Monitors customers accounts and portfolios providing regular market updates and advice through regular calls and meetings,
Proactively seeks to establish and understand customers real needs and expectations,
Executes sales and investment strategies/activities effectively,
Helps customers build their wealth through Citibank's unique wealth planner and tracker,
Takes responsibility for resolving issues with customers portfolios,
Builds and develops relationships with customers e.g. through accompanying them at social/ lifestyle events,
Drives efforts in the team to identify and implement improved customer service behaviours (e.g. through active contribution during daily huddles).
Meets agreed service targets,
Sales:
Proactively makes appointments and meets with clients to establish their requirements,
Helps the customer understand which product or investment would best suit their needs, offering alternatives as appropriate,
Engages the support of specialists to provide technical advice to customers when necessary,
Networks with customers in order to create new business contacts,
Analyses trends in the local/niche market as well as customer profiles to identify potential sales opportunities,
Meets agreed sales targets,
Knowledge:
Keeps up to date with new banking products and services; their features, benefits and details,
Is up to date with compliance and operational procedures, Paperwork & Administration
Completes all paperwork and updates all systems accurately and in a timely manner,
Follows up with back office on customers applications etc.,
Responds to all client and internal emails in a timely manner Additional Duties as required,
Assists with other duties as required such as internal training, networking events and product seminars.
Qualifications
Skills
Inductive Reasoning Skills identify links between component parts; see how something fits into a wider system (e.g. identifying cross-selling opportunities, formulating holistic solutions). IT Skills Microsoft Office (Excel, Word), email.
Numerical Reasoning Skills understanding and drawing conclusions from financial information, performing simple calculations.
Verbal Reasoning Skills understanding and explaining written information e.g. product details etc.
Inductive Reasoning Skills - identifying links between component parts; abstract/concept
