The job description provides a comprehensive overview of the role, responsibilities, qualifications, and other details. However, it contains some irrelevant content, such as job postings and promotional text, which should be removed for clarity and focus. Additionally, the formatting can be improved to enhance readability by properly structuring sections and eliminating unnecessary information. Here is a refined version:
business development officer
the business development officer is a developing professional role. Applies specialty area knowledge in monitoring, assessing, analyzing, and evaluating processes and data. Identifies policy gaps and formulates policies. Interprets data and makes recommendations. Researches and interprets factual information, identifies inconsistencies, defines business issues, and formulates recommendations on policies, procedures, or practices. Integrates established disciplinary knowledge within own specialty area with a basic understanding of related industry practices. Develops a working knowledge of industry standards and practices. Has limited but direct impact on the business through the quality of tasks/services provided, primarily affecting the own team.
responsibilities
* attracts, maintains, retains, and grows client relationships within the portfolio, offering high-value advisory services on segment products.
* serves a consolidated client portfolio.
* supports sales goals for the segment in the assigned geographical area, including portfolio growth, cross-selling, new customer acquisition, and retention.
* supports financial planning client engagement, including data entry, interpretation of investment statements, mortgage statements, employer benefit plans, and goal planning.
* ensures adherence to advisory standards, processes, and controls.
* keeps technical knowledge on investments, superannuation, insurance, and financial planning up to date.
* provides an exceptional client experience by fulfilling client needs, measured by specific metrics.
* assesses risks appropriately in business decisions, ensuring compliance with laws, regulations, and policies, and reporting control issues transparently.
qualifications
* 0-2 years relevant experience
* experience in sales of financial products
* excellent written and verbal communication skills
* ability to meet deadlines
* highly motivated and result-driven
education
* bachelor’s/university degree or equivalent experience
additional information
position is full-time within the consumer sales and business development job family, in the banking, financial services, and investment banking industries. Citi is an equal opportunity employer, committed to diversity and inclusion. Candidates with disabilities can review accommodations at citi’s accessibility resources.
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