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Citi

Client Executive (Relationship Sales), Prime Services - Futures and Derivatives Clearing

Posted 6 Days Ago
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Sydney, New South Wales
Expert/Leader
Sydney, New South Wales
Expert/Leader
The Client Executive will manage client relationships, ensure satisfaction, drive revenue growth, and enhance Citi's product offerings while collaborating with various teams.
The summary above was generated by AI

The Client Executive or Relationship Sales group within Equities Prime Services is responsible for ensuring both client satisfaction (through service & experience) and revenue generation.  This role will fully understand the strategies executed by their clients and the revenue opportunity for Citi, whilst looking to leverage the relationship to enhance the footprint of Citi with the client and materialize cross-sell opportunities between Futures, Options and OTC clearing and FX Prime Brokerage as well as Equities Prime brokerage and Electronic Execution business.

This role is based in Sydney, and will be responsible for managing primarily the Australia based clients who are trading and clearing onshore Australia and all global exchanges.

Key Responsibilities:

  • Know Your Client – Structure, Strategies, and Service needs.

  • Accountable for client profitability; revenue growth and ensure adherence with Service Level Agreements

  • Accountable for day-to-day service and client satisfaction, including risk management and timely escalation

  • Perform regular client reviews to determine overall client satisfaction and coordinate the response to client concerns

  • Drive continuous enhancement of Citi products and services across Australia's Futures and Prime Franchise

  • Understanding the client wallet, driving organic growth and the identification and execution of cross sell opportunities including Equities Prime brokerage and Electronic Execution business.

  • Work in close partnership with control functions such as Legal, Compliance, Market and Credit Risk, Audit, Finance to ensure appropriate governance and control infrastructure for Futures Clearing Product

  • Build a culture of responsible finance, good governance and supervision, expense discipline and ethics

  • Manage overall liquidity of the business e.g., effective margin management across CCPs, manage investments and reduce overall business borrowing needs

  • Driving all aspects of interest income and associated costs including detailed understanding of balance sheet, RWA, Capital, GSIB and reducing working capital costs

  • Represent Citi in various engagements with external stakeholders including: CCPs, trade organizations, exchanges, and vendors

Knowledge/Experience:

  • Extensive prior experience in one or more of Futures, OTC Clearing and FXPB is essential.

  • A good cross product knowledge covering, equities, fixed income, FX, Derivatives, Electronic Trading and Swaps.  Should cover trading, market regulations.

  • A strong understanding of the regulatory, risk and control environment impacting our business.

  • A good understanding of global markets, including Market Regulations, Investment Limitations and Operational/Settlement Procedures.

  • A good understanding of mega banks, regional banks, asset managers, insurance and hedge fund investment style.

  • A knowledge with IT infrastructure supporting financing products

Skills: 

  • Self-motivated with strong organizational skills.

  • Excellent written and verbal communication skills and the confidence to handle external meetings and discussions with Clients.

  • Attention to detail and the commitment to deliver an excellent service to a demanding global client base.

  • Advanced analytical skills, as well as the ability to break down problems and proactively own the problem by recommending and/or implementing solutions.

  • The ability to multitask and constantly assess and change priorities in line with the demands of the business and Client base.

  • Willingness and motivation to maintain a steep learning curve, keeping in tune with the business, client demands and global market developments.

  • Client management

  • Market analysis and risk management capability

  • Business driven individual willing to work on the business holistically

Qualifications:

  • More than 10 years of relevant experience

  • Previous experience in the financial industry preferred

  • Proven analytical and organization skills

Education:

  • Bachelor's degree/University degree or equivalent experience

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Job Family Group:

Institutional Sales

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Job Family:

Investor Sales

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Time Type:

Full time

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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

Top Skills

Derivatives
Electronic Trading
Equities
Fixed Income
Futures
Fxpb
Otc Clearing
Swaps

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