FX Counsellor at office of large US Private Bank
Pelham Select
il y a 1j

Role Description :

Citi Private Bank, offers a broad range of financial products and services to sophisticated clients around the globe.

Reporting to the Head of FX Sales and Structuring-Investments, the successful candidate will promote and market the Private Bank's FX business and offer tailored solutions to a portfolio of our ultra-high net worth clients.

The role combines direct client coverage along with generation of thematic offerings and providing market insight to CPB client-facing staff.

Daily responsibilities include :

  • Generate revenue by selling Foreign Exchange products to Private Bank clients
  • Provide relevant market updates and insight to clients
  • Price spot, forward, option contracts and FX derivative solutions
  • Calculate and monitor FX credit limit utilization
  • Coordinate with Relationship Managers and FX Sales in the development and implementation of new business initiatives for Foreign Exchange.
  • Call on clients throughout the CPB's target market to determine FX needs in order to ensure continuous account penetration and customer satisfaction.
  • Establish and maintain long-term relationships with Private Bank clients.
  • Maintain a thorough, in depth knowledge of the CPB's FX products and services, while keeping up to date on market news and events.
  • Develop a strong working knowledge of all marketplace offerings and the competitions’ strengths and weaknesses. Utilize this knowledge to effectively position the CPB in all relevant Industry events.
  • Monitor trends and developments in customer's businesses and in the financial services industry and recommend possible products, strategies and services that can enhance customer relationships, reduce customers FX risk, generate revenues for CPB, and retain and improve the CPB’s competitive position in the market.
  • Provide training to CPB staff in Foreign Exchange products to generate sales referrals.
  • Requirements :

  • Sales experience in the financial services arena
  • Excellent interpersonal skills to deal with both internal staff and external clients
  • Self-motivated
  • Excellent marketing skills to present our business to internal and external clients
  • Ability to overcome a steep learning curve
  • Natural interest in providing creative and practical solutions to problems
  • Ability to interpret market news and events and communicate relevant information to clients
  • Skills :

  • Excellent communication skills, written and verbal in English essential
  • Good knowledge of Microsoft Word and Excel and Access Database
  • Good organization, communication and presentation skills
  • Qualifications :

  • Accounting / Economics or Finance degree
  • Exceptional candidates who do not meet these criteria may be considered for the role provided they have the necessary skills and experience
  • Competencies :

  • Team player and willingness to learn
  • Ability to work to deadlines in a fast-paced environment
  • Strong attention to detail
  • Valuing Diversity : Demonstrates an appreciation of a diverse workforce. Appreciates differences in style or perspective and uses differences to add value to decisions or actions and organisational success

    Citi is an Equal Opportunities Employer

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