AVP, Sales
3 months ago
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 Assistant Vice President (AVP), Sales & Advisory Business Execution Senior 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.
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 (Bankers 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.
- 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.
- 6-8 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
- Education:
- Bachelor's/University degree or equivalent experience, Masters degree preferred
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Job Family Group:
Business Strategy, Management & Administration
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Job Family:
Business Management
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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 .
View the " EEO is the Law " poster. View the EEO is the Law Supplement .
View the EEO Policy Statement .
View the Pay Transparency Posting
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