The Sales and Client Management person is a strategic professional who will be responsible for managing the Client Coverage and Incremental Sales for Offshore Clients of Custody. The appointed professional is required to closely follow latest trends in own field and adapt them for application within own job and the business. Typically a small number of people within the business that provide the same level of expertise will be the peer group. Excellent communication skills required in order to negotiate internally and with clients, often at a senior level. 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. Accountable for significant direct business results or authoritative advice regarding the operations of the business. Necessitates a degree of responsibility over technical strategy.
Responsibilities:
Develop the Citi franchise with specific client base
• Refine and implement a sales and marketing strategy aiming at substantially improving Citi's client footprint and maximizing associated revenue
• Work with management and colleagues to establish a clear marketing plan with defined priorities and market penetration and revenue objectives
• Ability to leverage existing contacts network, understand client needs, introduce the Citi offering, convince clients to adopt it and increase client satisfaction and Citi revenue
• On-boarding and prospecting key clients
• Assist other team members in strategic positioning as well as to close transactions with various internal stakeholders
• Improved footprint with the client base – which should translate into incremental sales credit and trading revenues for the various relevant trading desks
• Thorough product and clients knowledge with relevant products and client base
• Should be able to forge a trusted relationship with other salespeople in order to be able to leverage Citi's franchise and source relevant buying and selling opportunities for the clients the person is responsible for
• Broadened responsibilities either across client types or products in the region or even across other regions
• Work in close partnership with control functions such as Legal, Compliance, Market and Credit Risk, Audit, Finance in order to ensure appropriate governance and control infrastructure
• Build a culture of responsible finance, good governance and supervision, expense discipline and ethics
• Appropriately assess risk/reward of transactions when making business decisions; demonstrating proper consideration for the firm’s reputation.
• Be familiar with and adhere to Citi’s Code of Conduct and the Plan of Supervision for Global Markets and Securities Services
• 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:
10 years of relevant experience
Prior Sales/ Client Management experience at a financial services organization
Experience in a client facing role working with the buy-side community
Self-Motivated, excellent interpersonal and communication skills
Ability to work under pressure and manage deadlines or unexpected changes in expectations or requirements
Ability to work unsupervised and adjust priorities quickly as circumstances dictate
Consistently demonstrates clear and concise written and verbal communication
Demonstrated analytical skills
Demonstrated problem-solving and decision-making skills
Consistently demonstrates clear and concise written and verbal communication
Ability to work in a team-oriented environment
Education:
Bachelor’s degree/University degree or equivalent experience
Master’s degree preferred
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Citi 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.
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