citi.com | Insurance Specialist
2 days ago
At
Citi , we connect millions of people across hundreds of cities and countries every day. We do this through our unparalleled global network, providing 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.
Citibank
serves as a trusted advisor to our retail, mortgage, small business, and wealth management clients at every stage of their financial journey. Through Citi's Access Account, Basic Banking, Citi Priority, Citigold, and Citigold Private Client, we offer an array of products, services, and digital capabilities to clients across the full spectrum of consumer banking needs worldwide.
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’re currently looking for a high caliber professional to join our team as
Insurance Specialist - C10 , based in Singapore. Being part of our team means that we’ll provide you with the resources to meet your unique needs and empower you to manage your financial well-being.
Responsibilities:
Provide daily market updates and trading strategic plans for clients and individual sales staff.
Use a holistic financial planning approach to educate and help customers identify financial gaps in their current wealth or asset allocation and introduce suitable products.
Coaching and motivation on banking (FX, Insurance, etc.) products through daily interactions.
Provide branch colleagues updates on particular products by regular market updates and technical analysis.
Work with Branch Managers to set plans to meet financial commitments.
Assist bankers in meeting team goals.
Strictly abide by compliance and internal control requirements on sales activities.
Maintain and manage good relationships with customers to ensure a consistent and superior banking experience.
Assess risk in business decisions, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients, and assets, by driving compliance with applicable laws, rules, and regulations.
Qualifications:
0-2 years of financial planning experience preferred.
Excellent communication and people skills. Knowledge of financial planning skills, insurance laws, insurance products, and investment products.
Relevant CMFAS and M papers required.
Good knowledge of tax law and general financial and economic markets.
Education:
Bachelor’s/University degree or equivalent experience.
Job Family Group:
Consumer Sales
Job Family:
Consumer Product Sales
Time Type:
Full time
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.
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