At Citi, involvement of our leadership team at forums such as Davos and at our proprietary strategic client events and conferences are pivotal in fostering strong client relationships and elevating the Citi brand across our global stakeholders. These impactful engagements range from high-profile, cross-business global forums to specialized regional events, all meticulously designed to represent Citi's commitment to client connectivity and brand excellence.
Responsibilities
- Own and organise bilateral meetings across all strategic forums and key events, including:
- Client prioritisation and outreach for senior management attendees
- Acting as the liaison across all business lines
- Coordination of client lists, briefing documents and biographies
- On‑site point of contact for client meetings
- Ensuring compliance to all Citi meeting policies as it relates to gifts & entertainment
- Ensuring post‑event client meeting tracking in relevant system for each business, including:
- All client meetings entered onto business CRM calendar (ie, Velocity, Toolbox, etc) for monitoring of high‑profile events
- All client attendees are entered onto Velocity calendar for correct MiFID invoicing (Markets requirement)
- Coordination with various teams to collate attendee details
- Responsible for measurement, reporting and monitoring of key client activities and meetings
- Track meetings on Marketing tracker, CRM, Velocity, etc.
- Coordination of monthly reviews and reporting
- Partner with Finance to evaluate event effectiveness through evaluation of key performance indicators
- Owner of travel calendar and meetings for Executive Management Team and Business Heads as necessary
- Coordination of internal and external/client meetings when traveling, including strategic forums and Citi hosted events
- 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 judgement regarding personal behaviour, conduct and business practices, and escalating, managing and reporting control issues with transparency.
- 6‑10 years of experience
Qualifications
- Proven analytical, project and process management skills
- Solid organizational skills and ability to manage multiple projects at one time
- Excellent interpersonal skills
- Self‑starter who also has a demonstrated ability to work successfully in team environment and drive results from team
- Consistently demonstrates clear and concise written and verbal communication skills
- Ability to interact appropriately with people across different functions and multiple levels across organization
- Advanced marketing competence across search, display, paid media and measurement
- Ability to work in a fast‑paced, dynamic environment
Education
- Bachelor’s/University degree, Master’s degree preferred
Career & Culture
Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.