The Field Sales Intmd Officer is an intermediate position responsible for providing customer service assistance and meeting sales targets for financial products and services within their assigned district or location, in coordination with the broader Consumer Sales team. The overall objective is to utilize a wide range of product knowledge to build relationships with clients in order to recognize which financial products and services meet their needs.

Responsibilities:

Develop and implement sales plans to achieve all monthly and annual new asset referral targetsInteract with managers and directors to ensure ongoing communication regarding existing and future client needsDevelop and execute integrated sales and marketing strategies that are aligned to sales goals and support sales service activitiesincluding legal, corporate, and regulatoryEnsure adherence to operational controls, including legal, corporate, and regulatory procedures, to ensure safety and security of client and bank assetsMonitor improvement of quality of investment consultant activities, including sales targets, referral targets, strict adherence towards compliance, branch huddlesResolve client complaints and issues promptly and efficientlyAppropriately 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 experienceRequired licenses: Series 7, Series 63, Series 66, and Series 24 or 9/10Previous sales experience preferredAbility to communicate with all levels of managementExtensive knowledge of financial and securities industry regulationsAbility to work under pressure and manage deadlines or unexpected changes in expectations or requirementsEffective problem-solving and decision-making skillsConsistently 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.

Función: Gestión de cartera de clientes de Banca Patrimonial

Requerimientos:

AMIB FIG 3 vigente (Indispensable)Licenciatura Económico-administrativaExperiencia en manejo de clientes y gestión de carteraActitud de servicio, persuasiónExperiencia en sector financieroExperiencia en asesoría de inversiones

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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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