CrawlJobs Logo

Futures OTC Clearing FXPB Relationship Sales

https://www.citi.com/ Logo

Citi

Location Icon

Location:
Japan , Chiyoda

Category Icon
Category:

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

Not provided

Job Description:

The Relationship Sales group within Equities is responsible for ensuring client satisfaction and revenue generation. The Relationship Sales should fully understand the strategies executed by their clients and the revenue opportunity for Citi, whilst looking to leverage the relationship to enhance the footprint of Citi with the client and materialize cross-sell opportunities between Futures, Options and OTC clearing and FX Prime Brokerage as well as Equities Prime brokerage and Electronic Execution business. This role encompasses the following main components; ensuring client satisfaction, organic growth and driving the overall efficiency / profitability of client relationships and onboard new clients as the salesperson in Front office.

Job Responsibility:

  • Know Your Client – Structure, Strategies and Service needs
  • Accountable for client profitability
  • revenue growth and ensure adherence with Service Level Agreements
  • Accountable for day-to-day service and client satisfaction, including risk management and timely escalation
  • Perform regular client reviews to determine overall client satisfaction and coordinate the response to client concerns
  • Drive continuous enhancement of Citi products and services across OTC Clearing, Futures and FX Prime Brokerage
  • Understanding the client wallet, driving organic growth and the identification and execution of cross sell opportunities including Equities Prime brokerage and Electronic Execution business
  • Coordinate internal resources
  • Work in close partnership with control functions such as Legal, Compliance, Market and Credit Risk, Audit, Finance in order to ensure appropriate governance and control infrastructure
  • Build a culture of responsible finance, good governance and supervision, expense discipline and ethics
  • Appropriately assess risk/reward of transactions when making business decisions
  • demonstrating proper consideration for the firm’s reputation

Requirements:

  • 1-3+ years of experience in related role
  • Educated to degree standard preferable
  • Advanced Japanese and intermediate English
  • JSDA licence preferred

Additional Information:

Job Posted:
April 30, 2025

Employment Type:
Fulltime
Work Type:
On-site work
Job Link Share:
PREMIUM
More languages and countries
+ Unlock 31698 hidden job offers
Languages
English Čeština Deutsch Ελληνικά Español Français +15
Countries
United States United Kingdom India Canada Australia +
See plans
Plans from $2.99 / month

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Futures OTC Clearing FXPB Relationship Sales

Prime Services Sales (Futures, OTC Clearing and FXPB) - Vice President

We are seeking a driven and experienced Sales professional to originate new clie...
Location
Location
Singapore , Singapore
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Minimum 10 years of relevant experience in a client-facing sales or relationship management role within financial services
  • Deep subject matter expertise in Futures, OTC Clearing, and/or FXPB is essential
  • Broad cross-product knowledge covering equities, fixed income, FX, derivatives, and electronic trading
  • A strong understanding of the global regulatory landscape, risk management principles, and control environments impacting the prime brokerage business
  • Familiarity with the IT infrastructure and platforms that support financing products
  • A self-motivated and results-oriented individual with a demonstrated track record of originating new business and exceeding revenue targets
  • Superior written and verbal communication skills, with the confidence to lead discussions and negotiations with sophisticated clients
  • Advanced analytical skills with the ability to break down complex problems and develop innovative client solutions
  • A commitment to delivering a best-in-class service to a demanding global client base, with a keen attention to detail
  • The ability to multitask, manage competing priorities, and maintain a steep learning curve in a fast-paced, evolving market environment
Job Responsibility
Job Responsibility
  • Client Origination & Relationship Management: Develop and execute a strategic sales plan to originate new client relationships and maximize revenue opportunities across the APAC region
  • Serve as the primary point of contact for new business origination across a portfolio of clients, cultivating deep, advisory relationships by understanding their structure, strategies, and service requirements
  • Drive client satisfaction by ensuring performing regular client reviews and acting as the first point of escalation for any concerns
  • Master the client's wallet to drive growth and identify strategic cross-selling opportunities, across the Citi Markets Franchise by leveraging key global relationships across FX, Rates, Commodities, and all Global Markets Products
  • Strategic Business Growth: Drive the continuous enhancement of Citi's product and service offerings across the Futures and Prime franchise based on client feedback and market intelligence
  • Manage all financial aspects of the business, including interest income, balance sheet usage, RWA, and working capital costs, with a focus on effective margin management across CCPs
  • Represent Citi in key industry engagements with external stakeholders such as CCPs, trade organizations, exchanges, and vendors to enhance our market presence
  • Governance & Risk Management: Act as the first line of defense for risk management, ensuring timely escalation and resolution of issues
  • Work in close partnership with control functions (Legal, Compliance, Risk, Audit) to maintain a robust governance and control infrastructure
  • Champion a culture of responsible finance, good governance, expense discipline, and uncompromising ethics
  • Fulltime
Read More
Arrow Right

Liquid Finance Transition Manager

Join us at Barclays as a Liquid Finance Transition Manager, where you will be re...
Location
Location
China , Hong Kong
Salary
Salary:
Not provided
barclays.co.uk Logo
Barclays
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Demonstrate experience in a client facing financial services industry - a prior role in Transition Management, Prime Client Services or other Prime Services Client Facing roles is preferred
  • Have a working understanding of the Hedge Fund and Asset Manager landscape, with focus on clearing, settlement and financing across products and strategies
  • Have a working knowledge of products including Cash Equities, Bonds, Repo, Equity Synthetics, Exchange Traded Derivatives, OTC Clearing and FXPB
  • Be detail oriented, with the ability to work in a resourceful manner but in a team environment with the ability to build internal and external stakeholder relationships
  • Demonstrate willingness to improve processes and enhance end to end workflow
  • Identify ways to mitigate risk and developing new policies/procedures in support of the control and governance agenda
  • Ability to manage multiple demanding items at a given time
Job Responsibility
Job Responsibility
  • Onboarding clients across multiple platforms and markets that we currently offer trading and investment opportunities for
  • Manage relationships of various internal stakeholders ranging from Sales, Tax, Legal, Credit, KYC, and Operations
  • Serve as the primary point of contact for clients, handling the day-to-day dialogue and action
  • Responsible for end-to-end coordination of all new clients onto the Barclays platform across Equity Financing, Fixed Income Repo and Prime Brokerage, Futures Execution and Clearing, OTC Clearing and FXPB
  • Working with clients to optimise the Liquid Financing relationship
  • Provide best-in-class service and escalation oversight
  • Primary contact for Liquid Financing clients in areas such as trading, risk, billing and reporting
  • Provide expertise on industry and regulatory initiatives
  • Subject matter expert for our clients, with a deep understanding of each client’s business mix, operational requirements and product sensitivities
  • Fulltime
Read More
Arrow Right

Senior Operations Lead, Futures & Derivatives Clearing - Client Services

Futures & Derivatives Clearing (FDC) Markets Operations supports the firm’s clie...
Location
Location
Singapore , Singapore
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 10-15 years of relevant client facing experience
  • Relevant experience across financial organizations i.e. Investment Banking / Investment Management / Hedge Fund
  • Strong product and operations experience across listed derivatives
  • futures, OTC Clearing, prime brokerage and FX PB
  • Client & Relationship focus, proven experience managing and expanding client relationships across financial services, specifically with institutional clients
  • Demonstrated ability to grasp client needs, proactively address issues, and provide top-tier service in a dynamic environment. Excellent communication and stakeholder management skills, including conducting client meetings and operational reviews.
  • Demonstrated ability to build strong working relationships with internal teams (Sales, Compliance, Operations, Technology) for a seamless client experience
  • Strong analytical and problem-solving skills, with the ability to analyze client data, identify trends, and develop solutions to improve operational efficiency and client experience.
  • Proficiency in using data analysis and AI tools and techniques.
  • Strong understanding of listed derivatives / OTC clearing / Futures, Prime and FXPB, including trading, operations, regulations, and industry best practices. In-depth post-trade operations knowledge (clearing, settlement, custody, corporate actions, deliveries, margins)
Job Responsibility
Job Responsibility
  • Manage, coach and motivate a direct team of 8 and several matrix reports
  • Lead the team to aspire to an excellent client experience and service delivery across operations, in line with Citi values
  • Develop strong client relationships by building trust through transparency and responsiveness
  • Contribute and lead Operations client related projects, provide feedback for all project related activities as directed and overlay the appropriate governance
  • Set client servicing best practices and roles & responsibilities across the region
  • Develop client metrics on service, manual touch points and automation opportunities
  • Track client issues, requirements and manage through regular forums and governance
  • Question the status quo and improve processes and productivity, be a process engineer
  • Be commercial
  • support the growth of the FDC client base and partner with the FDC Business groups
  • Fulltime
Read More
Arrow Right

Patient Services Specialist

The Patient Services Specialist 1, with direct oversight, provides administrativ...
Location
Location
United States , Plano
Salary
Salary:
Not provided
bswhealth.com Logo
Baylor Scott & White Health
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • H.S. Diploma/GED Equivalent
  • Less than 1 Year of Experience
  • Good listening, interpersonal and communication (oral and written), and professional, pleasant and respectful telephone etiquette
  • Ability to adapt communication style to suit different audiences
  • Empathetic listener, sensitive, upbeat, optimistic, articulate, gracious and tactful
  • Ability to promptly assess requests by using electronic and paper resource materials and correctly respond to patient inquiries
  • Ability to calm upset patients in a composed and professional demeanor
  • Excellent data entry, numeric, typing and computer navigational skills, with attention to details
  • Comfortable working in a fast paced, constantly changing and stressful environment
Job Responsibility
Job Responsibility
  • Assists with patient duties including patient relations, check-in or check-out, scheduling, insurance verification, and answering phones
  • Arranges follow-up visits and referral appointments
  • Assists with patient registration duties by collecting and verifying insurance information
  • Verifies patient demographics and enters changes into computer system
  • Directs patient to appropriate waiting areas
  • Accepts payments for physician/clinic services according to established guidelines
  • Posts payments and enters charges into computer utilizing appropriate codes
  • Generates daily payment reports and verifies cash drawer against report
  • Provides accurate patient, medical, financial or procedural information to patients or approved outside entities
  • May be required to discuss financial arrangements with patients
What we offer
What we offer
  • Immediate eligibility for health and welfare benefits
  • 401(k) savings plan with dollar-for-dollar match up to 5%
  • Tuition Reimbursement
  • PTO accrual beginning Day 1
  • Fulltime
Read More
Arrow Right

Senior Premier Banker

About this role: Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) t...
Location
Location
United States , Rio Rancho; Albuquerque
Salary
Salary:
Not provided
https://www.wellsfargo.com/ Logo
Wells Fargo
Expiration Date
June 12, 2026
Flip Icon
Requirements
Requirements
  • 4+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • 3+ years of experience building and maintaining effective relationships with customers and partners
  • 3+ years of experience recommending products and services
Job Responsibility
Job Responsibility
  • Proactively acquire new affluent consumer and business customers while deepening existing relationships through strategic outreach, referrals, and pre-planned customer appointments
  • Lead discovery‑driven conversations to understand customer goals and deliver tailored banking and credit strategies that strengthen relationships, increase retention, and drive balanced growth across deposits, lending, and investments
  • Serve as the primary financial partner delivering comprehensive, multi‑product guidance and ongoing reviews across life stages and evolving financial needs
  • Partner with a team of professionals across Wealth, Home Lending, and Business Banking to deliver integrated solutions by coordinating warm introductions, setting clear expectations, and taking personal ownership to convert qualified opportunities into closed outcomes
  • Champion digital adoption by educating customers on self-service and mobile banking options to elevate satisfaction, engagement, and service efficiency
  • Serve as an active member of the branch team by advising colleagues on relationship development and the management of complex client needs
  • Demonstrate risk excellence through accurate documentation, sound judgment, timely issue escalation, and adherence to policies and regulations to support strong control outcomes
  • Fulltime
Read More
Arrow Right

Private Banker - French Market

Citi Private Bank is a trusted advisor to the world's wealthiest, most influenti...
Location
Location
France , Paris
Salary
Salary:
86000.00 - 142000.00 EUR / Year
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Proven experience in UHNW Private Banking or the institutional/corporate banking market, specifically covering the French Market
  • Demonstrated track record in relationship acquisition
  • Proven success in building a new business, prospecting for new clients and business, identifying new business opportunities and closing transactions
  • Extensive experience in selling new products, based on client needs
  • Experience in working on teams and influencing diverse resources and stakeholders
  • Fluent in French & English (written and spoken)
  • Excellent relationship building skills
  • Thrives in a business development environment
  • Strong IT skills including Excel and Word
  • Creative and innovative
Job Responsibility
Job Responsibility
  • Build Client Relationships - Demonstrates an in-depth understanding of clients' businesses and sources of wealth generation as well as serve as a trusted advisor to the Private Banks clients
  • Develop Client Solutions - Develop tailored solutions that address clients' unique investment, risk management, and financing/liquidity needs
  • Execute and Drive Results - Set challenging goals, regularly monitoring progress and making adjustments to achieve objectives
  • Teamwork - Help team members to acquire the experience necessary to establish credibility with clients and intermediaries
  • Build & Maintain Relationships with Business Partners, Colleagues and Staff - Develop strong relationships and partners with support functions across the Private Bank to maintain control, find solutions and resolve issues
  • Promote Integrity and Trust - Understand and communicate the risk involved with various investment strategies
  • Fulltime
Read More
Arrow Right

Senior Software Engineer, Valkey

We are looking for a Senior Software Engineer to work on our cloud operations pl...
Location
Location
Finland , Helsinki
Salary
Salary:
Not provided
aiven.io Logo
Aiven Deutschland GmbH
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Excellent development skills in Python
  • 3+ years of experience working with one of these databases - PostgreSQL, MySQL, MariaDB, SQL Server, OracleDB
  • 2+ years of experience working with an in-memory database: Valkey, Redis, Dragonfly, KeyDB
  • Experience with backup solutions and backup strategies
  • Advanced understanding of Linux OS
  • Experience with automated testing
  • Distributed systems knowledge
  • Experience with performance improvements, bug fixes, and security vulnerability resolution
  • Fluency in English, verbal and written.
Job Responsibility
Job Responsibility
  • Write high-quality, maintainable code and release quality features
  • Participate in technical discussions and perform PR reviews
  • Contribute to technical planning and backlog management
  • Help investigate and resolve customer issues
  • Mentor and empower other engineers
  • Automate processes to eliminate repetitive manual work
  • Develop and improve the scalability and reliability of Valkey service
What we offer
What we offer
  • Participate in Aiven’s equity plan
  • Balance work and life with our hybrid work policy
  • Choose the equipment you need to set yourself up for success
  • Use your Professional Development Plan budget for learning opportunities
  • Receive holistic wellbeing support through our global Employee Assistance Program
  • Inquire about our Global Time Off Commitment (Parental and Sick Leave, as well as Personal Time)
  • Enjoy country-specific benefits for our global cast
  • Fulltime
Read More
Arrow Right

Teller

Wells Fargo is seeking a Teller in our Consumer Banking and Lending division, as...
Location
Location
United States , Los Angeles
Salary
Salary:
22.00 - 27.50 USD / Hour
https://www.wellsfargo.com/ Logo
Wells Fargo
Expiration Date
May 30, 2026
Flip Icon
Requirements
Requirements
  • 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Job Responsibility
Job Responsibility
  • Support customer engagement by processing teller transactions, sharing digital solutions, and making appropriate introductions to bankers
  • Complete operational activities while minimizing risks under established policies
  • Perform routine transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization
  • Receive direction from managers and exercises judgment within defined policies and procedures
  • Escalate questions and issues to more experienced roles
  • Interact with customers and individuals to demonstrate care, build relationships, and complete requested transactions
  • Identify information and services to meet customers financial needs
What we offer
What we offer
  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance, critical illness insurance, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Parttime
!
Read More
Arrow Right