At a Glance
- Tasks: Drive sales and growth strategies for Investor Services in a global financial institution.
- Company: Join Citi, a leading global financial services company with over 230,000 dedicated professionals.
- Benefits: Enjoy generous holidays, performance bonuses, private medical insurance, and extensive learning resources.
- Other info: Be part of a diverse team committed to equal opportunity and professional growth.
- Why this job: Make a real impact by cultivating client relationships and driving innovative financial solutions.
- Qualifications: Proven experience in institutional sales and deep understanding of insurance and pensions.
The predicted salary is between 100000 - 150000 £ per year.
Discover your future at Citi. Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community, and make a real impact.
Job Overview
Are you looking for a career move that will put you at the heart of a global financial institution? Bring your skills in analysis, problem solving, and communication to Citi's Investor Services team. By joining Citi, you will become part of a global organization whose mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress.
Team/Role Overview
Investor Services is a key business within Citi. The business covers Custody, Funds Services, and Execution Services products, providing solutions to a variety of institutional clients. This role is pivotal in driving the sales and growth strategy for these critical services.
What you’ll do
- Strategic Client Relationship Management & Revenue Growth: Cultivate and expand deep, trust‑based relationships with senior client stakeholders, acting as a strategic advisor on their business needs and aligning Citi's comprehensive Investor Services solutions to their long‑term growth objectives. Proactively identify and pursue new sales opportunities, cross‑selling, and up‑selling across Citi's product suite.
- Complex Solutioning & Deal Execution: Lead complex sales cycles from opportunity identification to close, involving deep product knowledge, solution design, and negotiation. Collaborate with internal subject matter experts to structure bespoke solutions that meet client strategic requirements and drive significant revenue.
- Client Acquisition & Market Expansion: Actively engage in pre‑RFP information requests, client due diligence sessions, and new business pitches to secure new mandates and expand Citi's client portfolio across the Insurance and Pension segment.
- Client Performance & Advocacy: Serve as the primary internal advocate for client needs, translating client requirements into actionable sales strategies and collaborating with product and operations teams to develop market‑leading solutions.
- Strategic Product Development Input: Leverage profound client and market insights to identify product gaps and emerging client needs, collaborating with product teams to influence the development of new solutions and enhance existing offerings to meet strategic sales goals.
What we’ll need from you
- Significant progressive experience in institutional sales, business development, or strategic client relationship management within the financial services industry, with a proven track record of working specifically with insurance and pensions clients and a deep understanding of the Investor Services business.
- Proven track record of exceeding sales targets, defining target market, driving significant revenue growth, and managing large, complex institutional client portfolios.
- Extensive knowledge of investment products, market structures, and the competitive landscape within Investor Services, particularly as it relates to insurance and pensions.
- Demonstrated leadership in originating and closing multi‑faceted deals with senior decision‑makers.
- Strong understanding of sales methodologies, negotiation tactics, and client lifecycle management.
- Bachelor's/University degree in Finance, Business, or a related field; MBA or advanced degree preferred.
Skills
- Exceptional Sales Acumen & Negotiation: Highly skilled in strategic selling, persuasive communication, and complex negotiation, with a proven ability to close deals and achieve aggressive sales targets.
- Executive‑Level Communication & Presentation: Superior ability to articulate complex solutions clearly and persuasively to C‑suite executives and senior financial professionals, both verbally and in written form.
- Strategic Relationship Building: Masterful in developing and nurturing long‑term, high‑value client relationships that drive sustained revenue growth.
- Problem Solving & Solution Design: Adept at diagnosing client challenges and collaboratively designing innovative financial solutions.
- Self‑Motivated & Results‑Driven: Highly proactive, autonomous, and focused on achieving and surpassing sales objectives in a fast‑paced, competitive environment.
What we can offer you
- Client Executive, Sales and Senior Relationship Management, Client Services Management, Product Management
Benefits
- Generous holiday allowance starting at 27 days plus bank holidays, increasing with tenure.
- Discretionary annual performance‑related bonus.
- Private medical insurance packages tailored to your personal circumstances.
- Employee Assistance Program.
- Pension Plan.
- Paid parental leave.
- Special discounts for employees, family, and friends.
- Access to an array of learning and development resources.
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.
Senior Vice President, Investor Services Sales - Insurance and Pensions - Citi in London employer: Jobs via eFinancialCareers
Citi is an exceptional employer that offers a dynamic work environment where you can thrive as part of a global team dedicated to making a meaningful impact. With generous benefits, including a starting holiday allowance of 27 days, private medical insurance, and extensive learning opportunities, Citi fosters a culture of growth and collaboration. Join us in New York City, where your career in Investor Services Sales will not only advance but also contribute to the financial well-being of our clients and communities.
Contact Details:
Jobs via eFinancialCareers Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Senior Vice President, Investor Services Sales - Insurance and Pensions - Citi in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance industry, especially those who have experience with investor services. A friendly chat can lead to insider info about job openings or even referrals.
✨Tip Number 2
Prepare for interviews by researching Citi's Investor Services team. Understand their products and recent developments in the insurance and pensions sector. This will help you tailor your responses and show you're genuinely interested.
✨Tip Number 3
Practice your pitch! Be ready to articulate how your skills in sales and client relationship management can drive revenue growth at Citi. Use specific examples from your past experiences to back up your claims.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining the Citi team and ready to make an impact.
We think you need these skills to ace Senior Vice President, Investor Services Sales - Insurance and Pensions - Citi in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the role at Citi. Highlight your experience in institutional sales and relationship management, especially within insurance and pensions. We want to see how your skills align with what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you're passionate about joining Citi and how your background makes you the perfect fit for the Investor Services team. Be genuine and let your personality come through.
Showcase Your Achievements:When detailing your experience, focus on specific achievements that demonstrate your sales acumen and ability to exceed targets. Numbers speak volumes, so include metrics where possible to show your impact in previous roles.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands. Plus, you’ll find all the details you need about the role and our company culture there!
How to prepare for a job interview at Jobs via eFinancialCareers
✨Know Your Stuff
Make sure you have a solid understanding of Citi's Investor Services and the specific products related to insurance and pensions. Brush up on market trends and competitor offerings so you can speak confidently about how Citi stands out.
✨Build Relationships
During the interview, focus on demonstrating your ability to cultivate trust-based relationships. Share examples of how you've successfully managed client relationships in the past, especially with senior stakeholders, to show you can be a strategic advisor.
✨Showcase Your Sales Skills
Be prepared to discuss your sales achievements in detail. Highlight specific instances where you've exceeded targets or closed complex deals, and explain the strategies you used to achieve those results.
✨Ask Insightful Questions
Prepare thoughtful questions that show your interest in Citi's goals and challenges. Inquire about their approach to client acquisition and market expansion, which will demonstrate your strategic thinking and genuine interest in the role.