Head of Financial Consultant

Head of Financial Consultant

Citi
Taiwan
2 - 5 Years
Not Specified

Job Description


Job Description :
The Branch RM Head provides leadership and supervisory responsibility for medium-d operational/administrative team(s)) of clerical/support employees. Good understanding of procedures and concepts within own technical/subject area and a basic knowledge of other areas in order to understand how they relate to own area. Good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Improves process efficiencies in support of unit objectives. Requires a basic conceptual/ practical grounding in policies as they apply to the business. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Typically deals with variable issues with potentially broader business impact. Influences decisions through advice, counsel, facilitating services to others or through joint accountability for volume, quality and timeliness of end results. No direct responsibility for financial or resource planning. Work generally affects own team as well as other closely related work teams. Full supervisory responsibilities. including duties such as performance evaluation, compensation, hiring, disciplinary and terminations as well as direction of daily tasks and responsibilities.
Responsibilities:
  • Deepens relationships with clients by proactively owning, responding to and anticipating any future needs, roadblocks or risks, leveraging internal resources to assist where necessary
  • Works closely with senior RMs, product specialists and subject matter experts across the bank to structure customized solutions that meet clients’ unique needs
  • Works closely with senior RMs to leverage the expertise and capabilities of other Citi businesses to better achieve mutual business goals together
  • Identifies cross-sell opportunities to deepen and increase share of wallet
  • Driving innovation in the solutions we provide clients and further developing our business where necessary and appropriate
  • Identifying and pursuing new clients aligned with Citi’s value proposition.
  • Being future-focused in thinking and planning ahead for ways Citi can differentiate itself from competitors
  • Staying connected with influencers, industry associations, thought leaders and senior business contacts to expand industry knowledge and deepen Citi’s relationship with these partners
  • Ensuring deals are structured to balance risk and reward, so teams’ incentives align with acting in the clients’ interests
  • Actively protects Citi’s assets and reputation by being the first line of defense from credit risk management perspective
  • Ensuring that all activities are carried out to the highest ethical standard
  • 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 well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.

Qualifications:
  • 2-5 years of experience
  • Sound knowledge of the underwriting process for products that require approval of credit exposure (Derivatives, Treasury, FX,Lending etc) and completes high quality spreads and analysis.
  • Sound basic knowledge of all aspects of commercial banking including developing commercial credit knowledge and an ability to quickly learn new products and services
  • Demonstrates working knowledge of Citi Risk and KYC policies and practices
  • Demonstrates wprking knowledge of credit skills and Early Warning Detection
  • Demonstrates understanding of accounting principles, financial modelling and financial statement analysis
  • Ability to work effectively in team setting
  • Communicates views with clarity and confidence
  • Maintains contact with key stakeholders to proactively seek input as appropriate

Education:
  • Bachelor’s/University degree or equivalent experience

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