Private Banking

2 weeks ago

Toronto, Canada Citi Full time

Summary Overview - Senior manager position responsible for overseeing the Canadian Regional Business. This position is a member of the North American Private Banking Management team. High-level responsibilities included full P&L oversight, staffing, strategic planning, and day-to-day management of the region.

**EXPECTED CONTRIBUTIONS AND TASKS**:
(Operating results, customer effectiveness, risk, business, technical proficiency, execution, professional standards, leadership, influence, shared ownership):
**DEVELOP SALES STRATEGIES**
- Serve as strategic partner with Citigroup Seniors to determine the best way to execute the CPB strategic plan.
- Develop proactive sales and marketing strategies for different client segments.
- Accelerated sales revenue performance
- Participate and initiate client calls with sales force
- Develop strategy to expand within the Canadian Region, open new offices when and where appropriate.

**DRIVE SALES RESULTS&PROFITABILITY**
- 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.

**BUILD&MAINTAIN CLIENT RELATIONSHIPS**
- Give client issues the highest level of priority.
- Actively assist bankers 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

**BUILD EFFECTIVE TEAMS**

**NEGOTIATE THE CITIGROUP ORGANIZATION**
- Identify and initiate cross-referral opportunities.
- Influence and gain support across all levels of the CPB and Citigroup.

**PROMOTE INTEGRITY&TRUST**
- Communicate risks and reduce exposure for the client and the CPB.
- Ensure 100% compliance on all regulatory requirements.
- Processes (both bank and CIS) utilized are consistent with corporate compliance policies
- Ensure controls are in place to meet all audit requirements

**BUSINESS RISK / CONTROL & REGULATORY OVERSIGHT**
- Given the micro-banking environment (service team, middle office teams are all embedded into the Canadian Private Banking organization) the GMM Canada has personal responsibility for Canadian banking regulatory risk.
- GMM Canada serve as the Chairman and CEO of Citibank Canada Investment Funds Ltd. (CCIFL)
- Also serves as the Ultimate Designated Person (UDP) for CCIFL requiring oversight of the control environment.
- Maintain close relationships with various regulatory bodies (Ontario Securities Commission, Quebec Securities Commission, Office of Superintendent of Financial Institutions (OSFI).

**CITIBANK CANADA FRANCHISE LEADERSHIP**
- Voting member of the Country Coordinating Committee and Asset Liability Committee
- Member of the Business Risk and Control Committee for Citibank Canada
- Member of the board of Citigroup Global markets Canada Inc

**KEY CHALLENGES / ANTICIPATED CHANGES**:

- Build marketplace awareness of Citi Private Banking and communicate the value that Citi can bring to the new clients and the community.
- Position the Citi 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 "high end" client base.
- Ensure staff is well trained on Private 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.
- Achieve high levels of customer satisfaction for client base as client count increases.
- Quickly gaining market share in regional market.
- Effectively manage time / prioritizing multiple tasks
- Effectively coach all Team to achieve exceptional performance.
- Consistently recognize staff members for accomplishments and exceeding objectives.
- Build and maintaining a cohesive team that has the skills and characteristics to evolve into a High Performance Team.

**EXPERIENCE**:

- MBA degree or equivalent experience
- Previously managed highly skilled sales force in Financial Services
- Extensive knowledge of investment management & derivative products
- Proven ability to manage against segmented (tiered) client base
- Demonstrated sales / acquisition performance
- Demonstrated coaching and people development experience
- Strong organizational skills
- Excellent communication (written and verbal) and presentation skills
- Demonstrated ability to motivate staff
- Marketing planning skills
- Sales plan development skills
- Budget management skills
- Financial analysis skills (revenue, expenses, margin)
- Excellent decision making skills
- Strong business acumen

**PERSONAL**:

- Team player
- Excellent people manager with proven skills and abilities to recruit, select and develop talent
- Excellent communicator (staff, clients and co

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