Expoint - all jobs in one place

מציאת משרת הייטק בחברות הטובות ביותר מעולם לא הייתה קלה יותר

Limitless High-tech career opportunities - Expoint

Citi Group AVP Account Manager Securities Services ADR ’ 
United States, New York, New York 
383105274

30.07.2024

Responsibilities:

  • Own and orchestrate all aspects of depositary receipts relationship for a defined portfolio of clients

  • Develop and maintain relationships at key accounts with key decision makers, influencers and budget approvers, including executive sponsors

  • Analyze and understand the client relationship and revenue profile; develop a client plan for client retention and monetization in conjunction with Account Management senior team members

  • Conduct account planning; monitor clients being aware of key renewal dates

  • Take ownership and be accountable for ensuring client growth and satisfaction, as measured by renewal growth, successful management of corporate actions and other key depositary receipt related events

  • Identify opportunities for further development with key clients

  • Collaborate effectively with internal and external colleagues to build a best-in-class customer experience with the goal of making every customer a promoter of our products

  • Build and maintain a strong knowledge of the product suite, stay abreast of market developments

  • Assist with the facilitation and coordination of corporate actions such as dividend coordination, proxy/AGM coordination, execution of the employee option plan arrangement etc in relation to a defined portfolio

  • Support clients’ investor relations activities to enhance visibility to institutional investors and liquidity of client programs

  • Maintain a strong control environment on aspects related to client servicing

  • Identify opportunities to make processes more efficient

  • Support sales organization in winning new business; participate in pitches as needed

  • Participate in ad-hoc special projects related to portfolio management

  • Provide analytic support for the portfolio of ADR issuers across regions.

  • Compile, maintain and distribute required reports to support the business on a regular basis

  • Proactive coverage of data requests for senior management and sales colleagues as requested

Knowledge/Experience:

  • Minimum 3 years of work experience in Financial Services industry and/or Account Management

  • Strong presentation and negotiation skills

  • Flexible and willing to adapt to different environments

  • Financial analysis skills, including abilities such as quantitative analysis, and forecasting techniques beneficial

  • Project Management experience would be beneficial

  • Understanding of capital markets or investor or banking industries

  • Experience in team-work as well as Individual contributor

Skills/Competencies:

  • Highly motivated self-starter, resourceful, able to perform well under stressful conditions, flexible, team worker and able to take direction well

  • Highly organized and able to manage complex tasks

  • Strong attention to detail

  • Proven interpersonal skills

  • Team player with ability to evidence leadership, credibility, and build consensus

  • Excellent oral and written communication skills

  • Ability to understand big picture and client needs

  • Ability to analyze capital market trends

  • Financial planning and budgeting skills

  • Excellent PC skills with specific emphasis on project management tools including Excel, MS Access, Power-Point

  • Fluent in English

  • Ability to speak a foreign language is a plus

Education:

  • Bachelor's degree/University degree or equivalent experience

Institutional SalesInvestor Sales

Full timeNew York New York United States$98,960.00 - $148,440.00



Anticipated Posting Close Date:

Aug 02, 2024

View the " " poster. View the .

View the .

View the