Private Bank - Vice President, Investment Sales Lead Private Bank - Vice President, Investment Sales  …

in Hong Kong, Hong Kong, Hong Kong
Permanent, Full time
Last application, 31 Mar 20
in Hong Kong, Hong Kong, Hong Kong
Permanent, Full time
Last application, 31 Mar 20
Private Bank - Vice President, Investment Sales Lead
The Investment Sales Lead is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness.There are typically multiple people within the business that provide the same level of subject matter expertise. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family.

  • The successful candidate will work very closely with our Private Bankers and Investment Counselors. The person who fills this roll must have a knowledge of Investments including Mutual Funds. The successful candidate must be comfortable with detail problem solving - to create the client solutions. Preferably, this candidate will be someone with in depth knowledge of the various hedge fund strategies both international and domestic. This person will be in constant contact with CPB Investments Teams as well as directly with our clients. Good sales and product skills are required, also a high degree of professionalism - client service is equally important as new business development. Often solutions require coordinating negotiations with our client's in-house attorney and our CPB attorney regarding client agreements.
  • Participate in relationship review meetings with bankers and clients to explore investment management needs
  • Respond to banker team leads for sales opportunities - first interviewing banker team - then speaking to the client
  • Delve into needs with clients - analyze their alternative investment needs, craft solutions and present recommendations in written proposals
  • Ensure that solution is implemented, remain in contact with client - look for add on business
  • 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.
  • 6-10 years of experience
  • Excellent sales skills - ability to demonstrate online systems to clients and prospects
  • Knowledge of Investment products
  • Attention to detail and good follow-up skills
  • Excellent written, listening and verbal communication skills
  • The ability to effectively deal with people at all levels - internal as well as clients, excellent interpersonal skills
  • Bachelor's/University degree, Master's degree preferred
Fluency in Cantonese and Mandarin preferred.
Grade :All Job Level - All Job FunctionsAll Job Level - All Job Functions - HK------------------------------------------------------
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