Managed Investments Sales Lead

Overview

In this role, you drive Managed Investments sales and client engagement across the EMEA region within Citi’s Investment Management framework. You collaborate with Private Bankers and Investment Counselors to understand client needs and deliver market-leading private and public market solutions. You influence regional product development and distribution strategy, while ensuring risk and regulatory compliance. You join a cross-functional team that supports sophisticated private banking clients and asset raising initiatives.

Pay / Benefits

• Generous holiday allowance starting at 27 days plus bank holidays
• Discretional annual performance related bonus
• Private medical insurance
• Pension Plan
• Paid Parental Leave
• Learning and development resources

Responsibilities

• Partner with Private Bankers and Investment Counselors across EMEA to deliver client solutions
• Lead relationship review meetings with bankers and clients to identify investment needs
• Respond to banker leads and conduct initial client interviews to uncover opportunities
• Analyze client needs and craft written proposals with recommended investment solutions
• Ensure solution implementation and maintain ongoing client contact for add-on business
• Assess risk and ensure compliance with laws, policy, and ethical standards, escalating issues when needed

Key requirements

• Strong track record in a similar client-facing sales role
• Client-facing sales experience
• Understanding of sales and sales management processes
• Attention to detail
• Excellent written, listening, and verbal communication skills
• Ability to interact with people at all levels, strong interpersonal skills

• strong interpersonal skills
• client-focused approach
• excellent communication
• problem-solving ability
• multi-asset product knowledge (Public Markets and Private Markets)
• sales and relationship management processes

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