Field Sales Lead Officer

• Assists in developing short and long product-level strategies to ensure delivery of the financial plan
• Responsible for field execution of credit initiatives and achievement of credit goals and objectives
• Work with key stakeholders to develop and implement a strategy/contact model for the Field Sales Representatives
• Analyze weekly and monthly sales reports
• Understand field performance and implement action plans to ensure sales objectives are achieved
• Collect and communicate market intelligence around best practices, client feedback and market competition in assigned geography and vertical
• Assist in development and implementation of a field intelligence system
• Develop and maintain relationships with internal and Retail Partners
• Respond in a timely manner to escalated credit issues and concerns
• Develop new and enhanced programs to increase new accounts
• Develop and manage cost center budgets and expenses
• Appropriately assess risk when business decisions are made
• Demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets
• Driving compliance with applicable laws, rules and regulations
• Adhering to Policy
• Applying sound ethical judgment regarding personal behavior, conduct and business practices
• Escalating, managing and reporting control issues with transparency
• Gestionar y Desarrollar una cartera de clientes de alto patrimonio
• Brindar asesoría integral en soluciones financieras (Productos estructurados)
• Fortalecer la relación con los clientes, incrementar la rentabilidad y brindar servicio personalizado
• Identificar oportunidades de negocio para ampliar la cartera
• Cumplir con los objetivos (Metas establecidas de manera anual)
• Asegurar el cumplimiento de las políticas internas y regulatorias
• Colaborar con equipos de Inversiones, Comerciales y Operativos
• Participación en el diseño de estrategias

• Master’s degree preferred
• 6-10 years of relevant experience
• Required licenses: Series 7, Series 63, and Series 65
• Sales/Credit experience required
• Field Sales and/or client development experience required
• Project Management experience preferred
• Working knowledge of related industry practices and standards
• Ability to work 50%-75% of the time
• Ability to work out of a home office
• Consistently demonstrates clear and concise written and verbal communication
• Maestria (Deseable)
• Experiencia minima de 7 años en Banca (Privada- Patrimonial o Empresarial)
• Conocimiento en Inversiones
• Manejo de Cartera de Clientes (Indispensable)
• Certificacion AMIB Figura 3 (Vigente)
• Ingles: Intermedio- Avanzado

Project Management experience