The Salesperson is an intermediate-level position responsible for assisting clients in defining and implementing Derivatives / Synthetic transactions across the Equity products ecosystem. The AVP Salesperson also serves as an intermediary in trading for clients. The overall objective of this role is to act as strategic partner to our clients by aligning the Capital Market Products capabilities and clients objectives.
Responsibilities:
- Cover clients for listed and OTC options, exotics and Delta One products
- Contribute to content generation; proactively identify operational risks/ control deficiencies in the business; book trades and suggest initiatives for automation and improvement
- Refine and implement sales/marketing strategy to improve Citi's client footprint and maximize associated revenue while working with management/colleagues to establish a clear marketing plan with defined priorities, market penetration and revenue goals
- Leverage contact network to understand client needs, introduce the Citi offering, and convince clients to adopt it to increase client satisfaction/Citi revenue
- Advise team in strategic positioning and closing transactions with various internal stakeholders (structuring, trading, legal, credit and risk etc.)
- Forge a relationship with various salespeople and key partners in Global Equities, Commodities, Rates, FX, Macro and Credit in order to leverage Citi's franchise and source relevant buying and selling opportunities for clients, and to monetize the client franchise further
- Lead strong governance and controls
- Work in close partnership with control functions such as Legal, Compliance, Market and Credit Risk, Audit, Finance in order to ensure appropriate governance and control infrastructure
- Build a culture of responsible finance, good governance and supervision, expense discipline and ethics
- Appropriately assess risk/reward of transactions when making business decisions; demonstrating proper consideration for the firm’s reputation
- Be familiar with and adhere to Citi’s Code of Conduct and the Plan of Supervision for Global Markets and Securities Services
- Adhere to all policies and procedures as defined by your role which will be communicated to you
- Obtain and maintain all registrations/licenses which are required for your role, within the appropriate timeframe
- 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:
- 5-8 years of sales experience at a financial services organization
- Experience in a client-facing role working with the buy-side community
- Proven interpersonal and problem-solving skills
- Consistently demonstrate clear and concise written and verbal communication
- Adaptability, Customer Service, Critical Thinking, Detail-Oriented, Taking Initiative, Teamwork
- Broad client relationships preferred
- Must have or be able to obtain required licenses including Series 3, 7, 55 and 63
Education:
- Bachelor's degree/University degree or equivalent experience
- CFA Preferred
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Job Family Group:
Institutional Sales
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Job Family:
Investor Sales
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Time Type:
Full time
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Primary Location:
San Francisco California United States
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Primary Location Full Time Salary Range:
$150,000.00 - $175,000.00
In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
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Anticipated Posting Close Date:
Oct 01, 2024
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Citi is an equal opportunity and affirmative action employer.
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.
Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. 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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