Emea Investment Finance Margin Lending Transactor
Vor 6 Tagen
A Margin Lending Transactor works within the Investment Finance business with direct client coverage responsibility. In this capacity the Transactor works alongside the bankers and Investment Counsellours with primary responsibility to originate and structure transactions under the framework of the Margin Lending product programme. This is a demanding role, requiring a pro-active approach to marketing of the Margin Lending product, good relationship management skills, advanced investments knowledge, strong structuring capabilities, where individual judgment is needed to assess the risk reward dynamics of the extension of credit to deliver client Margin Lending solutions. It requires a strong mix of origination, legal and analytical skills and the ability to influence stakeholders, including clients, client third party advisers, Private Bankers, Risk or other areas of the Bank and to ensure transactions booked meet the Bank’s highest standards.
**Citi Global Wealth**
Citi Global Wealth is a Division of Citi focused on serving the needs of clients across the entire wealth spectrum. It has been created by combining the Wealth Management businesses across Citi Global Consumer Bank and Citi Private Bank. It serves over 500,000 clients through its global footprint in Asia, EMEA, Mexico, and North America.
Citi Global Wealth delivers a wide range of products and services covering capital markets, managed investments, portfolio management, trust and estate planning, investment finance and banking. By building on the strengths and capabilities across Citi, we intend to transform the way we serve clients across the wealth spectrum, delivering the full range of high tech and high touch capabilities Citi can offer, and ultimately help them achieve their goals.
**Job Background/context**:
The Investment Finance business of the Private Bank offers a diverse product range covering Margin Lending, Commercial Real Estate and Residential Real Estate finance, Aircraft and Art backed finance. The IF Transactor role within the Investment Finance team revolves around structuring and delivery of our core product range and the provision of tailored solutions to empower the CPB's High Net Worth clients to pursue balance sheet leverage, diversification and liquidity. This role is based in the CPB Switzerland office to focus on the growth of the Investment Finance Business, specifically Margin Lending, across the Transactor's designated coverage.
**Key Responsibilities**:
- Marketing and sale of the full Investment Finance Product range, specifically Margin Lending, including client calling and account planning in partnership with Private Bankers
- Understand and anticipate clients' needs, following up with effective products and financial solutions
- Maximize revenue generation and work towards agreed revenue targets whilst achieving at least minimum return targets ensuring responsible lending growth
- Responsible for appropriate Margin Lending transaction structuring and work in partnership with the Underwriting team to efficiently execute transactions with appropriate risk and return characteristics, ensuring appropriate Credit Policy and Risk Acceptance standard compliance
- Define, coordinate and oversee the analytical activities of the deal team
- Define and negotiate the transaction and credit framework (including covenant definition)
- Oversee preparation of credit and capital allocation Memos (as applicable)
- Partner with the Underwriting team on the the Credit Approval write up, for both new deals and annual reviews
- Negotiation, obtaining and closing of credit documentation, ensuring compliance with all Citi and external policies and coordinating with external counsel, Underwriting and Risk Management to ensure successful deal execution, as required
- Responsible for the early problem recognition process and must propose, when deemed appropriate, credit classification and appropriate risk rating on specific transactions/ relationships
**Development Value**:
- Exposure to all areas of the CPB and Citi Global Wealth business across EMEA with the opportunity to develop within these areas.
**Person Specification**
**Skills**:
- Strong sales and origination skill set
- Ability to communicate effectively with co-workers and clients
- Successful team worker with ability to work individually
- Ability to work under stress in possibly volatile market conditions
- Possess high level of professionalism and strong personal integrity
- High level of competence in Bloomberg, Microsoft Word, Excel and PowerPoint
- Strong creative and interpersonal skills coupled with an entrepreneurial spirit
- Possesses a broad base of execution skills, having successfully completed a range of complex transactions
**Knowledge/Experience**:
- Extensive experience of the financial industry
- Extensive investment and banking product knowledge
- Solid knowledge in asset allocation process, trading (equity, FX, fixed income and derivatives)
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