Sales Performance Management Officer 績效管理專案經理_Retail Banking
Citi
Taiwan
3天前

The Sales Support Intermediate Analyst is an intermediate level position responsible for providing a range of sales support activities including analysis of sales outcomes, opportunities and the creation of proposals in coordination with the Consumer Sales team.

The overall objective of this role is to provide support / ancillary services to sales people and across all client segments.

Responsibilities :

  • Provide sales support by designing and implementing process improvements
  • Support new products, promotions, and projects defined by the business
  • Resolve most issues by applying professional judgment when interpreting data and results
  • Review and provide training material to sales and operations
  • Support sales activities for high profile clients
  • Provide administrative assistance for sales management teams
  • Ensure sales team are compliant with regulations
  • 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 :

  • 2-5 years of relevant experience
  • Required Licensing : Series 7 and Series 63
  • Working knowledge of related industry practices and standards
  • Consistently demonstrates clear and concise written and verbal communication
  • Education :

  • Bachelor’s degree / University degree or equivalent experience
  • This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

    Grade : All Job Level - All Job FunctionsAll Job Level - All Job Functions - TW

    Time Type : Full time

    Citi is an equal opportunity and affirmative action employer.

    Minority / Female / Veteran / Individuals with Disabilities / Sexual Orientation / Gender Identity.

    Citigroup Inc. and its subsidiaries ("Citi ) invite all qualified interested applicants to apply for career opportunities.

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    To view the "EEO is the Law" poster CLICK HERE. To view the EEO is the Law Supplement CLICK HERE.

    To view the EEO Policy Statement CLICK HERE.

    To view the Pay Transparency Posting CLICK HERE.

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