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The Forex (FX) Advisor is an intermediate position responsible for providing customer service assistance and meeting sales targets for financial products and services within their assigned district or location, in coordination with the broader Consumer Sales team. The overall objective is to utilize a wide range of product knowledge to build relationships with clients in order to recognize which financial products and services meet their needs.
Responsibilities:
- Develop and implement sales plans to achieve all monthly and annual new asset referral targets.
Grow and expand CPC/Citigold Treasury business with strong collaboration with CPC/Citigold Relationship Managers
o Provide treasury investment recommendations, trade ideas and market updates for CPC/Citigold customers
o Review, advise and execute orders for FX and FX derivatives, Premium Account, Bonds and Structured Notes
- Interact with managers and directors to ensure ongoing communication regarding existing and future client needs.
- Develop and execute integrated sales and marketing strategies that are aligned to sales goals and support sales service activities including legal, corporate, and regulatory.
- Ensure adherence to operational controls, including legal, corporate, and regulatory procedures, to ensure safety and security of client and bank assets.
- Monitor improvement of quality of investment consultant activities, including sales targets, referral targets, strict adherence towards compliance, branch huddles.
- Resolve client complaints and issues promptly and efficiently.
- Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
- Qualifications and Requirements:
Minimum of 3 years relevant experience in research, treasury investment sales or trading in fixed income, currencies, equities and other treasury related products
External certification such as CFA or MBA is an added advantage
o Accreditation in CMFAS certificates – M1, M5, M6, M6A, M8 & M8A
Possesses strong interest in and understanding of economics and financial markets, particularly in fixed income, foreign exchange and equity market
o Possesses good interpersonal and communication skills
o Driven, self-motivated and able to work independently yet being a good team player, as well
Ability to work under pressure and manage deadlines or unexpected changes in expectations or requirements
- Required licenses: Series 7, Series 63, Series 66, and Series 24 or 9/10
- Education:
- University degree or the equivalent in professional qualification is preferred
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
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Job Family Group:
Consumer Sales------------------------------------------------------
Job Family:
Consumer Product Sales------------------------------------------------------
Time Type:
Full time------------------------------------------------------
Citi is an equal opportunity and affirmative action employer.
Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review .
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