דרושים Client Executive Relationship Sales Prime ב-Citi Group ב-אוסטרליה

This role may suit an individual with strong experience in Technology Product Delivery Management, Client Relationship Management and Service, Change Management and Program Management. The individual should have significant experience of Securities Services (Asset Management) particularly Custody and Fund Servicing with a broader of understanding of the entire Investment Lifecycle. The key responsibilities of this role are to:

Client Facing Solutions: Engage directly with clients in the financial services industry to understand their needs and develop tailored solutions.

Problem Solving & Solution Delivery: Identify client pain points, propose innovative technology-oriented solutions, and overs their implementation to ensure delivery of high-quality results.

Change Management: Lead change initiatives for clients, ensuring seamless transitions and the adoption of new technologies and processes.

Program Management: Drive program success from initiation through execution, ensuring that goals, timelines and deliverables are met.

Business Re-Engineering: Partner with cross-functional teams to analyze existing processes, identify inefficiencies, and design technology-driven enhancements. You will need to develop a deep understanding of Citi’s internal products, architecture, and capabilities to define the most effective end to end solutions for clients aligned with Citi’s strategic objectives.

Technology Focus: Stay up to date with industry technology trends and integrate relevant innovations into client solutions and internal process.

: Define, design, and deliver end-to-end solutions that are scalable, sustainable, and meet both business and technical requirements.

Basic Qualifications

• Demonstrated experience in the Investment Banking or Asset Management industries, preferably in Custody, Fund Services, ETF Servicing, Transfer Agency, FX, Securities Lending or Middle Office areas.
• Ability to drive holistic operational processes and cross product technical solutions across product areas.
• Demonstrated client-facing experience with a concentration on technical relationship management and technical program delivery with proven success.
• Proven Project management skills focused on technical solutions delivery.
• Operate with a product and solutions mindset.
• Excellent stakeholder management skills, with the ability to build and maintain strong relationships with senior-level stakeholders, both internally and externally.
• Must possess highly professional presence. Excellent communication and relationship-building skills.
• Must possess ability to lead working sessions and senior client presentations. Ability to drive consensus and manage differing points of view with composure.
• Demonstrated experience of leading and participating in continuous improvement initiatives relating to client delivery and problem management.
• Experience in discussing and presenting complex technical ideas to stakeholders with varying levels of technology background.
• Ability to plan and host key reviews with clients, managing the agenda and ensure both Citi and the client views are represented.
• Ability to manage cross-organizationally without direct reporting lines, effectively influencing and leading teams to achieve business objectives as an individual contributor.

Preferred Qualifications

• Proven ability to handle multiple streams of intense activity in a fast-paced technology environment.
• Ability to critically analyze data and processes to identify issues, root causes and corrective actions.
• Strong organizational skills - for self and with the ability to get the best from others.
• A delivery-focused approach with a high level of attention to detail.
• Demonstrated ability to manage multiple, strategic client relationships in a client facing role.
• Familiarity with big data concepts, data integration platforms such as Snowflake and APIs is a plus.
• Knowledge of Aladdin platform, including its capabilities and workflows preferred.
• Innovative and creative thinker and problem solver; able to generate new ideas; forward-thinker; thought-leader.
• Strong attention to detail, follow-through and results oriented.
• Familiarity with digital transformation and enterprise solutions.
• Experience with agile methodologies and tools.
• Honed consulting, influence, and negotiation skills to achieve desired outcomes. Be able to travel about ~20% of the time.

• Bachelor’s/University degree or equivalent experience, potentially Masters degree.
• 10 years’ experience working within Technology, Operations or Client-facing activities.
• 3+ years financial services experience, preferably in Securities Services.
• Degree-educated; either in a financial discipline or else IT.

Time Type:

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Job Purpose:

You will play a pivotal part in helping to support the lifecycle of a trade. Working closely with Business partners, Clients and internal stakeholders to ensure all transactions flow through our front to back Operations teams, with no issues.

You will develop a broad and detailed understanding of the organization’s landscape, culture, processes and Technology.

You will have the opportunity to recommend creative suggestions on how to improve processes to minimize losses from failed internal processes, inadequate controls, and emerging risk better serve our clients

based inSydney, Australia. Being part of our team means that we’ll provide you with the resources to meet your unique needs, empower you to make healthy decision and manage your financial well-being to help plan for your future. For instance:

• Citi provides programs and services for your physical and mental well-being including access to telehealth options, health advocates, confidential counseling and more. Coverage varies by country.
• Citi provides access to an array of learning and development resources to help broaden and deepen your skills and knowledge as your career progresses.
• We have a variety of programs that help employees balance their work and life.

In this role, you’re expected to:

• Own and manage the post-trade Operational relationship for a portfolio of Australian Clients ​
• Ensure client queries are acknowledged, investigated, and resolved within expected timeframes in line with CITI standards.
• Provide operational solutions and remediations to eliminate /reduce client or Citi pain points & manual touch-points
• Provide clients with clear and concise updates relating to (market events, delays, or technology issues)
• Partner with the Sales, Client Executives, look to understand the front to back needs of our clients with the aim of providing them with the most optimal client experience.
• Conduct regular Client visits and engage in Citi-client operational relationship reviews to obtain insights on improvement areas
• Initiate and drive value-add with strategic partnerships, advisory publications and seminar events​
• Partner with the sales and prospective clients to outline CITI client offering to drive further business growth
• Perform analytics to review client performance, make suggestions on how to optimise the clients flow through system and client analysis.
• Understand the product and regulatory environment impacting our client portfolio base along with the group procedures and CITI policy’s.
• Provide support when required to global clients to the franchise during Australia market hours

Essential Requirements:

• 5+ years of relevant client facing experience
• Experience in Financial Organization i.e. Investment Banking / Investment Management / Hedge Fund / Exchange
• Market expertise, in at least one of the following Listed derivatives, OTC Clearing/Futures, Prime brokerage, Equites etc.

Client & Relationship Focus:

• Proven experience managing and expanding client relationships in Australian financial services, particularly with institutional equities trading clients.
• Demonstrated ability to grasp client needs, proactively address issues, and provide top-tier service in a dynamic environment. Excellent communication and stakeholder management skills, including conducting client meetings and operational reviews.
• Demonstrated ability to build strong working relationships with internal teams (Sales, Client Executives, Prime Brokerage, Technology) for a seamless client experience.

Operational & Market Expertise:

• Strong understanding of the Australian equities market, including trading operations, regulations, and industry best practices. In-depth post-trade operations knowledge (clearing, settlement, custody, corporate actions).
• Proven ability to investigate and resolve operational issues efficiently, minimizing client impact. Familiarity with trading and post-trade technology platforms used in the Australian market.

Analytical & Problem-Solving Skills:

• Strong analytical and problem-solving skills, with the ability to analyze client data, identify trends, and develop solutions to improve operational efficiency and client experience. Proficiency in using data analysis tools and techniques.

Preferred Qualifications:

• Bachelor's degree in a relevant field (e.g., Finance, Business, Economics).
• Understanding of Australian financial services regulatory requirements and risk management principles and relevant industry certifications (e.g., Securities Institute of Australia qualifications).
• Market expertise, in more than one of the following Listed derivatives, OTC Clearing/Futures, Prime brokerage, Equites etc.

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

Time Type:

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Able to work independently, good communication skills, has experience in working on complex and medium to large projects.

Role Overview/What will you do:

• Work within a global team of experienced FIX Engineers to establish and maintain connectivity from external clients to Citi FIX gateways.
• Communicate effectively with business, development, QA, infrastructure, and production support teams.
• Use technical skills to ensure business requirements are understood at all levels of delivery.
• Assist with troubleshooting and issue resolution across development, support, and technical business users.
• Establish strong working relationships across different technology areas (QA, Support, etc.).
• New client connectivity onboarding and certification
• Migrating existing connectivity from legacy platform to new as required
• 2nd line support for all FIX issues and Client Connectivity related
• Client onboarding for Equity, Futures & Options, Derivative and Rates businesses

Development Value:

• This role will offer an exceptional candidate who is looking to gain real Client Onboarding access experience, the opportunity to refine and grow a diverse connectivity skillset.
• Working as part of a close-knit team they will learn to collaborate efficiently and benefit from the breadth of the teams reach across asset classes and locations.
• This role is ideally suited for a very delivery focused technologist and someone looking to gain a lot of exposure to trading/sales, as well as the chance to work on cutting edge technology.

Key Skills and Experience required

• Solid 4-5 years relevant experience in FIX Engineering or systems analysis role
• Subject Matter Expert (SME) in FIX Protocol
• Familiar with networking fundamentals
• Good understanding of electronic trading and financial markets
• Experience in FIX client onboarding and certification projects
• Knowledge of Third Party Networks and EMS/OMS software vendors. (e.g., Fidessa, NYFIX, Bloomberg, TradingScreen, ITG etc..)
• Consistently demonstrates clear and concise written and verbal communication
• Prior experience with Aegis Client Simulator or other FIXtesting/certificationtools
• Experience with UNIX, SQL and XML

Added Skills:

• Demonstrates effective analysis and problem solving.
• Good Analytical and Project Coordination skills
• Excellent verbal and written communication skills.
• Ability to prioritize work load and meet multiple project deadlines.
• Ability to adapt to a dynamic work environment and make independent decisions.
• Relationship Management - Ability to deal with a range of external parties, stakeholders, and business groups with varying levels of seniority.

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

Time Type:

The Senior Executive Assistant provides support to another individual or group of individuals by handling correspondence, managing calendars and appointments, arranging conferences and conference calls, making travel arrangements and providing other administrative tasks.Responsibilities:

• Directly supports a C16 / C15 level manager and generally supports an entire department
• Manages day to day calendar(s) of senior management
• Coordinates all aspects of executive level manager appointments, meetings, receptions and conference calls
• May prepare and review materials and correspondence for meetings
• Assist with creation/modification of presentations, spreadsheets, and other various documents
• Coordinates travel arrangements; prepare and distribute schedules/agendas for travel
• Prepares, reconciles, and tracks expense reports through Travel and Entertainment Expense system
• Orders supplies and process invoices through Procure to Pay system
• Process and follow-up on Virtual Requests
• Assists in ad-hoc reports special projects as needed
• Trains, coaches or guides other administrative staff when required
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:

• Previous office administration experience preferably within a large and complex financial services or similar organization
• Highly proficient in Microsoft Office
• Consistently demonstrates clear and concise written and verbal communication skills
• Demonstrated ability to quickly gain command of new systems
• Self-motivated and detail oriented

Education:

• Bachelor's/University degree or equivalent experience

• Provide administrative support to Business Manager various tasks including floor plans, events, presentations etc
• Provide support to Relationship Associates in relation to client related administrative tasks

Time Type:

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This role is based in Sydney, and will be responsible for managing primarily the Australia based clients who are trading and clearing onshore Australia and all global exchanges.

Key Responsibilities:

• Know Your Client – Structure, Strategies, and Service needs.

• Accountable for client profitability; revenue growth and ensure adherence with Service Level Agreements

• Accountable for day-to-day service and client satisfaction, including risk management and timely escalation

• Perform regular client reviews to determine overall client satisfaction and coordinate the response to client concerns

• Drive continuous enhancement of Citi products and services across Australia's Futures and Prime Franchise

• Understanding the client wallet, driving organic growth and the identification and execution of cross sell opportunities including Equities Prime brokerage and Electronic Execution business.

• Work in close partnership with control functions such as Legal, Compliance, Market and Credit Risk, Audit, Finance to ensure appropriate governance and control infrastructure for Futures Clearing Product

• Build a culture of responsible finance, good governance and supervision, expense discipline and ethics

• Manage overall liquidity of the business e.g., effective margin management across CCPs, manage investments and reduce overall business borrowing needs

• Driving all aspects of interest income and associated costs including detailed understanding of balance sheet, RWA, Capital, GSIB and reducing working capital costs

• Represent Citi in various engagements with external stakeholders including: CCPs, trade organizations, exchanges, and vendors

Knowledge/Experience:

• Extensive prior experience in one or more of Futures, OTC Clearing and FXPB is essential.

• A good cross product knowledge covering, equities, fixed income, FX, Derivatives, Electronic Trading and Swaps. Should cover trading, market regulations.

• A strong understanding of the regulatory, risk and control environment impacting our business.

• A good understanding of global markets, including Market Regulations, Investment Limitations and Operational/Settlement Procedures.

• A good understanding of mega banks, regional banks, asset managers, insurance and hedge fund investment style.

• A knowledge with IT infrastructure supporting financing products

Skills:

• Self-motivated with strong organizational skills.

• Excellent written and verbal communication skills and the confidence to handle external meetings and discussions with Clients.

• Attention to detail and the commitment to deliver an excellent service to a demanding global client base.

• Advanced analytical skills, as well as the ability to break down problems and proactively own the problem by recommending and/or implementing solutions.

• The ability to multitask and constantly assess and change priorities in line with the demands of the business and Client base.

• Willingness and motivation to maintain a steep learning curve, keeping in tune with the business, client demands and global market developments.

• Client management

• Market analysis and risk management capability

• Business driven individual willing to work on the business holistically

Qualifications:

• More than 10 years of relevant experience

• Previous experience in the financial industry preferred

• Proven analytical and organization skills

Education:

• Bachelor's degree/University degree or equivalent experience

Time Type:

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Job Background/context:

• The Senior Administration Assistant provides support to sector head analysts and junior analyst staff by handling correspondence, managing calendars and meetings, arranging conferences and conference calls, handling all client related presentations & making travel arrangements and providing other administrative tasks

Key Responsibilities:

• Executive Administration support to Research Directors, Vice Presidents and Associates
• Extensive diary management of senior management including CI calendar and Outlook diary management
• Travel Management; booking domestic and offshore travel in compliance with Citi’s Expense Policy as well as coordinate complex travel itineraries and schedules
• Onboard Industry Experts in accordance with the excerpt policy; draft engagement letters for legal sign off, liaise with experts for signing and process of payment
• Onboard suppliers and process invoices through Procure to Pay
• Coordinating domestic and international marketing trips and roadshows, draft and send invite flyers
• Ensuring all Client Insight meetings and client activities are correctly captured into the Velocity/CRM systems for analyst and client interaction recording
• Key contact for Research Access issues, assisting corporates and clients who are having issues receiving Research reports
• Manage the Government Official Register
• Updating CRM systems to ensure key stakeholder details are up to date
• Undertake ad-hoc projects for analysts and senior management including data management for analyst models and uploads
• Coordinate new hire set up and on-boarding
• Equipment set up; facilitate video conferences and presentations
• Assisting the Australia Corporate Access team:
  • Manage Citi’s Reporting Season Briefings; liaise with ASX listed companies to coordinate their result roadshow and ensuring that their target investors have been included on 1:1 meetings and group events. Manage the entire process, entering the events in velocity, liaising with sales and research with flyers and invitations, correspond with key institutional clients, track and record RSVPs, manage attendees, event management, catering, room bookings, AV and presentations
  • Global Analyst Roadshows into Australia; set up velocity schedules, create invitation flyers and coordinate with sales to manage meetings and rsvps
  • Citi’s 30 & Investor Briefings; creating velocity event, invitation flyers and work with sales for meetings
  • Onboard Industry Experts in accordance with the excerpt policy
  • Australia & New Zealand Investor Conference; manage complex Global Analyst Schedules
  • Admin support to the corporate Access team; room bookings, ABPA requests and manage guest lists
  • Upload corporate access events and webcasts to CitiVelocity and Citivelocity "Webcast Create and Manage”
  • Assist with Analyst-led Corporate Access initiatives, including Domestic Corporate Meetings (physical and Virtual), Domestic Site Visits and Offshore Roadshows.
  • Assisting with logistics arrangements for Large Group Client Events including ‘End of Year REIT lunch’, Melbourne IR Lunch.

Knowledge/Experience:

• 5+ years previous administration experience, preferably within a large and complex financial services or similar organization
• Proficient in Microsoft Office; Outlook, Word, Excel and Powerpoint

Time Type:

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