- Professional
- Optionales Büro in Geneva
The Investment Lead Analyst is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by
considering their application in own job and the business. Recognized technical authority for an area within the business. Requires basic commercial
awareness. There are typically multiple people within the business that provide the same level of subject matter expertise. Developed communication
and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external
customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the
business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family.
Responsibilities:
- Partner with Private Bankers and Investment Counselors.
- Liaise with Citi Private Bank Investments Teams as well as directly with our clients.
- Coordinate negotiations with our client's in-house attorney and our Citi Private Bank attorney regarding client agreements.
- Participate in relationship review meetings with bankers and clients to explore investment management needs
- Respond to banker team leads for sales opportunities - first interviewing banker team - then speaking to the client
- Delve into needs with clients - analyze their alternative investment needs, craft solutions and present recommendations in written proposals
- Ensure that solution is implemented, remain in contact with client - look for add on business
Qualifications:
- 6-10 years of experience
- Excellent sales skills - ability to demonstrate online systems to clients and prospects
- Knowledge of Investments including Hedge Funds, Private Equity and Real Estate. Attention to detail and good follow-up skills
- Excellent written, listening and verbal communication skills
- The ability to effectively deal with people at all levels - internal as well as clients, excellent interpersonal skills
Education:
- Bachelor's/University degree, Master's degree preferred
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Job Family Group:
Private Client Coverage------------------------------------------------------
Job Family:
Executive Financial Services------------------------------------------------------
Time Type:
Full time------------------------------------------------------
Most Relevant Skills
Please see the requirements listed above.------------------------------------------------------
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.------------------------------------------------------
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