Sales Support Specialist (Analyst / Assistant Vice President)
A new role to support Commodities Sales across Singapore, Tokyo and Sydney. The Specialist will be based in Singapore and will focus on day-to-day support for Sales, including resolving issues around trade bookings, technology feeds, middle office, and operations queries, sending daily indicative pricing. In addition, the Specialist will support the KYC and onboarding process for sales across the region. Further, the Specialist will perform ad-hoc tasks to allow Sales to focus on clients and trade execution. The role will be MAS regulated.
The Sales Support Specialist is a developing professional role that independently handles most problems with some latitude to solve complex issues. This role integrates in-depth specialty area knowledge with solid understanding of industry standards and practices. It applies analytical thinking, data analysis tools, and methodologies, requiring attention to detail for judgments and recommendations based on factual information. Dealing with variable issues with broader business impact, this role has a moderate but direct impact on core business activities, influencing the effectiveness of its own team and related teams through service quality and timeliness. Additionally, this Sales Support role provides on-desk support to the sales force, focusing on improved client experience and sales efficiency. It requires technical product knowledge, an understanding of end-to-end infrastructure, and exposure to clients, internal stakeholders, control groups, and senior leadership.
Responsibilities:
- Sales Support Associates will work with salespeople, client executives and clients to support all aspects of the client and sales lifecycle
- Assist sales by coordinating internally and support in preparing materials ahead of client meetings, including supporting the development and upkeep of client presentations and marketing materials
- Support where required with client meetings with salespeople and client executives and document call reports in the appropriate systems
- Assist sales by tracking and helping execute on follow up items from internal and client meetings
- Support sales through the development and execution of client strategy and sales initiatives, including maintenance of associated reports
- Work with sales team members to keep CRM and other internal systems active and accurate
- Leading strong governance and controls
- Work in close partnership with control functions such as Legal, Compliance, Market and Credit Risk, Audit, Finance in order to ensure appropriate governance and control infrastructure
- Build a culture of responsible finance, good governance and supervision, expense discipline and ethics
- Appropriately assess risk/reward of transactions when making business decisions; demonstrating proper consideration for the firm’s reputation.
- Be familiar with and adhere to Citi’s Code of Conduct and the Plan of Supervision for Markets and Services
- 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.
- Support onboarding through cross-functional coordination, proactively driving interactions with partners firm-wide
- Pre-trade support to ensure clients are “Ready to Trade” (e.g., KYC, legal, onboarding & pipeline management/prioritization, Regulatory, tax, credit capacity and facility setup oversight)
- Support requests for proposals (RFP's), requests for quotes (RFQ's), and requests for information (RFI's)
- Serve as point of contact for all escalation (e.g., margin disputes, data discrepancies, settlement)
- Optimize processes through root cause analysis (e.g., client onboarding and trade execution)
- Re-engineering / automation of high impact processes to improve sales / client experience
Qualifications:
- 2-8 years relevant experience
- Knowledge of client onboarding procedures (KYC requirements, OFAC, etc.) and Experience in Client Relationship Management (CRM) system
- Excellent interpersonal skills related to client interaction, and internal team interactions
- Proficient with Excel, Word, PowerPoint
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Education
- Bachelors/University degree or equivalent experience
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
Institutional Sales
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Job Family
Institutional Sales Support
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Time Type
Full time
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Most Relevant Skills
Please see the requirements listed above. ------------------------------------------------------
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------
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