This position is a client facilitation manager role that works with and support Markets Sales to improve client experience.

• Support actively sales and contribute to improving the relationship between the entire company and its customers. (Client Experience)
• Work with Client Specialist to provide the necessary support for our sales activities, as well as deal with negotiations with customers

Responsibilities:

• Enhance client service levels by providing focused service to Markets Japan Sales clients
• Drive document negotiations with these clients and accordingly reduce overall backlogs.
• Create greater transparency around Credit/Legal requirements in documents, working closely with Sales and Relationship Managers
• Manage to make the client / account onboarding as well as KYC / AML process timely and efficient by working together with the relevant Operations and Compliance colleagues
• Drive the Markets Japan wide project to review and improve the client / account onboarding process as well as KYC/AML requirements / policies /procedures / templates to achieve the Sales and Client Experience
• Drive Firm policy for documentation/ credit initiatives to manage Citi risk profile while balancing the client relationships
• Develop themes for client documentation exception requests, and identify streamlined escalation solutions

Qualifications:

• Japanese and English (Professional level)
• Sales support and/or marketing experience
• Experience in Capital Markets or in Operations, Risk, Client On-boarding, Middle Office or, Understanding of Markets Products or Financial Degree
• Experience working in a financial organization or legal space may help
• Proficient with Microsoft Office, Bloomberg or credit risk and settlement systems
• Excellent interpersonal and communication skills
• Superior quantitative / problem-solving skills
• Knowledge of the products, clients and business dynamics (flow derivatives, indices, single-stock, exotics, multi asset equity derivative products) will help.
• Good understanding of Client Marketing needs
• Project management skills
• Good understanding of Client documentation and account opening / KYC procedures
• Proficient in Microsoft Office with an emphasis on MS Excel
• Proven communications and project management skills

Education:

• Bachelor’s/University degree, Master’s degree preferred

Job Family Group:

Institutional Sales
Job Family:

Institutional Sales Support:

Time Type:

Full time
Most Relevant Skills

Please see the requirements listed above.
Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.
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