SVP - Markets Specialist

Responsibilities

• Managed Investment products include Mutual funds, Alternative Investments (Private Equity, Real Estate and Hedge Funds) and Discretionary Portfolios managed by CIM (Citi Investment Management).
• Educate Bankers and Investment Counselors and other members of the sales team to increase knowledge and proficiency in product area. Act as internal product expert and develop marketing programs to drive sales. Help develop and manage pipeline for new business opportunities. Support after sales servicing. Responsible, together with Banker teams, for reaching revenue and AUM targets in the Managed Investment portion of our business.
• Understand and discuss current and historical market conditions across the globe.municateplex technical details in a manner that is easily understood and consistent with the level of sophistication of the client or sales team member Influence a wide range of CPB personnel by applying expertise in product specialty. Help Private Bankers and Investment Counselors to evaluate client profiles in terms of return expectation, risk appetite, time horizon, liquidity needs, etc. and rmend particular Investment products that satisfy the client needs. Present in internal meetings and conference calls on Investment product features and benefits and launch new product offerings.
• Attend client meetings with Bankers and participate in presentations and sales pitches as needed.
• Act as liaison with Global Investment Research / Due Diligence teams and Private Bankers. Identify product gaps or opportunities and rmend potential alternate products to Research team.
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by drivingpliance 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 :

Education :

Job Family Group :

Private Client Product Services

Job Family :

Investment Managed Sales

Time Type : Full time

Most Relevant Skills

Please see the requirements listed above.

Other Relevant Skills

Forplementary skills, please see above and / or contact the recruiter.

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Job ID 25878642