Managed Investments Sales Lead

Managed Investments Sales Lead

Full-Time 75600 - 92400 £ / year (est.) Hybrid
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At a Glance

  • Tasks: Drive Managed Investments sales and engage with clients across EMEA.
  • Company: Join Citi, a leading global financial services company.
  • Benefits: Enjoy competitive salary, generous holiday allowance, and private medical insurance.
  • Other info: Hybrid working model and commitment to employee well-being.
  • Why this job: Make an impact in a dynamic role while collaborating with top professionals.
  • Qualifications: Sales experience and strong understanding of investment products required.

The predicted salary is between 75600 - 92400 £ per year.

The Citi Investment Management (CIM) team is hiring for a high-impact commercial role responsible for driving Managed Investments sales and client engagement, and asset raising strategy across the EMEA region. The Managed Investments Sales Lead – EMEA role requires a dynamic sales-focused professional with deep multi-asset product knowledge spanning both Public Markets and Private Markets. The successful candidate will support business origination, partnering closely with Private Bankers and Investment Counselors covering sophisticated private banking clients whilst influencing regional product development and distribution strategy.

Responsibilities:

  • Work very closely with our Private Bankers and Investment Counselors across EMEA.
  • Exhibit excellent sales and product skills.
  • Participate in relationship review meetings with bankers and clients to explore investment management needs.
  • Respond to banker team leads for sales opportunities - first interviewing banker team - then speaking to the client.
  • Delve into needs with clients - analyze their investment needs, craft solutions and present recommendations in written proposals.
  • Ensure that solution is implemented, remain in contact with client - look for add on business.
  • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm’s reputation and safeguarding Citigroup, its clients and assets.

Qualifications:

  • A strong track record of experience in a similar role.
  • Client facing sales experience.
  • Strong understanding of sales and Sales management processes.
  • Attention to detail.
  • Excellent written, listening and verbal communication skills.
  • The ability to effectively deal with people at all levels - internal as well as clients, excellent interpersonal skills.

Education:

  • Bachelor's/University degree, Master's degree preferred.

We work hard to have a positive financial and social impact on the communities we serve. In turn, we put our employees first and provide the best-in-class benefits they need to be well, live well and save well. By joining Citi London, you will not only be part of a business casual workplace with a hybrid working model (up to 2 days working at home per week), but also receive a competitive base salary (which is annually reviewed), and enjoy a whole host of additional benefits.

Benefits include:

  • Generous holiday allowance starting at 27 days plus bank holidays; increasing with tenure.
  • A discretional annual performance related bonus.
  • Private medical insurance packages to suit your personal circumstances.
  • Employee Assistance Program.
  • Pension Plan.
  • Special discounts for employees, family, and friends.
  • Access to an array of learning and development resources.

Citi is committed to ensuring our workplace is where everyone feels comfortable coming to work as their whole self every day. We want the best talent around the world to be energized to join us, motivated to stay, and empowered to thrive.

Candidates applying for this role must be aware that it is a Certified Role, subject to the FCA and PRA Certification Regime. Under the Certification Regime, Citi UK regulated entities must ensure that employees working in certain roles categorised as specified significant harm functions are assessed as fit and proper to carry out their role.

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

Managed Investments Sales Lead employer: Citi

Citi is an exceptional employer, offering a dynamic work environment that fosters innovation and collaboration within the Equities Technology team. Employees benefit from cutting-edge technology, opportunities for professional growth, and a culture that values diversity and inclusion. With a focus on high-performance analytics and real-time data solutions, Citi empowers its engineers to make impactful contributions while enjoying a supportive atmosphere in a globally recognized financial institution.

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Contact Details:

Citi Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Managed Investments Sales Lead

✨Tap into Campus Networks

If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.

✨Get Certified

Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.

✨Connect on Professional Platforms

Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.

✨Apply Directly and Be Proactive

Don’t shy away from reaching out directly to firms like Citi. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.

We think you need these skills to ace Managed Investments Sales Lead

Sales Skills
Client Engagement
Multi-Asset Product Knowledge
Public Markets Knowledge
Private Markets Knowledge
Problem-Solving Skills
Risk Assessment

Some tips for your application 🫡

Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.

Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Citi.

Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.

Research and Reflect:Before hitting that 'apply' button on Citi's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!

How to prepare for a job interview at Citi

✨Brush Up on Financial Analysis Skills

Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Citi.

✨Prepare for Case Studies

Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.

✨Show Your Passion for Finance

Since this is a full-time position, employers at Citi will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.

✨Network with Industry Professionals

Before your interview, reach out to current or former Citi employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.