Insurance Specialist - C10 - SINGAPORE

About Citi

At Citi, we connect millions of people across hundreds of cities and countries every day. We’ve been doing it for more than 200 years through our unparalleled global network. We provide a broad range of financial services and products to our clients—whether they be consumers, corporations, governments, or institutions—to help them meet their biggest opportunities and face the world’s toughest challenges.

Citibank serves as a trusted advisor to our retail, mortgage, small business and wealth management clients at every stage of their financial journey. Through Citi's Access Account, Basic Banking, Citi Priority, Citigold and Citigold Private Client, we offer an array of products, services and digital capabilities to clients across the full spectrum of consumer banking needs worldwide.

Citi Global Wealth (CGW) brings together the full power of Citi to serve the entire continuum of wealth clients, from affluent to ultra-high net worth to family offices. The strategies we create help our clients maintain liquidity while maximizing yields, transact in foreign currency and across borders, and manage fluctuating expenses or cash flow. We are uniquely suited to helping our clients meet their banking needs across regions through our global network.

We’re currently looking for a high-caliber professional to join our team as Insurance Specialist - C10, based in Singapore. Being part of our team means that we’ll provide you with the resources to meet your unique needs, empower you to make healthy decisions and manage your financial well-being to help plan for your future.

• Citi provides access to an array of learning and development resources to help broaden and deepen your skills and knowledge as your career progresses.
• Citi provides programs and services for your physical and mental well-being including access to telehealth options, health advocates, confidential counseling and more. Coverage varies by country.

Position overview

The Insurance Specialist (IS) - C10 is a developing professional role. It applies specialty area knowledge in monitoring, assessing, analyzing and/or evaluating processes and data. It identifies policy gaps and formulates policies. It interprets data and makes recommendations. It researches and interprets factual information. It identifies inconsistencies in data or results, defines business issues and formulates recommendations on policies, procedures or practices. It integrates established disciplinary knowledge within own specialty area with a basic understanding of related industry practices. It has a good understanding of how the team interacts with others in accomplishing the objectives of the area. It develops working knowledge of industry practices and standards. It has limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team.

Responsibilities

• Provide daily market updates and trading strategic plans for clients and individual sales staff.
• Use a holistic financial planning approach to educate and help customers identify financial gaps in their current wealth or asset allocation and to introduce suitable products.
• Coach and motivate on banking (FX, Insurance, etc.) products through daily interactions.
• Provide branch colleagues with updates on particular products via regular market updates and technical analysis.
• Work with Branch Managers to set plans to meet financial commitments.
• Assist bankers in meeting team goals.
• Strictly abide by the requirements of compliance and internal controls on sales activities.
• Maintain and manage good relationships with customers to ensure a consistent and superior banking experience.
• 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.

Qualifications

• 0–2 years of financial planning experience preferred.
• Excellent communication and people skills. Knowledge of financial planning skills, insurance laws, insurance products and investment products. Enthusiasm in achieving goals. Ability to work under pressure to deliver individual sales targets. Positive and cooperative mindset. Open to change.
• Relevant CMFAS and M papers required.
• Good knowledge of tax law and general financial and economic market.

Education

• Bachelor’s/University degree or equivalent experience.

Job Details

Job Family Group: Consumer Sales

Job Family: Consumer Product Sales

Time Type: Full time

Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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