Responsibilities

Develop and implement sales plans to achieve all monthly and annual new asset referral targets

Interact with managers and directors to ensure ongoing communication regarding existing and future client needs

Develop and execute integrated sales and marketing strategies that are aligned to sales goals and support sales service activities

including legal, corporate, and regulatory

Ensure adherence to operational controls, including legal, corporate, and regulatory procedures, to ensure safety and security of client and bank assets

Monitor improvement of quality of investment consultant activities, including sales targets, referral targets, strict adherence towards compliance, branch huddles

Resolve client complaints and issues promptly and efficiently

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

2-5 years of relevant experience

Required licenses: Series 7, Series 63, Series 66, and Series 24 or 9/10

Previous sales experience preferred

Ability to communicate with all levels of management

Extensive knowledge of financial and securities industry regulations

Ability to work under pressure and manage deadlines or unexpected changes in expectations or requirements





Effective problem-solving and decision-making skills

Consistently demonstrates clear and concise written and verbal communication

Education

Bachelor's degree/University degree or equivalent experience

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

Deseable experiencia en el manejo de activos objeto de inversión, experiencia en la atención de clientes del segmento de Banca Patrimonial e Indispensable Certificación AMIB figura III

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Job Family Group
Consumer Sales

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Job Family
Field Sales

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Time Type
Full time

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_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 ( _._

_View Citi's_ _EEO Policy Statement ( _and the_ _Know Your Rights ( _poster.

Citi is an equal opportunity and affirmative action employer.

Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

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