Overview of Citi: Citi, a leading global financial services company, does business in over 100 countries, providing consumers, corporations, governments and institutions with a range of financial products and services. Our Markets and Banking business is a global leader in banking, capital markets, and transaction services, with a presence in many countries dating back more than 100 years. Citi enables clients to achieve their strategic financial objectives by providing them with cutting-edge ideas, best-in-class products and solutions, and unparalleled access to capital and liquidity. Citi is a leader in financial services technology, building and operating innovative systems that process millions of transactions and trillions of dollars daily.
Team/Function Overview: Global Portfolio Sales is part of the broader Foreign Exchange and Local Markets business within Citi's Institutional Clients Group (ICG), the business operates on a global 24-hour basis covering trading centers in Asia Pacific, Europe and North America. We provide Institutional Clients with a best-in-class electronic offering to facilitate their foreign exchange market information, trading, reporting and analytics requirements. Portfolio Sales Clients have access to our thought leaders for Research and Commentary through our award winning Citi Velocity portal.
Role / Position Overview: We are seeking a highly motivated candidate to join the EMEA Portfolio Sales team. The objective of Portfolio Sales is:
To enhance the coverage quality and experience of Portfolio Clients through the delivery of best-in-class electronic products and the use of analytics
To grow our overall eCommerce franchise and enable further focusing of resources towards platinum and priority clients through electronification.
The successful candidate will take on this role in Citi's offices in London and will work in partnership with product and sales groups to provide a high level of service leading to high degree of client usage of our electronic platforms.
Roll out of Portfolio Sales coverage model to the EMEA client franchise
Collaborate with internal Citi stakeholders including Trading, Sales, Product, Credit Risk, OandT to ensure smooth transition of the portfolio sales business
Eliminate business inefficiencies and progress the eCommerce penetration of the FX sales business
Provide an enhanced offering to Portfolio Clients by working with our content distribution team and design teams to provide value added service for our clients
Ensure continued monetization of the franchise
Demo of electronic trading platforms including CitiFX Velocity, CitiFX Pulse, other proprietary and multi-dealer platforms
Cross sell other eFX products where appropriate (NDFs, algorithmic orders, etc.)
Engage clients to better understand what products would enhance their execution experience, e.g.
Transaction Cost Analysis
Client Command Center
Straight Through Processing connectivity
Demo our proprietary research portal CitiVelocity.com; gather feedback on current content consumption (weekly emails, event specials etc.)
Regularly follow up with clients to gauge their satisfaction and to ensure successful continuous log in and trading
Promptly resolve and attend to client questions on electronic FX trading
Report metrics around key objectives
Work as part of a truly global team, and with world-class multi-award winning electronic platforms
First class business training from a well-established team
Gain experience in liaising with Trading, Sales and Technology Counterparts at the world's premier FX institution
Proven ability to operate in a complex matrix of stakeholders to achieve results
Prior experience extensive years working in a sales team
FX product knowledge, eFX knowledge a plus
Drives key business initiatives/programs
Drives or supports timely and quality delivery of issues and action plans.
Excellent interpersonal and communication skills
Ability to think clearly, analyze and resolve problems with good judgment
Displays a flexible attitude to work
Problem solving skills / analytical ability / creative approach
Essential university degree
Relevant years of experience
Experience and/or knowledge of financial and banking industry is a plus
Candidates applying for this role must be aware that it is a Certified Role, subject to the Certification Regime. The Certification Regime is one element of the Individual Accountability Regime which has come into effect on 7 March 2016. Under the Certification Regime, certain 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
Competence and capability
In order to comply with the requirements of the Certification Regime, certain 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, reference checks, credit checks and other background checks. If hired for this role, you will also be required to complete an annual declaration regarding your Fitness and Propriety.
By submitting your application, you acknowledge that you have read the information above and that you are applying for a Certified Role. You also agree to Citi carrying out any additional screening required, including permitted criminal record checks, reference checks, credit checks and any other background checks. The role is a 'Controlled function' CF as defined by the Central Bank Reform Act 2010 Regulations 2011.
Exceptional candidates who do not meet these criteria may be considered for the role provided they have the necessary skills and experience.
Demonstrates an appreciation of a diverse workforce. Appreciates differences in style or perspective and uses differences to add value to decisions or actions and organisational success.
Citi is an Equal Opportunities Employer
Internal Number: 5375509
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