Agency & Trust Sales Support Agency & Trust Sales Support …

Citi
in Hong Kong
Permanent, Full time
Last application, 16 Apr 21
Competitive
Citi
in Hong Kong
Permanent, Full time
Last application, 16 Apr 21
Competitive
Citi
Agency & Trust Sales Support
Sales Support person will provide critical administrative support for senior sales managers across the region. The successful candidate will build an in-depth knowledge of the corporate trust industry in Asia with exposure to a wide variety of products including Debt Capital Markets, Equity Capital Markets, Securitization, Project Finance and M&A related transactions.

Key Responsibilities:
(Describe the main activities the job-holder will perform)
  • Provide Sales MIS support to the Sales Head as well as administrative support to Agency and Trust sales managers in Asia Pacific.
  • Gain an understanding of the Asia capital markets industry with a view to preparing proposals, negotiating fees and eventually managing vanilla debt proposals to intermediaries as may be needed.
  • Provide support to sales team for preparation of pitchbooks, proposals etc where required
  • Provide support for entering of deals into CRM system and tracking sales cycles based on proposal status.
  • Provide market analysis information in support of sales targets and strategies. This includes geographical client information, deal revenue analysis and other management reports.
  • Seek approvals and ensure such approvals are in place on a timely basis for all new transactions.
  • Present details of new transactions at weekly deal review meeting where sales manager is unable to present.
  • Check and prepare weekly business pipeline reports for the Agency and Trust Management team.This includes details of all wins, losses, deals in progress, Fixed Income collaboration / cross sell reporting and factored pipeline reporting.
  • Use financial publications and internet sources to produce a regional weekly rumour mill for Asia Sales Team summarising all new deal opportunities.
  • Provide sales support in terms of creation and updating of marketing materials, sales presentations, files and follow up sales efforts.
  • Participation in various ad-hoc sales related projects as needed.


Development Value:
(What opportunities to develop can the job offer a prospective candidate?)
  • The role will allow the individual to gain an in-depth understanding of the capital markets industry in Asia with exposure to a wide variety of transaction types.
  • The role will enable the individual to enhance/develop both written and verbal presentation skills through continuous interaction with Agency & Trust customers and key intermediaries.
  • The candidate will significantly enhance their understanding of complex financial products and services and gain exposure to numerous business lines and products within Banking, Capital Markets & Advisory.
  • The candidate will gain a strong understanding of Citi's process for on-boarding clients which will position them ideally for transition into a full sales manager role in due course.

Knowledge/Experience/Skills:
  • The candidate should have a basic understanding of transaction services businesses, ideally gained up over a two to three year period.
  • A basic knowledge of capital markets products would be advantageous.
  • The candidate should have very strong Excel skills.
  • Ability to read and disseminate key information contained within complex transaction documents.
  • Attention to detail required in producing client facing presentations
  • Strong communication skills are critical
  • Aspirations to advance into a sales role over time

Job Family Group:
Institutional Sales
Job Family:
Institutional Product Sales
Time Type:
Full time
Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi .

View the " EEO is the Law " poster. View the EEO is the Law Supplement .
View the EEO Policy Statement .
View the Pay Transparency Posting
Citi logo
More Jobs Like This
See more jobs
Close
Loading...
Loading...