales effort in their region and support all ongoing sales efforts. The role requires the individual to become a deep product expert in at least one of the Investment product areas with the goal of advocating for that product area and educating Sales colleagues about their area of deep knowledge. The individual will proactively collect feedback from the region and share it with their product partners as well as Sales colleagues with the goal of thoughtfully improving future product offerings.
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.
Qualifications:15+ years of experience
Excellent sales skills - ability to demonstrate relevant solutions to clients and prospects
Knowledge of investment products
Attention to detail, proactive leadership, and strong follow-up skills
Excellent written, listening and verbal communication skills
The ability to effectively deal with people at all levels - internal as well as clients, excellent interpersonal skills
Education:Bachelor's/University degree, Master's degree preferred
Job Family Group:Private Client Product ServicesJob Family:Investment Managed SalesTime Type:Full timeCiti 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.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 review Accessibility at Citi (https://www.citigroup.com/citi/accessibility/application-accessibility.htm) .View the "EEO is the Law (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/eeopost.pdf) " poster. View the EEO is the Law Supplement (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/OFCCPEEOSupplementFinalJRFQA508c.pdf) .View the EEO Policy Statement (http://citi.com/citi/diversity/assets/pdf/eeoaapolicy.pdf) .View the Pay Transparency Posting (https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp%20EnglishformattedESQA508c.pdf)Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
Vacancy expired!