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우리 동료들과 지원자들의 건강은 우리의 최우선 순위입니다. 따라서 Citi는 COVID-19 상황을 면밀히 모니터링하고 있습니다. 우리는 추후 공지가 있을 때까지, 임시적으로 모든 후보자 인터뷰를 가상으로 실시하는 것을 포함하여 전 세계적으로 회사 전체에 예방 조치를 구현하였습니다.

Citi Global Wealth - VP, Client Strategy

직무 ID 22538635 기본 근무지 New York, New York; 채용 범주 Decision Management
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Department: Citi - Global Wealth (CGW)

Job Title: CGW Client Strategy – VP

Location: New York
Title: VP

Citi Global Wealth (CGW) is a Division of Citi focused on serving the needs of clients across the entire wealth spectrum. It has been created by combining the Wealth Management businesses across Citi Global Consumer Bank and Citi Private Bank.  It serves over 500,000 clients through its global footprint in Asia, EMEA, and North America.

CGW delivers a wide range of products and services covering capital markets, managed investments, portfolio management, trust and estate planning, investment finance and banking.  By building on the strengths and capabilities across Citi, we intend to transform the way we serve clients across the wealth spectrum, delivering the full range of high tech and high touch capabilities Citi can offer, and ultimately help them achieve their goals.

CGW propositions are delivered via tailored offerings across the Citigold, Citi Private Client, and Citi Private Bank brands.

Overview of the Team

The Client Strategy effort is part of the CGW Client Strategy & Client Analytics (CSCA) team. The CSCA team partners with stakeholders throughout CGW to help define and execute on a disciplined client strategy for CGW, ensuring that all CGW businesses globally are equipped with effective strategies, analytics, and tools to best identify and address important business / client opportunities, helping to execute key initiatives across the client franchise.

Job Description and Responsibilities

This role will report into the Client Strategy Lead within CSCA and will play an integral role in the design, development and execution of strategies focused on driving growth via internal partnerships – ‘Citi Synergies’ – with ICG and PBWM. Collaborating with key regional / product stakeholders across the businesses, internal / external data teams, and functional partners, the candidate will have the opportunity to perform a variety of functions and contribute to the development of a growing space.

Key responsibilities include:

  • Help to support our Citi Synergies focus across CGW, identifying and validating new internal cross-business partnership opportunities for CGW, and ensure best approach to existing cross-business partnerships (both internal to CGW and w/ other Citi businesses)
  • Actively support the team in driving the cross-business referral activities, including establishing partnership structure / agreement, embedding key enabling capabilities (e.g., to facilitate and track referrals), coordinating with key business counterparts on all aspects of the partnership, and project implementation
  • Provide overall project management support for key initiatives – develop timelines, key milestones, project KPIs, communicate frequently with key stakeholders – and ensure timely and effective follow-through
  • For each project/initiative, in partnership with control partners, adhere to all necessary and recommended risk and control processes to maintain strong compliance and standards of Citi
  • Develop and lead specialized ad hoc analyses (e.g., target client market, strategic analytics, competitor activity) related to relevant client / business opportunities 
  • Prepare high-quality updates / presentations on various aspects of the cross-business partnership work for senior management (including business opportunities, industry trends, and competitor intelligence, progress updates, etc.)
  • Play key role in driving broader client strategy efforts, including analyzing new client growth opportunities, and developing client segmentation strategies, etc.; and participating in overall CGW strategic deliverables in representation of Client Strategy team

Qualifications

  • The ideal candidate will be able to establish strong working relationships across Citi and within CGW while managing multiple priorities on a day-to-day basis.
  • Effective relationship building skills and the ability to work in a matrixed, collaborative organization
  • Ability to manage simultaneous projects and meet deadlines; strong planning and execution skills
  • 6-8 years’ experience in Business Development, Consulting, or Financial Services with a track record of excellence
  • Strong analytical skills with an ability to synthesize disparate data points and information into the most important themes and messages
  • Consistently demonstrates clear and concise written and verbal communication
  • Highly motivated, self-driven, ability to multi-task productively, and strong result orientation; Strong sense of personal ownership and accountability for self and the team
  • Positive attitude and experience working effectively on a team
  • Knowledge of Citi’s Global Wealth organization is a plus
  • Advanced skills in MS Office Product Suite (e.g., Excel, Macros, PowerPoint)
  • Knowledge of CRM (Salesforce), Business Intelligence (PowerBI, Business Objects, Qlik, Tableau) solutions and data providers (S&P Capital IQ, Dealogic) is a plus

Education

  • Bachelor's degree/University degree or equivalent experience

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Job Family Group:

Decision Management

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Job Family:

Business Analysis

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Time Type:

Full time

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Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. 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 the "EEO is the Law" poster. View the EEO is the Law Supplement.

View the EEO Policy Statement.

View the Pay Transparency Posting

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Effective November 1, 2021, Citi requires that all successful applicants for positions located in the United States or Puerto Rico be fully vaccinated against COVID-19 as a condition of employment and provide proof of such vaccination prior to commencement of employment.

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  • 90개 국가의 공동체에서 자원봉사를 행하는 사회적 책임감을 가진 직원들

  • 95개 이상의 시장에 실제로 존재하는 의미 있는 채용 기회

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