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| Direct Investment Consultant Salary: Location: London Company: Citigroup Date posted: 11 Jul 2005 Direct Investment Consultant - Canary Wharf Company Information: Citigroup is the pre-eminent global financial services company. With some 200 million customer accounts, Citigroup does business in more than 100 countries, providing consumers, corporations, governments and institutions with a broad range of financial products, and services including corporate and investment banking, consumer banking, credit, insurance, securities brokerage and asset management. Citigroup’s Consumer Bank is a fast-growing retail bank with an expanding branch network and remote operations. The focus is on delivering superior customer service and world-class management of customers. To meet the growing needs, the UK Consumer Bank is launching a new relationship management division. The primary role of the division will be to understand the customers’ needs by maintaining a relationship with them, through continuous support and advisory offerings. This will be delivered mostly over the telephone. Purpose * Generate revenue streams through cross sell of Wealth Management and investment products to a telephone managed Citibank portfolio. * Source new client referrals from Citibank’s new relationship management division and calling programs with "acquired" clients * Delivery of the financial plan and achievement of the business objectives & Targets Dimension & Context * Report to Direct Investment Team Leader * Telephone Sales & Investment Advice * Location – Canary Wharf, London * Regulatory and compliance environment Core responsibilities * Provide a direct investment advice service to clients within a sales environment * Proactively meet customer needs by selling banking and investment products to existing and new customers from a Multi-tied offering * Source new target market clients that support the attainment of business objectives & targets * Acquire and apply product knowledge to satisfy client financial and investment needs. * Effectively manage referred clients to deliver financial targets * Act in accordance with all regulatory, compliance and KYC policies (both internal and external) and communicate to clients as appropriate * Adopt "hands on" approach to client contact and follow up * Develop and demonstrate in-depth knowledge and understanding of wealth management product set in order to match our products and services with client needs * Provide a first class level of service to ensure that clients are satisfied and continue to want to do business with Citibank. Additionally generate target market referrals as a result * Build productive relationships with referral sources, within new division, instilling a sense of teamwork and pro-activity with client referral * Coach & Develop Introducers to ensure quality of Leads referred is at the required standard * Pro-actively participate as a member of the Investment Consultant team contributing towards team targets and promoting teamwork Performance measures * Achievement of financial plan * Key Performance Indicators * Achieving revenue targets * Satisfactory internal control compliance reviews * Persistency rates/ level of client complaints Relationships * Clients * Branch sales & service staff * Head office personnel i.e. HR, Marketing, Finance, Credit, Legal & Compliance * Colleagues within Citigroup Qualifications * Educated to A level or equivalent standard. * IAC 3 / FPC 3 or industry recognised equivalent Experience, skills & knowledge * Customer service and sales skills * Demonstrated success in a wealth management sales background within a financial services company preferably within a retail Banking or call centre environment * Ability to research and aggressively source new business through own initiative * Broad based knowledge of financial products and services, financial markets and economic environments * Negotiation/influencing skills * Presentation skills * Communication skills * Knowledge of respective operational and regulatory environment For more information, please visit: www.hays.com/jobs/citigroup Additional Information Salary: Position Type: Permanent Ref Code: ADV318489AD6 How to apply Please upload your CV to the following URL for a fast response: http://www.advanse.co.uk/applyhere.asp?Ref=ADV318489TJ2 or email jobs@advanse.co.uk with ADV318489TJ2 as the email subject Contact: . . Job reference: ADV318489TJ2 Company name: Citigroup Telephone: Fax: Address: Email: jobs@advanse.co.uk |
