Contrato en Reino Unido (LONDON) de Directores de ventas y comercialización
Clasificación del trabajo:Directores y gerentes : Directores administradores y comerciales : Directores de ventas, comercialización y desarrollo : Directores de ventas y comercialización. Managers : Administrative and commercial managers : Sales, marketing and development managers : Sales and marketing managers.
Descripción de la oferta de trabajo:
Citi Relationship Officer Competitive Salary Offered Job Purpose: Identify opportunities to acquire new to bank clients by way of referrals from Citibank entities or Direct Acquisition from the markets (subject to market environment), ideally generate inflows of USD 25-40MM annually and manage a portfolio of between 100- and 200 clients (HNWI and UHNWI) who hold total AUMs up to USD 150 MM generating total revenue per annum of at least $0.8M. All activities must be conducted in compliance with applicable rules and regulations. The position will be based in the London Office and the candidate will need to travel to meet clients face to face. Job Background/context: Citi International Personal Bank is the preferred centre in EMEA for the provision of International Expatriate Banking and International Wealth Management for clients who wish to hold a proportion of their wealth outside the country they reside in. This role involves servicing the needs of Mass Affluent and HNWI clients, reporting to a Sales Head. Close co-ordination is required with referral markets other functions within Citi IPB. Other key relationships include Marketing and Products, Legal and Compliance. Regular interfaces with Support and Service, Operations and Credit. The business of Offshore Investments and Banking is heavily regulated, all activities to attain objectives must be carried out in accordance with both internal and external regulations and controls. Key Responsibilities: • Establishing strong relationship with the onshore business and close working relationship with referral markets • Generate AUM growth and revenue streams that will ensure delivery of the financial plan and achievement of the business objectives through effective client acquisition, cross sell of wealth management and investment products to local Citibank clients and their own existing portfolio. In so doing, over-achieve against set targets via: • Source new target market clients that support the attainment of business objectives and targets and acquire / update and apply product knowledge to satisfy prospect and client financial and investment need • Maintaining the highest possible standards of investment advice for their clients in line with Citi IPB sales processes through pre-agreed calling and contact schedule. • Taking responsibility to build relationships with key clients and influencers inside the referral businesses, instilling a sense of teamwork and pro-activity, and work closely with covered regions / countries to increase the client database through sourcing new client referrals. • Adherence to a robust control environment within which staff carry out their duties, ensuring effective self-monitoring of activities that will satisfy internal control standards and ensure compliance with all external regulatory requirements in all aspects of work. • Responsibility for ownership of KYC(Know Your Customer) for the client base, e.g. completeness of account opening documentation, timely completion of Enhanced Due Diligence of customers. Development Value: In this role an experienced financial services sales person will deepen their client relationship and sales skills for maximum financial impact and, depending on their experience related to Offshore and International Wealth Management, increase their knowledge of both the products and the sales processes involved in cross-border financial services sales. Future roles hereafter could be Senior Relationship Manager, Support and Service Head, Portfolio Counsellor or Product Management Knowledge/Experience: • Must have demonstrated success in a wealth management sales background within a financial services company • An ability to manage a portfolio, maximise revenues in a regulated environment and source new business through their own initiative • Strong knowl
Servicio de empleo de origen:Department for Work and Pensions, Public Employment Services, United Kingdom.