Вакансия: Citigold Private Customer Portfolio Counselor

Город, регион, страна: Москва, РФ (населённый пункт) места работы.

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Компания: АО Citibank (организация, фирма, ИП);

Логотип (бренд, торговая марка, эмблема) компании (организации, фирмы, ИП): АО Citibank

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Дополнительное описание вакансии:
Citigold Private Customer Portfolio Counselor Position objective: Client advisory through portfolio review; AUM growth; Provision of investment products and solutions. Principal responsibilities: Develop wealth plan through comprehensive wealth management advisory and solutions to Citigold Private Clients: Development of internal and client oriented publications to ensure superior investment advise and it’s quality; CPC PC’s goal is to develop an integrated wealth plan according to client’s needs, goals and risk-reward profile; Implement wealth plan through construction of investment portfolio Manage and review investment to ensure that portfolio is tracking towards wealth plan; Provide insurance, estate / trust advisory with various specialists to ensure plan integration; Deepen client engagement through holistic wealth advisory and education: Comprehensive portfolio reviews; Active portfolio management to involve deeper client participation and engagement; Active participation and involvement of wealth / investment seminars / workshop and life-style activities; Drive the usage of Wealth Planning tools; Actively participate in client events. Provide tailored wealth management advice to HNWI: Introduce various financial products and educate customer on products; Formulate internal quarterly portfolio and product strategy for clients; Determine wealth solution gaps and work with CPC RMs to develop solutions; Build and share wealth advisory best practices with RMs and other specialists so as to achieve effective clientcentric advisory; Coach and guide RMs in developing their wealth advisory practice. Follow Citibank CM service standards: To support CPC customers in relation of product overview and macroeconomic updates; To provide CPC customers with a unique level of VIP service, flexibility and priority; To identify customer needs and provide efficient solutions; Provide regular investment updates especially if portfolio is managed actively; Offer portfolio reviews upon customer risk-profile change; To use every opportunity deepen the customer relationship; To handle effectively and follow-up any additional requests by CPC customer on market updates; Establish cooperative relationship with CPC RMSegments Heads, CPC Sales Head and other business partners to ensure efficient high quality service and product delivery and fulfillment. Adhere to bank operations requirements, policies and procedures: To be certified in compliance with FFR or to pass the FFR certification within the first 3 months of hire; To meet compliance requirements with regard to branch procedures, regulations, relations, and communication with customers, sales process, and service of customers; To check the originality of customer's signature and to verify in accordance with internal procedures on different types of documents provided by customer or his/her empowered representative; To keep carefully all material assets, which are needed for daily work, the rules of their transfer and return that are regulated by respective procedures; To comply with branch security and risk requirements, maintaining accurate procedures to ensure the quality of operational performance of the Branch. To comply with information security policy, including CM information requirements are strictly adhered to. Ensure constant self-development in the fields of knowledge and skills advancing : To pass respective tests, certifications, trainings in time and in line with standard requirements for the position; To know and refresh knowledge of Citibank’s procedures and RF Law in banking; To maximize knowledge by benefiting from product trainings offered by the bank. Key requirements: Knowledge/Experience: Financial market experience (10 years); Understanding of stock markets and investment products; Phd in macroeconomics is a plus; Experience in working with Bloomberg is a plus; Previous experience in investment product development or portfolio advisory is a plus. Qualifications: Higher education in Finance, Macroeconomics; MBA, CFA or studying abroad is an advantage; Experienced PC user; FSFR 1.0 Certificate. Skills: Outstanding sales skills; Fluent English; Advanced / Fluent Russian; Strong interpersonal and communicational skills; Excellent presentation and negotiation skills; Strong analytical skills; Strong problem-solving approach; Organizational and leadership skills. Competencies: Goal-oriented; Team player; High common knowledge; Proactive, self-motivated, willing to take responsibility; Able to work under pressure and meet deadlines; Quick learner; Creative, innovative with strong initiative.

Вакансия № 4-9588546 относится к сфере деятельности: "Банки, инвестиции, лизинг" » "Розничный бизнес".

Вы можете перейти к просмотру актуальных предложений работы выбранного населенного пункта с учетом сферы деятельности вакансии № 4-9588546: "Банки, инвестиции, лизинг в населенном пункте текущего места труда" » "Розничный бизнес в населенном пункте текущего места труда".

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