Refine and implement sales/marketing strategy to improve Citi's client footprint and maximize associated revenue
Work with management/colleagues to 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 all registrations/licenses which 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:
10+ years of relevant experience
Experience in a client-facing role working with the buy-side community
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
Must have or be able to obtain required licenses including Series 3, 7, 55 and 63
Education:
Bachelor's degree/University degree or equivalent experience
Master's degree preferred
책임
전담 CE 로서 국내 기관 고객의 해외 증권 시장 투자 관련한 높은 수준의 Custody service 를 제공함
장기간 지속될 수 있는 고객과의 관계 구축을 위한 실행 계획 수립
고객의 니즈를 파악하고 새로운 비지니스 기회 모색을 위한 내부 관련 담당자들과 협업
비지니스 확장을 위해 내부 product 담당자들과 협업하여 시장 경쟁상황에 대한 정보 수집
Custody service 관련 계약서 등 문서 검토 및 필요한 내부 승인 취득
고객과 협의하여 Custody service 수수료율표(Fee schedule) 작성 및 적용
업무 성과 지표를 검토하며 실제 혹은 잠재적인 고객 이슈에 대해 적극적으로 고객과 소통하고 피드백 제공