13 days old

IPB Investment Counselor (Greater China Market)

Citigroup
Singapore
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.


**Responsibilities:**


+ 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 clients 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.

+ Provides a high level of communication and customer service to sales professionals and their 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.


**Qualifications:**


+ 6-10 years of experience in product sales required.

+ 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

+ Role required to provide investment advice and solutions to Chinese speaking clients

+ Prior experience serving clients in the Greater China Market is strongly preferred

+ Able to read, write and communicate fluently in Mandarin or Cantonese


**Education:**


+ Bachelors/University degree, Masters degree preferred


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**Job Family Group:**


Consumer Sales

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**Job Family:**


Consumer Product Sales

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**Time Type:**


Full time

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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.


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/OFCCP\_EEO\_Supplement\_Final\_JRF\_QA\_508c.pdf) .


View the EEO Policy Statement (http://citi.com/citi/diversity/assets/pdf/eeo\_aa\_policy.pdf) .


View the Pay Transparency Posting (https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp\_%20English\_formattedESQA508c.pdf)
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

Categories

Posted: 2022-05-13 Expires: 2022-06-12

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IPB Investment Counselor (Greater China Market)

Citigroup
Singapore

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