Citigold Executive (CG08)
The Citigold Executive will actively contribute to the success of one of our key business areas, CitiGold Wealth Management. The role will encompass acting as a Personal Relationship Manager & Investment Advisor to Bank’s high net worth clients.
Main Responsibilities:
- Relationship Management: being responsible for the total customer relationship with the bank. Create, implement and monitor a tailor-made wealth management strategy appropriate for customers’ financial needs. Assist customers to determine their investment objectives, develop their portfolio and suggesting suitable product alternatives, according to their investment profile. Identify and assist customers to cover professional and personal financial needs. Being fully informed and up to date on all financial and investment developments that may impact their clients.
- New Client Acquisition: create and organize sales plan designed to acquire new clients. Effectively manage leads to identify, prospect and convert target market clients.
- Ensure compliance with all legal and regulatory requirements in keeping with Citibank policies.
Required Skills:
- 2 to 5 years of experience, in relevant positions in financial services sector
- Strong sales ability
- Excellent communication and interpersonal skills
- Degree in Financial/Investment Management, Economics, Banking or relevant sciences (post-graduate degree will be considered an asset)
- Excellent knowledge of the English language
We offer:
- A dynamic and challenging environment
- Competitive salary & attractive benefits scheme
- Continuous development & training
- Challenging career prospects
Interested candidates, who have fulfilled their military obligations (where applicable) can:
REF CG08 |