Managed Investments Sales Lead

Hybrid in London·Full-time·Added 3 days ago (last checked 26 Oct)

Citi

177 open roles

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Our summary

Work mode: Hybrid, London
Contract: Full-time
Experience: Senior level
Holiday: 27 days holiday + bank holidays

Skills

Requirements

Education & certifications

A strong track record of experience in a similar role.
Client facing sales experience
Strong understanding of sales and Sales management processes
Attention to detail
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
Bachelor's/University degree, Master's degree preferred.

Pay & benefits

What you'll get

We work hard to have a positive financial and social impact on the communities we serve. In turn, we put our employees first and provide the best-in-class benefits they need to be well, live well and save well.

By joining Citi London, you will not only be part of a business casual workplace with a hybrid working model (up to 2 days working at home per week), but also receive a competitive base salary (which is annually reviewed), and enjoy a whole host of additional benefits such as:

· Generous holiday allowance starting at 27 days plus bank holidays; increasing with tenure

· A discretional annual performance related bonus

· Private medical insurance packages to suit your personal circumstances

The role

The Citi Investment Management (CIM) team is hiring for a high-impact commercial role responsible for driving Managed Investments sales and client engagement, and asset raising strategy across the EMEA region.

The Managed Investments Sales Lead - EMEA role requires a dynamic sales-focused professional with deep multi-asset product knowledge spanning both Public Markets and Private Markets.

The successful candidate will support business origination, partnering closely with Private Bankers and Investment Counselors covering sophisticated private banking clients whilst influencing regional product development and distribution strategy.

What you'll do

Work very closely with our Private Bankers and Investment Counselors across EMEA. Having a strong knowledge of public and private market investments and being comfortable with detail problem solving - to deliver market leading the client solutions. This person will be partner closely with the CPB Investments Teams, as well as directly with our clients.
Exhibit excellent sales and product skills
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 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
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behaviour, conduct and business practices, and escalating, managing and reporting control issues with transparency.