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Financial Advisor

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Company: Citi

Location: San Juan, PR

Date Posted: August 25, 2014

Source: Citi

Reference Code: 14040515
Location: San Juan, San Juan, Puerto Rico
Education Level: Bachelor's Degree

Brief Description of the Organization
Citi, the leading global financial services company, has some 200 million customer accounts and does business in more than 100 countries, providing consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management. Additional information may be found at www.citigroup.com or www.citi.com.

Description

Objective:

Manage the entire offshore investment relationship with affluent non-resident alien clients. Investment Advisory, Executes and Fulfills trades referred to Fixed Income securities (Bonds, Structure Notes) as per client request. Execute and fulfills trades referred to Managed Products, consistent with Asset Allocation completed by the customer.

Responsibilities:

Advises, Executes, & Fulfills

Builds offshore business and deepens relationships through the execution of an effective sales process.

Create and ...

Reference Code: 14040515
Location: San Juan, San Juan, Puerto Rico
Education Level: Bachelor's Degree

Brief Description of the Organization
Citi, the leading global financial services company, has some 200 million customer accounts and does business in more than 100 countries, providing consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management. Additional information may be found at www.citigroup.com or www.citi.com.

Description

Objective:

Manage the entire offshore investment relationship with affluent non-resident alien clients. Investment Advisory, Executes and Fulfills trades referred to Fixed Income securities (Bonds, Structure Notes) as per client request. Execute and fulfills trades referred to Managed Products, consistent with Asset Allocation completed by the customer.

Responsibilities:

Advises, Executes, & Fulfills

Builds offshore business and deepens relationships through the execution of an effective sales process.

Create and organize a sales plan designed to acquire new target clients - Generate leads and grow the business through active calling new potential customers.

Assess customer needs including asset allocation, makes recommendations to meet all their financial needs.

Solicits clients actively via telephone, mail, referrals, etc.

Negotiates transactions ensuring Citigroups profitability standards.

Maximizes the number of accounts per customer by attracting new business from the clients.

Sponsors client/prospect events to expand their awareness or knowledge.

Interfaces with other business groups on sales lead opportunities.

Meets acquisition, and portfolio goals.

Ensures current and prospective customers have a consistent, superior experience.

Principal Responsibilities

Introduce customers to Citi Personal Wealth Management / CIFS.

Provide financial advising to offshore clients.

Executes brokerage, credit transactions and non-traditional actions to service accounts.

Transforms service transactions into enhanced customer relationships.

Administrative and Compliance

Complies with Citi Personal Wealth Management / CIFS and regulatory policies and procedures to ensure the safety and security of banks and customer assets.

Ensure Compliance with securities and banking regulations in the U.S. as well as Citigroup policies.

Ensure that all trades are in compliance with the appropriate suitability requirements.

Qualifications

NASD License Series 7

Bachelor Degree Required

Master degree preferred

7+ yrs sales experience, including 5+ years investment sales experience.

7+ yrs sales experience dealing with an offshore target market customer base (e.g. Private Banking, Citigold) preferable.

o Acquaintance with IPB knowledge on products, systems, and compliance is preferable.

Superior sales/relationship building skills

Strong investment sales experience with financial planning orientation.

Superior interpersonal, presentation and communication skills.

In-depth knowledge offshore products and services

Comprehensive knowledge of the economic trend, competition, events and their potential effect on customer's finance.

Computer literate and advanced proficiency with Citibank's branch technology.

Handling of difficult customers.

Knowledge of compliance and control issues.

Bilingual English/Portuguese (verbal and written).

Above average ability to sell and explain financial instruments to an English speaking audience.

Ability to teamwork with local personnel to establish an effective acquisition channel.

Job ID: 14040515

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