The Salesperson also serves as an intermediary in trading for clients to create insurance product and intermediary on derivative / reinsurance solution to Japanese lifers. The overall objective of this role is to act as strategic advisor to our clients by formulating Asset Liability Management, portfolio investment strategies, retail products strategy etc.
Responsibilities:
- Refine and implement sales/marketing strategy to improve Citi's client footprint and maximize associated revenue while working withmanagement/colleaguesto establish a clear marketing plan with defined priorities, market penetration and revenue goals
- Leverage contact network to understand client needs, introduce the Citi offering, and convince clients to adopt it to increase client satisfaction/Citi revenue
- Advise team in strategic positioning and closing transactions with various internal stakeholders (structuring, trading, legal, credit and risk etc.)
- Forge a relationship with salespeople in order to leverage Citi's franchise and source relevant buying and selling opportunities for clients
- Lead strong governance and controls
- Work in close partnership with control functions such as Legal, Compliance, Market and Credit Risk, Audit, Finance in order to ensure appropriate governance and control infrastructure
- Build a culture of responsible finance, good governance and supervision, expense discipline and ethics
- Appropriately assess risk/reward of transactions when making business decisions; demonstrating proper consideration for the firm’s reputation
- Be familiar with and adhere to Citi’s Code of Conduct and the Plan of Supervision for Global Markets and Securities Services
- Adhere to all policies and procedures as defined by your role which will be communicated to you
- Obtain and maintain allregistrations/licenseswhich are required for your role, within the appropriate timeframe
- 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:
- Sales experience at a financial services organization
- Proven interpersonal and problem-solving skills
- Consistently demonstrate clear and concise written and verbal communication
- Broad client relationships preferred
- Licenses : Class 1 of JSDA/証券外務員1種 required. Insurance Brokers/ 保険仲立人 preferred
- Language: Business level proficiency in English and Japanese required
Education:
- Bachelor's degree/University degree or equivalent experience
- Master's degree preferred
Institutional SalesInvestor Sales
Time Type:
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