is a senior-level position responsible for acting as a strategic advisor to our Platinum and Priority Institutional clients. The RM will originate, cultivate and strengthen these relationships, identify new business opportunities, and drive revenue growth within this target client list. This role requires a deep understanding of financial markets, strong business acumen, and exceptional relationship management skills.
A good understanding of the industry, direct competitors' products and services, is necessary, to contribute to the commercial objectives of the business. Excellent communication skills required, to negotiate internally and externally, often at a senior level.
Responsibilities:
Identify and pursue new business opportunities within existing and prospective client accounts
Develop and execute account plans to maximize revenue generation and improve wallet share via cross-sell.
Build focused relationship strength with key decision makers, introduce key sales/trading resources, and institutionalize the Citi relationship with Institutional Clients
Strengthen connectivity between senior management and client seniors for maximum relationship impact
Make Citi navigable for clients acting as a central point of contact, offer clients solutions to capture business opportunities and introduce product innovations to clients
Close out performance gaps for existing businesses and educate clients with respect to the changing regulatory requirements
Lead strong governance and controls
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
Adhere to all policies and procedures as defined by your role which will be communicated to you
Obtain and maintain all registrations/licenses which are required for your role, within the appropriate timeframe
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 behaviour, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Qualifications:
10+ years of relevant experience
Proven problem-solving skills and pragmatic approach to ensure limited resources are directed appropriately
Proven leadership in a geographically diverse and multi-product culture
Demonstrated intellectual grasp of the industry
Proven ability to anticipate and lead the organizational response to future trends and translate vision into executable plans
Consistently demonstrate clear and concise written and verbal communication
Proven client engagement and interpersonal skills
Education:
Bachelor's degree/University degree or equivalent experience
Master's degree preferred
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Job Family Group:
Institutional Sales
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Job Family:
Investor Sales
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Time Type:
Full time
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Most Relevant Skills
Please see the requirements listed above.
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Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
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.
View Citi's EEO Policy Statement and the Know Your Rights poster.
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