Portfolio Management Specialist

hace 5 días


León de los Aldama, Guanajuato, México Citi A tiempo completo

About Citi

Citi, a leading global financial services company, offers a wide range of consumer and corporate banking services.

Job Summary

We are seeking a highly motivated Portfolio Management Specialist to join our team. This role will involve providing customer service assistance and meeting sales targets for financial products and services within their assigned district or location.

Responsibilities

  1. Develop and implement sales plans to achieve all monthly and annual new asset referral targets;
  2. Interact with managers and directors to ensure ongoing communication regarding existing and future client needs;
  3. Develop and execute integrated sales and marketing strategies that are aligned to sales goals and support sales service activities;
  4. Ensure adherence to operational controls, including legal, corporate, and regulatory procedures, to ensure safety and security of client and bank assets;
  5. Monitor improvement of quality of investment consultant activities, including sales targets, referral targets, strict adherence towards compliance, branch huddles;
  6. Resolve client complaints and issues promptly and efficiently.

Requirements

  • 2-5 years of relevant experience;
  • Required licenses: Series 7, Series 63, Series 66, and Series 24 or 9/10;
  • Previous sales experience preferred;
  • Ability to communicate with all levels of management;
  • Extensive knowledge of financial and securities industry regulations;
  • Ability to work under pressure and manage deadlines or unexpected changes in expectations or requirements;
  • Effective problem-solving and decision-making skills;
  • Consistently demonstrates clear and concise written and verbal communication.

Compensation

The estimated salary for this role is $80,000 - $120,000 per year, depending on experience.



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