Sales and Advisory Business Execution Lead Analyst

2 weeks ago

Singapore Citi Full time
About Citi

Citi is one of the world's most global banks, offering a wide range of financial services to individuals, businesses, and institutions. With a rich history dating back over 200 years, Citi has a strong reputation for innovation, customer service, and community involvement.

Job Description

We are currently seeking a highly skilled and experienced Sales and Advisory Business Execution Lead Analyst to join our team in Singapore. This role will be responsible for driving improvement of investment sales & advisory processes and workflows, integrating subject matter and industry expertise to achieve business objectives.

The ideal candidate will have a deep understanding of investment products and sales & advisory processes, as well as excellent project management and analytical skills. They will also be able to effectively communicate complex business issues through concise presentation skills and work well under pressure.

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 strategic 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
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 investment products
  • Must be extremely organized, motivated and a self-starter
  • Ability to prioritize 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
About the Role

This is a full-time position based in Singapore, and the ideal candidate will have a strong background in investment products and sales & advisory processes. They will be able to drive improvement of investment sales & advisory processes and workflows, and integrate subject matter and industry expertise to achieve business objectives.

The salary for this role is estimated to be around $120,000 per annum, plus benefits. We offer a competitive compensation package, including comprehensive health insurance, retirement plans, and opportunities for professional development.

Citi is an equal opportunity employer and welcomes applications from diverse candidates. If you are a person with a disability and need a reasonable accommodation to apply for this role, please contact us at Accessibility at Citi.

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