At Citi, we get to connect millions of people across hundreds of cities and countries every day. And we've been doing it for more than 200 years. We do this through our unparalleled global network. We provide a broad range of financial services and products to our clients – whether they be consumers, corporations, governments or institutions – to help them meet their biggest opportunities and face the world's toughest challenges.
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. Our Citi Private Bank (CPB) is dedicated to serving the world’s wealthiest individuals and their families. From 52 locations across 20 countries, we offer our services to more than 14,000 ultra-high net worth clients from nearly 100 nations. Our clients include entrepreneurs, business leaders, executives, their heirs and families, whom we offer customized services to help protect and responsibly grow their wealth. Our unique approach focuses on fewer, larger and more sophisticated clients with an average net worth above $100 million.
We’re currently looking for high caliber professionals to join our Citi Private Bank team. 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 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
- We empower our employees to manage their financial well-being and help them plan for the future
- We provide access to an array of learning and development resources to help broaden and deepen your skills and knowledge as your career progresse
The Investment Sales Lead 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:
- Alternative Investments (Private Equity, Real Estate and Hedge Funds). Whilst the role is focused on Alternative Investments, the role does involve being able to have a working knowledge of the entire Managed Investments platform, and Citi’s broad Investments capabilities.
- The successful candidate will work very closely with our Private Bankers and Investment Counselors. The person who fills this roll must have a knowledge of Investments including Hedge Funds, Private Equity and Real Estate. The successful candidate must be comfortable with detail problem solving - to create the client solutions. Preferably, this candidate will be someone with in depth knowledge of the various hedge fund strategies both international and domestic. This person will be in constant contact with CPB Investments Teams as well as directly with our clients. Good sales and product skills are required, also a high degree of professionalism - client service is equally important as new business development. Often solutions require coordinating negotiations with our client's in-house attorney and our CPB attorney regarding client agreements.
- Participate in relationship review meetings with bankers and clients to explore investment management needs
- Respond to banker team leads for sales opportunities - first interviewing banker team - then speaking to the client
- Delve into needs with clients - analyze their alternative investment needs, craft solutions and present recommendations in written proposals
- Ensure that solution is implemented, remain in contact with client - look for add on business
- 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
- Excellent sales skills - ability to demonstrate online systems to clients and prospects
- Knowledge of AI products
- Attention to detail and good follow-up skills
- Excellent written, listening and verbal communication skills
- The ability to effectively deal with people at all levels - internal as well as clients, excellent interpersonal skills
Education:
- Bachelor's/University degree, Master's degree preferred
- Chinese language skills
- 5+ years of experience in Alternatives preferred
- Singapore local licensing
