Discover your dream Career
For Recruiters

IPB - Wealth Planning Manager

Citi Singapore
Posted 15 days ago Permanent Competitive
IPB - Wealth Planning Manager
Whether you're at the start of your career or looking to discover your next adventure, your story begins here. At Citi, you'll have the opportunity to expand your skills and make a difference at one of the world's most global banks. We're fully committed to supporting your growth and development from the start with extensive on-the-job training and exposure to senior leaders, as well as more traditional learning. You'll also have the chance to give back and make a positive impact where we live and work through volunteerism.

Shape your Career with Citi

Citi Global Wealth (CGW) brings together the full power of Citi to serve the entire continuum of wealth clients, from affluent to ultra-high net worth to family offices. The strategies we create help our clients maintain liquidity while maximizing yields, transact in foreign currency and across borders, and manage fluctuating expenses or cash flow. We are uniquely suited to helping our clients meet their banking needs across regions through our global network.

We're currently looking for a high caliber professional to join our team as IPB Wealth Planning Manager, Officer - Hybrid (Internal Job Title: Intermediate Insurance Analyst) based in Singapore. Being part of our team means that we'll provide you with the resources to meet your unique needs, empower you to make healthy decision and manage your financial well-being to help plan for your future. For instance:
• We believe all parents deserve time to adjust to parenthood and bond with the newest members of their families. That's why in early 2020 we began rolling out our expanded Paid Parental Leave Policy to include Citi employees around the world.
• We empower our employees to manage their financial well-being and help them plan for the future.
• We have a variety of programs that help employees balance their work and life, including generous paid time off packages.

In this role, you're expected to:
  • Support sales delivery to our internal and external partners through dual delivery model in follow-up and responsiveness.
  • Responsible for supporting internal and external growth initiatives communicated to team.
  • Responsible for dissemination of communications.
  • Provide support on increasing and capturing cross sell opportunities.
  • Increase efficiencies of daily sales and operational activities.
  • Responsible for reporting sales results and reasons for successes.
  • Support sales executives with specific business initiatives; create, lead and advise on sales and product training; and support growth of sales.
  • Liaise between sales teams and branches on initiatives.
  • Represent sales on the development of strategies and programs to effectively partner with the bank.
  • Responsible for partnering sales leadership to deliver activities, programs and promotions on monthly sales and marketing calls.
  • Liaise with partners to develop marketing opportunities to maximize growth in sales and customer acquisition, retention and satisfaction.
  • Work in coordination with sales executives in creating, driving and supporting business plans and initiatives.
  • 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 a successful candidate, you'd ideally have the following skills and exposure:
  • 2-5 years of relevant insurance sales experience in banks or insurance brokerage
  • Previous banking experience or insurance brokerage experience preferred
Working at Citi is far more than just a job. A career with us means joining a family 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.

Take the next step in your career, apply for this role at Citi today

https://jobs.citi.com/dei

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
------------------------------------------------------

Job Family Group:
Consumer Sales
------------------------------------------------------

Job Family:
Consumer Product Sales
------------------------------------------------------

Time Type:
Full time
------------------------------------------------------

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
Job ID  24748049
ABOUT COMPANY
Singapore
Accounting & Finance
At Citi, we get to connect millions of people across hundreds of cities and countries every day. And we’ve been doing it for more than 200 years. Our...
More Jobs From Citi
Citi
Vice President, IPB Market Manager - Hybrid
Citi
Singapore
2 days ago Full time Competitive
Citi
IPB Market Manager, Vice President
Citi
Singapore
9 days ago Full time Competitive
Citi
Securities Services Sales Support Team - Proposal Manager
Citi
Singapore
21 days ago Full time Competitive
Citi
Commercial Subsidiaries Group Relationship Manager
Citi
Singapore
24 days ago Full time Competitive
Citi
Asia South & JANA Financial Institutions Head of FX Sales - MD / C16
Citi
Singapore
17 days ago Full time Competitive
Citi
CRIU Analyst - C12 - SINGAPORE
Citi
Singapore
16 days ago Full time Competitive
Citi
Compl AML Risk Mgmt Officer - C13 - SINGAPORE
Citi
Singapore
8 days ago Full time Competitive
Citi
Cyber Security Fusion Center Incident Lead Analyst (VP/Hybrid)
Citi
Singapore
2 days ago Full time Competitive
Citi
Citi Commercial Bank - Digital Relationship Manager (Vice President)
Citi
Singapore
1 month ago Full time Competitive
Citi
Senior Business Analyst - C11 - SINGAPORE
Citi
Singapore
11 days ago Full time Competitive

Boost your career

Find thousands of job opportunities by signing up to eFinancialCareers today.
More Jobs Like This