Private Bank Market Executive

The Private Bank Market Executive – Canadamanages multiple teams of senior professionals through other senior managers. The job requires a broad and comprehensive understanding of the different systems,theoriesand practices relevant toa privatebanking as well as practical experience of multiple business cycles. In-depth knowledge of the industry and direct competitors' products/services is also necessaryin order tocontribute to the commercialobjectivesof the business. Requiresthoroughunderstanding ofstrategicdirection of the function within the business, combined with a solid conceptual/practical grounding in both the function and/ or area of expertise. Excellent communication skillsrequiredin order toinfluence a wide range of audiences. The role involves both internal and external negotiations which will have a major impact on the area managed, andpossibly onother related areas andorganization as a whole. Develops medium- to long-term plans and executes functional strategies for a large/complex country, cluster of countries, or business requiring coordination and integration across units. Provides input into strategic decisions affecting job family or function within a region or business. Full management responsibility of multiple teams, including management of people,budgetand planning. Has authority to negotiate and make independent decisions on issues/activities that havecriticalimpact or influence on company revenues,capitalor business operations.

Responsibilities:

• High-level responsibilities included full P&L oversight, staffing, strategic planning, and day-to-day management of the region.

• Serve as strategic partner with Citigroup Seniors todeterminethe best way to execute the Citi Private Bank strategic plan.

• Develop proactive sales and marketing strategies for different client segments.

• Accelerated sales revenue performance.

• Participate and initiate client calls withsalesforce.

• Develop strategy to expand within the Region, open new offices when and whereappropriate.

• Continuously track sales performance.

• Streamline sales processes to meet client needs.

• Help bankers sell and add value to the sales process.

• Manage expenses of sales team.

• Give client issues the highest level of priority.

• Activelyassistbankers in assessing client needs and developing recommendations.

• Ensure clients are presented with a seamless integration of products and services that best meet their needs.

• Highly satisfied client base.

• Minimal customer attrition.

• Identifyandinitiatecross-referral opportunities.

• Influence and gain support across all levels of the Citi Private Bank and Citigroup.

• Communicate risks and reduce exposureforthe client and the Citi Private Bank.

• Ensure 100% complianceonall regulatory requirements.

• Processes (both bank and CIS)utilizedare consistent with corporate compliance policies.

• Ensure controls are in place to meet all audit requirements.

• Build marketplace awareness of Citigroup Private Bank and communicate the value that Citigroup can bring to the new clients and the community.

• Position the Citigroup Private Bank as the provider of choice for top UHNW Families in the Region.

• Recruit, select and develop staff with well-rounded skills and knowledge to ensure growth and development of"highend" client base.

• Ensure staff is well trainedonPrivate Banking products and services and that the Team can effectively communicate the "Citi" value.

• Build social and community involvement by becoming an active participant in local events and becoming a well-known, trusted, and respected professional within the community.

• 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:

• 15+ years of experience

• Previously managed highly skilled sales force in Financial ServicesExtensiveknowledge of investment management & derivative products.  Proven ability to manage against segmented (tiered) client base Demonstrated sales / acquisition performance

• Dealing and Advising licenses

Education:

• Bachelor's/University degree,Master'sdegree preferred