Private Banking - Global Market Manager (Gmm) - Canada

Job Id: 23635179

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

• Participate and initiate client calls with sales force
• Accelerated sales revenue performance
• Develop strategy to expand within the Canadian Region, open new offices when and where appropriate.
• 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.

DRIVE SALES RESULTS&PROFITABILITY

• Streamline sales processes to meet client needs.
• Continuously track sales performance.
• Help bankers sell and add value to the sales process.
• Manage expenses of sales team.

BUILD&MAINTAIN CLIENT RELATIONSHIPS

• Minimal customer attrition
• Ensure clients are presented with a seamless integration of products and services that best meet their needs.
• Actively assist bankers in assessing client needs and developing recommendations.
• Give client issues the highest level of priority.
• Highly satisfied client base

BUILD EFFECTIVE TEAMS

NEGOTIATE THE CITIGROUP ORGANIZATION

• Influence and gain support across all levels of the CPB and Citigroup.
• Identify and initiate cross-referral opportunities.

PROMOTE INTEGRITY&TRUST

• Ensure 100% compliance on all regulatory requirements.
• Communicate risks and reduce exposure for the client and the CPB.
• 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.
• Maintain close relationships with various regulatory bodies (Ontario Securities Commission, Quebec Securities Commission, Office of Superintendent of Financial Institutions (OSFI).
• 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.

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.
• 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.
• Ensure staff is well trained on Private Banking products and services and that the Team can effectively communicate the "Citi" value.
• Recruit, select and develop staff with well-rounded skills and knowledge to ensure growth and development of "high end" client base.
• Achieve high levels of customer satisfaction for client base as client count increases.
• Position the Citi Private Bank as the provider of choice for top UHNW Families in the Region.
• Quickly gaining market share in regional market.
• Effectively coach all Team to achieve exceptional performance.
• Consistently recognize staff members for accomplishments and exceeding objectives.
• Effectively manage time / prioritizing multiple tasks
• Build and maintaining a cohesive team that has the skills and characteristics to evolve into a High Performance Team.

EXPERIENCE:

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

PERSONAL:

• Highly motivated to succeed. Results oriented
• Self-starter - Entrepreneurial Spirit
• Change agent/Flexible
• Hardworking/Conscientious
• Active listening skills
• Team player
• Customer and quality focused
• Excellent people manager with proven skills and abilities to recruit, select and develop talent
• Ability to handle complex client situations. Solution provider
• Thinks outside of the box
• Is highly regarded and respected within the community
• Excellent communicator (staff, clients and colleagues).
• Thinks strategically — Sees the big picture
• Ability to influence others (staff, peers, superiors)
• Will be viewed by all staff as a strong manager equally focused on the business, clients and employee success
• Leads by example. Is seen as a "role model"

Citi Canada is an equal opportunity employer. Accordingly, we will make accommodations to respond to the needs of people with disabilities (including, without limitation, physical and mental health disabilities) during the recruitment process and otherwise in accordance with law. Individuals who view themselves as Aboriginals, members of visible minority or racialized communities, and people with disabilities are encouraged to apply.

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Job Family Group:

Private Client Coverage

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Job Family:

Franchise Management

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Time Type:

Full time

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