Managed Investments Sales Lead

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.

Responsibilities:

• 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.

 

Qualifications:

• 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

 

Education:

• Bachelor's/University degree, Master's degree preferred.

 

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

  · Employee Assistance Program

·         · Pension Plan

·         · Paid Parental Leave

·         · Special discounts for employees, family, and friends

·         · Access to an array of learning and development resources

Alongside these benefits Citi is committed to ensuring our workplace is where everyone feels comfortable coming to work as their whole self every day. We want the best talent around the world to be energized to join us, motivated to stay, and empowered to thrive.

Sounds like Citi has everything you need? Then apply to discover the true extent of your capabilities.

Candidates applying for this role must be aware that it is a Certified Role, subject to the FCA and PRA Certification Regime. 

The Certification Regime is one element of the Individual Accountability Regime which came into effect on 7 March 2016.  

Under the Certification Regime, Citi UK regulated entities (Citi entities) must ensure that employees working in certain roles categorised as specified significant harm functions (Certified Roles) are assessed as fit and proper to carry out their role.  

Under the guidance provided by the FCA and PRA, firms should have regard to the following when assessing fitness and propriety: 

·         Honesty, integrity and reputation 

·         Financial soundness 

·         Competence and capability 

In order to comply with the requirements of the Certification Regime, Citi entities must take reasonable care to ensure that an employee does not perform a Certified Role without first being certified as Fit and Proper. For this reason, you will be assessed for this role against the Fit and Proper requirements, as described above. 

This assessment will be carried out through extensive interviews, self-disclosures, permitted criminal record checks, regulated reference checks, credit checks and other background screening check

 

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Job Family Group:

Private Client Product Services

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Job Family:

Investment Managed Sales

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Time Type:

Full time

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

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

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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

 

If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.

View Citi’s EEO Policy Statement and the Know Your Rights poster.