Citi Citigold Traded Investments Specialists in Sydney, Australia

  • Primary Location: Australia,New South Wales,Sydney

  • Other Location: Asia Pacific

  • Education: Bachelor's Degree

  • Job Function: Relationship Management

  • Schedule: Full-time

  • Shift: Day Job

  • Employee Status: Regular

  • Travel Time: No

  • Job ID: 16070773


Strategic Intent

Help Citi Wealth Management meet its goals by providing expert financial market insight and advice across all asset classes to HNW (CitiGold) clients.

Key Responsibilities

  • Provide CitiGold customers with investment recommendations, trade ideas, and market updates

  • Grow and expand the Investment Specialist business with strong collaboration with CitiGold Relationship Managers

  • Provide customers with updates on fixed income, currencies, derivatives and markets

  • Regularly participates in client conference calls / meetings

  • Train CitiGold RM’s on fixed income, currencies, derivatives and markets offering

  • Prepare and present Presentations / Seminars to CitiGold clients

  • Identify new customer acquisition opportunities and existing client growth opportunities, within portfolios

  • Provide support to CitiGold RM’s to provide product & market expertise to assist in closing sales

  • Build solid working relationship with both internal and external stakeholders to achieve expected results


Key Qualifications & Experience

  • Degree qualification in Business / Finance

  • RG146 qualified

  • 5+ years Financial services industry experience

  • Extensive markets knowledge in investment, wealth management and treasury products

  • A proven track record in sales

  • Proven relationship management skills dealing with high net worth clients

  • Deep understanding of industry legislative and compliance regime

  • Mandarin and Cantonese proficiency a MUST

When you work at Citi, you’ll be working for an organisation that truly has a global footprint and a powerful network that spans the globe. We celebrate individual ingenuity and leverage the diversity of our people in order to drive high performance. Through dedicated support, training and resources, we promote our talent and future leaders to bring about lasting and positive impact. Citi continues to be an Employer of Choice for Women and supports a flexible work environment.

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