Citigold Traded Investment Specialist

Citigold Traded Investment Specialist


Citigold Traded Investment Specialist

Details of the offer

Help Citi Wealth Management met its goals by providing expert financial market insight and advice across all asset classes to HNW (CitiGold) clients. Reporting directly to Head of Traded Investments, here are some of your accountabilities:
Provide CitiGold customers with investment recommendations, trade ideas, and market updates
Grow and expand the Investment Specialist business with strong collaboration with CitiGold Relationship Managers
Provide customers with updates on fixed income, currencies, derivatives and markets
Regularly participates in client conference calls/meetings
Train CitiGold RM's on fixed income, currencies, derivatives and markets offering
Prepare and present Presentations/Seminars to CitiGold clients
Identify new customer acquisition opportunities and existing client growth opportunities, within portfolios
Provide support to CitiGold RM's to provide product & market expertise to assist in closing sales
Build solid working relationship with both internal and external stakeholders to achieve expected results

Degree qualification in Business/ Finance
RG146 qualified

5+ years Financial services industry experience
Extensive markets knowledge in investment, wealth management and treasury products
A proven track record in sales
Proven relationship management skills dealing with high net worth clients
Deep understanding of industry legislative and compliance regime
Mandarin and Cantonese proficiency (Essential)

When you work at Citi, you will be working for an organisation that truly has a global footprint and a powerful network that spans the globe. We celebrate individual ingenuity and use the diversity of our people in order to drive high performance. Through dedicated support, training and resources, we promote our talent and future leaders to bring about lasting and positive impact. Citi Australia is an Employer of Choice for Women and supports a flexible work environment.

Personal information (as defined in the Privacy Act 1988) will be handled in accordance with our Privacy Policy. Please see

Grade :All Job Level - All Job FunctionsAll Job Level - All Job Functions - AU
Time Type :Full time

Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

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 CLICK HERE .

To view the "EEO is the Law" poster CLICK HERE . To view the EEO is the Law Supplement CLICK HERE .
To view the EEO Policy Statement CLICK HERE .
To view the Pay Transparency Posting CLICK HERE .

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