Mutual Fund & Discretionary Portfolio Management Specialist - SVP
Citi(1 month ago)
About this role
The Investment Sales Senior Lead at Citi is a strategic senior professional specializing in managed investment products such as mutual funds, liquid alternatives and discretionary portfolios. They provide senior-level expertise that shapes technical strategy and influences business outcomes across the Private Client Product Services group, with accountability for significant direct business results. The role includes responsibility for staff management and serving as an authoritative internal advisor and liaison across teams.
Required Skills
- Investment Products
- Mutual Funds
- Discretionary Portfolios
- Product Knowledge
- Sales
- Relationship Management
- Pipeline Management
- Client Servicing
- Market Analysis
- Presentation
+6 more
Qualifications
- Bachelor's Degree
- Master's Degree Preferred
About Citi
citi.comCitibank offers multiple banking services that help you find the right credit cards, open a bank account for checking, & savings, or apply for mortgage & personal loans.
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