Head Of Advice

Citi's  Mission and Value Proposition   explains what we do and  Citi Leadership Standards  explain how we do it. Our mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. We strive to earn and maintain our clients' and the public's trust by constantly adhering to the highest ethical standards and making a positive impact on the communities we serve. Our Leadership Standards is a common set of skills and expected behaviors that illustrate how our employees should work every day to be successful and strengthens our ability to execute against our strategic priorities.

As the Head of Advice, you will be tasked with working closely with the Head of Banking and Wealth Management Distribution to formulate and deliver on the Wealth Management strategy in Australia.  This strategy will involve the build out of partnerships both internally and externally to deliver on an end to end advice proposition for Citi Australia.   The role will be responsible to execute on the significant growth aspirations of the Wealth Management Strategy.

Some of your accountabilities would include:

  • Ensure that the advice delivery process is efficient and effective.
  • Work with key stakeholders including product management, investment specialists and Wealth Management network to provide relevant input into wealth offering.
  • Be abreast with the latest advisory tools and technology.
  • Ensure that the frontline staff are equipped with the right skill set and are abreast with the latest regulatory environment in which they operates.
  • To coach frontline staff to effectively identify potential client needs and advice requirements.
  • Build a strong, collaborative working relationship with key internal stakeholders such as Area Managers, Citigold Executives, Relationship Managers  Mortgage Specialists, Product teams, Region, and Compliance and Legal.
  • Ensure that the advice delivery process is efficient and effective.

We are looking for candidates with the following attributes:

  • Diploma of Financial Planning is essential
  • Minimum 10 years' financial services industry experience
  • Experience in sales of investment products
  • Good understanding of industry legislative and compliance regime around advice in the local Australian market is essential
  • Proven experience in sales management including managing a P&L
  • RG 146 Certified, CFP (Desirable)

When you work at Citi, you will be working for an organisation that truly has a global footprint and a powerful network that spans the globe. We celebrate individual ingenuity and use the diversity of our people in order to drive high performance. Through dedicated support, training and resources, we promote our talent and future leaders to bring about lasting and positive impact. Citi Australia is an Employer of Choice for Women and supports a flexible work environment.

Personal information (as defined in the Privacy Act 1988) will be handled in accordance with our Privacy Policy. Please see www.citi.com.au/privacy


Grade :All Job Level - All Job FunctionsAll Job Level - All Job Functions - AU
Time Type :Full time

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