Citi Group GMM Southeast Region 

United States, Florida, Miami 

528815454

Responsibilities:

• Serve as member of the Ultra High Net Worth Regional Management team and the extended US Private Bank Management team.
• High-level responsibilities included full P&L oversight, staffing, strategic planning, and day-to-day management of the region.
• Operating results, customer effectiveness, risk management, technical proficiency, execution, professional standards, leadership, influence, shared ownership
• Serve as strategic partner with Citigroup Seniors to determine the best way to execute the Citi Private Bank strategic plan.
• Develop proactive sales and marketing strategies for different client segments.
• Accelerated sales revenue performance
• Participate and initiate client calls with sales force
• Develop strategy to expand business within the region
• Continuously track sales performance.
• Streamline sales processes to meet client needs.
• Help bankers sell and add value to the sales process.
• Manage expenses of sales team.
• Give client issues the highest level of priority.
• Actively assist bankers in assessing client needs and developing recommendations.
• Ensure clients are presented with a seamless integration of products and services that best meet their needs.
• Highly satisfied client base
• Minimal customer attrition
• Identify and initiate cross-referral opportunities.
• Influence and gain support across all levels of Citi Private Bank and Citigroup.
• Communicate risks and reduce exposure for the client and Citi Private Bank.
• Ensure 100% compliance on all regulatory requirements.
• Processes utilized are consistent with corporate compliance policies
• Ensure controls are in place to meet all audit requirements
• Build marketplace awareness of Citi Private Bank and communicate the value that Citigroup can bring to new clients and the community.
• Position Citi Private Bank as the provider of choice for UHNW Clients in the region.
• Recruit, select and develop staff with well-rounded skills and knowledge to ensure growth and development of "high end" client base.
• Ensure staff is well trained on Private Banking products and services and that the Team can effectively communicate the "Citi" value.
• Build social and community involvement by becoming an active participant in local events and becoming a well-known, trusted, and respected professional within the community.
• Achieve high levels of customer satisfaction for client base as client count increases.
• Quickly gain market share in regional market.
• Consistently recognize staff members for accomplishments and exceeding objectives.
• Build and maintaining a cohesive team that has the skills and characteristics to evolve into a High Performance Team.
• 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 well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.

Qualifications:

• 15+ years of experience
• Previously managed highly skilled sales force in Financial Services Extensive knowledge of investment management & derivative products Proven ability to manage against segmented (tiered) client base Demonstrated sales / acquisition performance
• US: Series 7&63 licenses

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

Anticipated Posting Close Date:

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