At a Glance
- Tasks: Lead the UK Sales team to drive revenue growth and enhance client experience.
- Company: Citi, a trusted partner in financial services with over 200 years of experience.
- Benefits: Competitive salary, career development opportunities, and a supportive work environment.
- Other info: Minimal travel required; office setting with a focus on collaboration and teamwork.
- Why this job: Make a significant impact in the financial sector while leading a dynamic sales team.
- Qualifications: 15+ years in senior sales roles with deep knowledge of financial products.
The predicted salary is between 100000 - 150000 £ per year.
UK Head of FI Sales
Direct reporting to
Head of Financial Institutions Sales
Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress.
Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients.
We have more than 200 years of experience helping our clients meet the world's toughest challenges and embrace its greatest opportunities.
As the Head of FI Sales & Client, covering the UK cluster, you will be responsible for defining and executing a strategy to grow share of the UK local and inbound client wallets, providing end to end coverage of those clients, driving revenue growth and enhancing client experience across Liquidity, Investor Services, Payments, and Trade.
The Sales and Client Success Management teams will report to this role.
Clients will include Pensions & Insurance companies, Asset Managers, Banks, Sovereign Wealth Funds & Central Banks, and Fin Tech firms.
Your role will facilitate a deep understanding of asset servicing (custody and funds services), treasury management, payment flows, clearing mechanisms, foreign exchange markets, trade flows, securities lending and the full Services solution set.
Key Responsibilities
- Lead the UK Sales team to achieve Cluster revenue and return targets, driving sales origination, revenue realization, and client retention through enhanced client experience.
- Ensure coordination of client priorities with Corporate Bank FIG and product partners.
- Own and nurture the most important relationships at C suite level.
- Execute the global FI Services strategy within the UK Cluster, prioritizing key objectives for maximum impact across the target segments.
- Achieve revenue and wallet share growth by meticulously executing account plans for strategic client segments.
- Collaborate with Global Segment leads to develop and implement comprehensive marketing and product strategies that increase market share and deepen client penetration.
- Collaborate with global Cluster peers ensuring their prioritisation of UK outbound opportunities and supporting inbound opportunities in the UK.
- Implement robust sales management processes, leveraging key metrics and sales tools such as CRM, Sales Dashboards, and
- Partner with Global Segment leads and Cluster product teams to ensure competitive product offerings in terms of service, functionality, and pricing.
- Align annual financial plans with product partners, linking them directly to key drivers and client opportunities.
- Drive continuous improvement in client experience (CX) by managing Voice of Customer (Vo C) results and collaborating with the Global Client Success Head on Cluster initiatives.
- Performance and talent manage the UK Sales and Client teams, leading skills development (including AI related initiatives relevant to Sales) and the acquisition of new talent as necessary.
- Proactively monitor and manage client portfolio risk and compliance, including Anti Money Laundering (AML) and trade credit, ensuring timely escalation of issues; chair Cluster CBOC/PIOC meetings.
- Expected Outcomes (First 12 Months)
- Achieve Cluster revenue targets and position the business for sustained Yo Y growth and a top tier market position.
Qualifications
- Minimum of 15+ years of progressive experience in senior sales or product leadership roles, specifically within Financial Institutions.
- Deep knowledge of Investor Services, Payments, Liquidity & Trade products and extensive experience managing and growing relationships with Financial Institution clients.
- Ability to establish and maintain senior client relationships.
- Ability to operate in a complex matrix environment.
- Exceptional leadership skills with a proven ability to motivate, influence, develop high performing teams and deliver results.
- Excellent collaboration, teamwork, and interpersonal skills and a proven ability to navigate and thrive within a complex, matrixed organisational environment.
- Superior analytical, interpretive, and problem solving abilities.
- Outstanding written and verbal communication skills.
- High level of personal integrity and dedication to excellence.
Working Environment: office setting, minimal travel required.
Effort: minimal physical effort required.
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.
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 Accessibility at Citi.
View Citi's EEO Policy Statement and the Know Your Rights poster.
FI Sales UK Cluster Head, Services employer: Citigroup, Inc.
Citi London is an exceptional employer, offering a dynamic and inclusive work environment that fosters innovation and collaboration. With a competitive salary, generous annual leave, and a hybrid working model, employees enjoy a healthy work-life balance while having access to extensive learning and development resources. As a key player in the Equity Derivatives Technology team, you will have the opportunity to lead impactful projects and grow your career within a globally recognised financial institution.
StudySmarter Expert Advice🤫
We think this is how you could land FI Sales UK Cluster Head, Services
✨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.
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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.
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Don’t shy away from reaching out directly to firms like Citigroup, Inc.. 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 FI Sales UK Cluster Head, Services
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 Citigroup, Inc..
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 Citigroup, Inc.'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 Citigroup, Inc.
✨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 Citigroup, Inc..
✨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 Citigroup, Inc. 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 Citigroup, Inc. 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.
