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Citi Group Alternative Specialist 
United Kingdom, England, London 
510417898

13.12.2024

Citi Wealth offers unmatched global reach, coupled with a full range of portfolio management and investment advisory services, an array of structured lending and banking services, as well as expertise from Citi's Markets and Banking division.

Responsibilities:

  • Educate Bankers and Investment Counselors to increase knowledge and proficiency in the alternative investments product area.

  • Act as internal product expert and execute marketing programs to drive net new investment sales within their coverage area. Help develop and manage pipelines for new business opportunities and support after sales servicing.

  • Understand and discuss current and historical market conditions across the globe in the context of alternative investments. Communicate complex technical details in a manner that is easily understood and consistent with the level of sophistication of the client or private wealth colleague. Influence a wide range of our private wealth personnel by applying expertise in alternative investments. Help Private Bankers and Investment Counselors to evaluate client profiles in terms of return expectation, risk appetite, time horizon, liquidity needs, etc. and recommend particular Investment products that satisfy the client needs. Present in internal meetings and conference calls on alternative investment product features and benefits, and launch new product offerings.

  • Attend client meetings with Bankers and participate in presentations and sales pitches as needed, including travelling across EMEA region.

  • Work in close partnership with the Alternative & Investment Manager Solutions (AIMS) team on product management, development and fund raising strategies. Identify product gaps or opportunities and recommend potential alternate products to AIMS team.

  • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citi, 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:

  • Extensive experience working with alternative investment products

  • IAD Level 4 (UK)

  • Prior Private Banking experience

  • Sales and relationship management skills including a track record of building successful relationships with internal partners and external clients.

  • Experience in delivering high quality service to complex individual or institutional clients

  • Background in discretionary investment offering preferred

  • Self-starter with creative problem-solving skills.

Education:

  • Bachelor's/University degree, Master's degree preferred

FCA and PRACertification Regime.

The Certification Regime is one element of the Individual Accountability Regime whichcame intoeffect on 7 March 2016.

Under the Certification Regime, CitiUK regulated(Citi entities)

Under the guidance provided by the FCA and PRA, firms should have regard to the following when assessing fitness and propriety:

  • integrityand reputation

  • Financial soundness

  • Competence and capability

In order tocomply withthe requirements of the Certification Regime, Citi entities must take reasonable care to ensure that an employee does not perform a Certified Role without first being certified as Fit and Proper. For this reason, you will be assessed for this role against the Fit and Proper requirements, as described above.

This assessment will be carried out through extensive interviews, self-disclosures,criminal record checks,reference checks, credit checks and other background

Private Client Product ServicesInvestment Managed Sales


Time Type:

Full time

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