Job Description
Whether you’re at the start of your career or looking to discover your next adventure, your story begins here. At Citi, you’ll have the opportunity to expand your skills and make a difference at one of the world’s most global banks. We’re 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’ll also have the chance to give back and make a positive impact where we live and work through volunteerism.
Shape your Career with Citi
Citi 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’re currently looking for a high caliber professional to join our team as Vice President (VP), Sales & Advisory Business Execution Lead Analyst, based in Singapore. Being part of our team means that we’ll 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:
- Citi provides access to an array of learning and development resources to help broaden and deepen your skills and knowledge as your career progresses.
- Citi provides programs and services for your physical and mental well-being including access to telehealth options, health advocates, confidential counseling and more. Coverage varies by country.
The Sales & Advisory Business Execution Lead Analyst is senior member of the Asia South Investment Advisory Team. The role is a seasoned professional who applies in-depth knowledge to drive improvement of investments sales & advisory processes and work-flow. Integrates subject matter and industry expertise. Requires in-depth understanding of how areas collectively integrate as well as coordinate and contribute to the objectives of the investment sales & advisory function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area of investent sales & advisory are directly affected by the performance of the individual.
Responsibilities:
- Management of specific investment advisory artifacts with inputs from various internal partners
- Work with key control stakeholders and other internal partners to streamline investment sales & advisory process.
- Deliverables include elevating internal client (Bamkers and Investment Counselors) and external client experience related to investment sales & advisory process.
- Work with internal partners to support project management of strategic initiatives to improve processes and risk management.
- Sharp and concise presentation of key business intelligence and strategi initiatives to obtain buy-in from key stakeholders and keep them updated.
- Work with key control stakeholders and other internal partners to effectively manage risks in the investment sales & advisory process through systemic controls and where systemic controls are not viable, through effective operational controls.
- Foster and maintain relationships with business stakeholders, support, testing and development team members
- Identify key project risks, whether stated or not, and manage to resolution or escalate accordingly
- Has the ability to operate with a limited level of direct supervision.
- Can exercise independence of judgement and autonomy.
- Acts as SME to senior stakeholders and /or other team members.
- 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:
- 8-10 years relevant experience in investment products, and investment sales & advisory processes
- Required skills include project management, quantitative aptitude, and the ability to effectively synthesize and communicate complex business issues through concise presentation skills.
- Good interpersonal skills to oversee cross disciplinary work streams.
- Extensive project management and strategic analysis experience.
- Interest and experience in the financial services industry, in particular in the areas of wealth management and investent products
- Must be extremely organized, motivated and a self-starter
- Ability to prioritise is key as is ability to juggle several tasks at once.
- Must work well under pressure whilst, enthusiastic, hard-working and positive
- Desire to improve processes
- Excellent oral and written communication skills and ability to facilitate discussions
- Ability to quickly grasp and master new concepts / requirements and related product / functional knowledge
- Team player and relationship management skills
- Ability to work under pressure and manage tight deadlines
- Ability to learn/understand some technical implications of system design
- Willingness to ask questions, challenge the process and seek out answers
- Ability to work independently, multi-task, and take ownership of various parts of a project or initiative
- Excellent analytical and problem solving skills
- Education:
- Bachelor’s/University degree or equivalent experience, Masters degree preferred
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
