The primary role is to expand the high net-worth client base and balance sheet, by acquiring new-to-bank Citigold customers through external and internal referrals.
Responsibilities:
Responsible for execution of multiple production support functions to fulfill product requirements for clients.
Provides day-to-day client servicing, handle and provide timely resolution to client issues.
Completes all assigned tasks on a timely basis with minimal supervision.
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:
Min 2- 4 years of sales experience preferably in the financial services industry.
Either prior experience of acquiring high-net-worth clients (Priority Banking / SME Banking) or prior experience in investment products, such as, Mutual Funds, Insurance, equity, fixed-income (bonds) will be preferred.
Other Industry relevant sales experience such as real estate / Assets experience can be considered
Education:
Bachelor\'s/ Master\'s degree.
Job Family Group: Consumer Sales
Job Family: Branch Sales
Time Type: Full time
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Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
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