24779245 Investment Sales Sr. Lead

5 days ago

Singapore CITICORP INVESTMENT BANK (SINGAPORE) LIMITED Full time

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

**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.
- 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

**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

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