Advisory Head - Wealth

The Advisory Head is a senior management professional responsible for providing full leadership and direction to a team of employees, grow sales and client base in coordination with the consumer sales team . The overall objective of this role is to lead a team grow sales, build customer loyalty and recommend the development of business strategies or initiatives and may include the management of activities by external organizations, and the direct management of individuals and sales teams.
Responsibilities:

• Conduct planning and budgeting activities for branch, manage and control human resources, technological and supply needs

• Provide individual feedback to staff and management; perform training and hold one-on-one coaching sessions

• Coordinate team sessions with sales executives assigned to the branch, drive focus on client experience and team morale

• Coordinate product and service training, oversee implementation of process improvements/efficiencies

• Maintain relationship with key clients, business partners and stakeholders, ensure customers receive timely updates on cases, and manage retention tasks

• Prioritize and coordinate daily tasks to ensure operating efficiencies are achieved, including call and email queue monitoring

• Coordinate with facilities to ensure adequacy of infrastructure and general upkeep of the branch

• Execute financial activities for branch including overdraft authorizations, new account openings, and negotiating interest rates

• Manage control and review of files, ensure compliance with Anti-money Laundering and Know Your Customer compliance policies

• Control and follow up on adherence to regional operations procedures; ensure correct execution of the commercial strategy

• 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, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.

Qualifications:

• 6-10 years of relevant experience required

• Previous experience in management of banking, sales or client service preferred

• Previous experience in product management, procedures and regulations preferred

• Proven management skills

• Consistently demonstrates clear and concise written and verbal communication skills

• Consistently demonstrates analytic skills

Education:

• Bachelor's Degree/University degree or equivalent experience in Business Management, Economics, Finance or similar field

• Master’s degree preferred

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:

Consumer Sales

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Job Family:

Branch Sales

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Time Type:

Full time

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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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.

 

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