The Associate Banker SAFE Act LO is a strategic professional who stays abreast of developments within their field and contributes to directional strategy by considering their application in their job and the business. Recognized as a technical authority for an area within the business, this role requires basic commercial awareness. Developed communication and diplomacy skills are essential to guide, influence, and convince others, particularly colleagues in other areas and occasional external customers. The role has a significant impact on the area through complex deliverables, providing advice and counsel related to the technology or operations of the business. Work impacts an entire area, affecting the overall performance and effectiveness of the sub-function/job family.
Responsibilities:
- Partner with Banker in the creation of sales and marketing strategies designed to generate revenue growth and acquire new target clients.
- Partner with Banker on prospecting efforts - conduct new client/prospect research, generate leads, develop prospects, network to identify referrals, and coordinate client events.
- Organize client/prospect meetings, including pre-call planning, organizing post-meeting notes, and maintaining all client call records.
- Introduce Citi's value proposition to incoming employees at target firms.
- Cultivate relationships with firm employees and source leads to generate new individual and institutional business.
- Leverage relationships to understand client needs and deepen Citi's relationships with existing clients.
- Construct and execute marketing campaigns around unique and tailored product offerings.
- Work closely with Investments, Credit, Cash Management, and Financial Planning teams to source opportunities, prepare client pitches, and deliver Citi's full suite of banking and wealth management solutions.
- Provide complete service support to clients, including solving complex client inquiries.
- Assess risk when making business decisions, demonstrating consideration for the firm's reputation and compliance with applicable laws, rules, and regulations.
Qualifications:
- 5+ years of relevant experience.
- Prior experience in wealth management or other financial services roles preferred.
- Ability to manage relationships both internally and externally.
- Ability to multi-task.
- FINRA SIE, Series 7, Series 66 required (or obtained within 120 days).
Education:
- Bachelor's/University degree; Master's degree preferred.
Job Family Group: Private Client Coverage
Job Family: Private Banker Support
Time Type: Full time
Primary Location: Palo Alto, California, United States
Primary Location Full Time Salary Range: $109,120.00 - $213,480.00
In addition to salary, Citi's offerings may also include discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit Available offerings may vary by jurisdiction, job level, and date of hire.
Anticipated Posting Close Date: Jan 23, 2025
Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to 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 .
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