Citi Group IPB - Wealth Planning Manager 

Singapore, Singapore 

163636968

Whether you’re at the start of your career or looking to discover your next adventure, your story begins here. At Citi, you’ll have the opportunity to expand your skills and make a difference at one of the world’s most global banks. We’re fully committed to supporting your growth and development from the start with extensive on-the-job training and exposure to senior leaders, as well as more traditional learning. You’ll also have the chance to give back and make a positive impact where we live and work through volunteerism.

Shape your Career with Citi

· We believe all parents deserve time to adjust to parenthood and bond with the newest members of their families. That’s why in early 2020 we began rolling out our expanded Paid Parental Leave Policy to include Citi employees around the world.

· We empower our employees to manage their financial well-being and help them plan for the future.

· We have a variety of programs that help employees balance their work and life, including generous paid time off packages.

In this role, you’re expected to:

• Support sales delivery to our internal and external partners through dual delivery model in follow-up and responsiveness.

• Responsible for supporting internal and external growth initiatives communicated to team.

• Responsible for dissemination of communications.

• Provide support on increasing and capturing cross sell opportunities.

• Increase efficiencies of daily sales and operational activities.

• Responsible for reporting sales results and reasons for successes.

• Support sales executives with specific business initiatives; create, lead and advise on sales and product training; and support growth of sales.

• Liaise between sales teams and branches on initiatives.

• Represent sales on the development of strategies and programs to effectively partner with the bank.

• Responsible for partnering sales leadership to deliver activities, programs and promotions on monthly sales and marketing calls.

• Liaise with partners to develop marketing opportunities to maximize growth in sales and customer acquisition, retention and satisfaction.

• Work in coordination with sales executives in creating, driving and supporting business plans and initiatives.

• 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.

As a successful candidate, you’d ideally have the following skills and exposure:

• 2-5 years of relevant insurance sales experience in banks or insurance brokerage

• Previous banking experience or insurance brokerage experience preferred

Take the next step in your career, apply for this role at Citi today

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:

View the " " poster. View the .

View the .

View the