[Citigroup]

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
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Email: jobs@advanse.co.uk