Ipb Wealth Planning Manager

Singapore, Singapore

Job Description


Whether you\xe2\x80\x99re at the start of your career or looking to discover your next adventure, your story begins here. At Citi, you\xe2\x80\x99ll have the opportunity to expand your skills and make a difference at one of the world\xe2\x80\x99s most global banks. We\xe2\x80\x99re fully committed to supporting your growth and development from the start with extensive on-the-job training and exposure to senior leaders, as well as more traditional learning. You\xe2\x80\x99ll also have the chance to give back and make a positive impact where we live and work through volunteerism.Shape your Career with CitiCiti Global Wealth (CGW) brings together the full power of Citi to serve the entire continuum of wealth clients, from affluent to ultra-high net worth to family offices. The strategies we create help our clients maintain liquidity while maximizing yields, transact in foreign currency and across borders, and manage fluctuating expenses or cash flow. We are uniquely suited to helping our clients meet their banking needs across regions through our global network.We\xe2\x80\x99re currently looking for a high caliber professional to join our team as IPB Wealth Planning Manager, Officer - Hybrid (Internal Job Title: Intermediate Insurance Analyst) based in Singapore. Being part of our team means that we\xe2\x80\x99ll provide you with the resources to meet your unique needs, empower you to make healthy decision and manage your financial well-being to help plan for your future. For instance:\xc2\xb7 We believe all parents deserve time to adjust to parenthood and bond with the newest members of their families. That\xe2\x80\x99s why in early 2020 we began rolling out our expanded Paid Parental Leave Policy to include Citi employees around the world.\xc2\xb7 We empower our employees to manage their financial well-being and help them plan for the future.\xc2\xb7 We have a variety of programs that help employees balance their work and life, including generous paid time off packages.In this role, you\xe2\x80\x99re expected to:Support sales delivery to our internal and external partners through dual delivery model in follow-up and responsiveness.Responsible for supporting internal and external growth initiatives communicated to team.Responsible for dissemination of communications.Provide support on increasing and capturing cross sell opportunities.Increase efficiencies of daily sales and operational activities.Responsible for reporting sales results and reasons for successes.Support sales executives with specific business initiatives; create, lead and advise on sales and product training; and support growth of sales.Liaise between sales teams and branches on initiatives.Represent sales on the development of strategies and programs to effectively partner with the bank.Responsible for partnering sales leadership to deliver activities, programs and promotions on monthly sales and marketing calls.Liaise with partners to develop marketing opportunities to maximize growth in sales and customer acquisition, retention and satisfaction.Work in coordination with sales executives in creating, driving and supporting business plans and initiatives.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.As a successful candidate, you\xe2\x80\x99d ideally have the following skills and exposure:2-5 years of relevant insurance sales experience in banks or insurance brokeragePrevious banking experience or insurance brokerage experience preferredWorking at Citi is far more than just a job. A career with us means joining a family of more than 230,000 dedicated people from around the globe. At Citi, you\xe2\x80\x99ll have the opportunity to grow your career, give back to your community and make a real impact.Take the next step in your career, apply for this role at Citi todayhttps://jobs.citi.com/deiThis job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.Job Family Group: Consumer SalesJob Family: Consumer Product 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\xe2\x80\x9d) 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 .View the " " poster. View the .View the .View the

Citigroup

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Job Detail

  • Job Id
    JD1431476
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Singapore, Singapore
  • Education
    Not mentioned