The Salesperson is a senior-level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team.
The VP Salesperson also serves as an intermediary in trading for clients.The overall objective of this role is to act as strategic advisor to our clients by formulating investment strategies and raising capital for clients.
Responsibilities:
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
連絡先ネットワークを活用して顧客のニーズを理解し、シティのサービスを紹介し、顧客にそれを採用するよう説得して顧客満足度とシティの収益を向上させます。
さまざまな社内関係者(構造化、取引、法務、信用、リスクなど)との戦略的ポジショニングと取引締結についてチームに助言します。
シティのフランチャイズを活用し、顧客にとって適切な売買機会を見つけるために、営業担当者との関係を構築します。
強力なガバナンスと管理を主導する
適切なガバナンスと管理インフラストラクチャを確保するために、法務、コンプライアンス、市場および信用リスク、監査、財務などの管理機能と緊密に連携します。
責任ある財務、適切なガバナンスと監督、経費規律と倫理の文化を構築する
ビジネス上の意思決定を行う際に、取引のリスクと報酬を適切に評価し、会社の評判を適切に考慮する
シティの行動規範およびグローバル市場・証券サービス監督計画を理解し、遵守する
あなたの役割によって定義され、あなたに伝えられるすべてのポリシーと手順を遵守してください
適切な期間内に、役割に必要なすべての登録/ライセンスを取得し、維持する
ビジネス上の決定を行う際にリスクを適切に評価し、適用される法律、規則、規制の遵守を推進し、ポリシーを順守し、個人の行動、行為、ビジネス慣行に関して健全な倫理的判断を適用し、透明性をもって統制上の問題をエスカレーション、管理、報告することにより、会社の評判に対する特別な配慮を示し、シティグループ、その顧客、資産を保護します。
資格:
6~10年の関連経験
バイサイドコミュニティと連携した顧客対応業務の経験
金融サービス組織での営業経験
実証済みの対人スキルと問題解決能力
明確かつ簡潔な書面および口頭でのコミュニケーションを一貫して示す
幅広い顧客関係が望ましい
シリーズ3、7、55、63を含む必要なライセンスを保有しているか取得可能であること
教育:
学士号/大学卒業または同等の経験
ビジネスまたは関連分野の修士号取得が望ましい
Job Family Group:
Institutional Sales
Job Family:
Investor Sales
Time Type:
Full time
Most Relevant Skills
Please see the requirements listed above.
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
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