Citi Private Bank, offers a broad range of financial products and services to sophisticated clients around the globe. Reporting to the Head of FX Sales and Structuring-Investments, the successful candidate will promote and market the Private Bank's FX business and offer tailored solutions to a portfolio of our ultra high net worth clients. The role combines direct client coverage along with generation of thematic offerings and providing market insight to CPB client-facing staff.
Citi Private Bank is a trusted advisor to the world's wealthiest, most influential individuals and families. Like Citi's government, institutional and multinational corporate clients, Citi Private Bank clients receive bespoke service and access to the best ideas and solutions tailored to their unique needs and aspirations. A part of Citi's Institutional Clients Group, Citi Private Bank offers a wide range of products and services covering capital markets, managed investments, portfolio management, trust and estate planning, investment finance and banking. Among its select clients are a third of the world's billionaires, many of whom are globally minded entrepreneurs with an expectation of an institutional level of service, who take advantage of Citi's holistic approach to wealth management. Citi Private Bank is represented by more than 1,000 private bankers, investment professionals and product specialists across a network of 90 offices in 33 countries and over 128 currencies worldwide, making it the most global private bank.
Generate revenue by selling Foreign Exchange products to Private Bank clients
Provide relevant market updates and insight to clients
Price spot, forward, option contracts and FX derivative solutions
Calculate and monitor FX credit limit utilization
Coordinate with Relationship Managers and FX Sales in the development and implementation of new business initiatives for Foreign Exchange.
Call on clients throughout the CPB's target market to determine FX needs in order to ensure continuous account penetration and customer satisfaction.
Establish and maintain long-term relationships with Private Bank clients.
Maintain a thorough, in depth knowledge of the CPB's FX products and services, while keeping up to date on market news and events.
Develop a strong working knowledge of all marketplace offerings and the competitions' strengths and weaknesses. Utilize this knowledge to effectively position the CPB in all relevant Industry events.
Monitor trends and developments in customer's businesses and in the financials services industry and recommend possible products, strategies and services that can enhance customer relationships, reduce customers FX risk, generate revenues for CPB, and retain and improve the CPB's competitive position in the market.
Provide training to CPB staff in Foreign Exchange products to generate sales referrals.
Sales experience in the financial services arena
Excellent interpersonal skills to deal with both internal staff and external clients
Excellent marketing skills to present our business to internal and external clients
Ability to overcome a steep learning curve
Natural interest in providing creative and practical solutions to problems
Ability to interpret market news and events and communicate relevant information to clients
Excellent communication skills, written and verbal in English essential
Good knowledge of Microsoft Word and Excel and Access Database
Good organization, communication and presentation skills
Accounting/Economics or Finance degree
Team player and willingness to learn
Ability to work to deadlines in a fast paced environment
Strong attention to detail
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.
Exceptional candidates who do not meet these criteria may be considered for the role provided they have the necessary skills and experience.
Valuing Diversity: 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: 5567402
eFinancialCareers is a career site specializing in financial services.