Citi CitiSelect Traded Investment 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: 16070764


Strategic Intent:

  • Help Citi Wealth Management met its goals by providing expert financial market insight and advice across all asset classes to UHNW (CitiSelect) clients.

Key Responsibilities:

  • Provide CitiSelect (Ultra High Net Worth with complex financial needs)customers with investment recommendations, trade ideas, and market updates

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

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

  • Regularly participate in client conference calls and face to face meetings

  • Train and coach Citigold Executives on fixed income, currencies, derivatives and markets offering

  • Regularly present at key Citi Select client events and seminar

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

  • Provide product and market expertise to CitiGold Executives to assist with client enquiries

  • Form strong partnerships with key internal stakeholders to ensure business objectives and results are achieved

  • Adhere to compliance and quality standards, internal policies and regulatory obligations


Key Qualifications and Experience:

  • Degree qualification in Business/Finance

  • RG146 qualified

  • 10+ 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 desirable

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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