Banker, Safe Act

2 weeks ago

New York, New York, United States Citigroup Inc Full time

Citibank, N.A. seeks a Banker, Safe Act for its New York, New York location.

Duties: Build and maintain a book of ultra-high net worth clients. Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters ranging from banking to lending and investing. Actively identify prospects and establish contact; convert prospects into clients. Oversee inbound client service and reverse inquiry client issues. Demonstrate an in-depth understanding of clients businesses and sources of wealth generation. Analyze products and services to match with prospective clients needs. Maintain understanding of client goals and risk tolerance to ensure that financial strategies are appropriate. Assist clients to achieve broad financial and investment goals related to the creation and management of wealth. Develop tailored solutions that address clients' investment, risk management, financing and liquidity needs. Plan and prioritize activities to maximize revenue growth and client satisfaction. Establish a referral network. Align complementary experiences and skill sets of team members to maximize client effectiveness. Follow standard procedures and advocate appropriate exceptions when warranted. Ensure compliance on regulatory requirements and minimize potential liability for the bank. Build relationships and partner with support groups in Private Bank to maintain control, find solutions and resolve issues. Ensure clients are presented with seamless execution of internal processes and bank services. Flag and report improper transactions, complying with regulatory policies and control procedures regarding client acceptability. Present, analyze and communicate complex financial concepts and investment strategies. Keep abreast of financial industry developments and global market conditions. A telecommuting/hybrid work schedule may be permitted within a commutable distance from the worksite, in accordance with Citi policies and protocols.

Requirements: Requires a Bachelors degree or foreign equivalent in Business Administration, Finance, Economics or related field and 5 years of progressively responsible, post-baccalaureate experience as a Private Bank Analyst, Banker, Private Banker Senior Lead or related position involving Private Banking. 5 years of experience must include: Wealth and asset management; International investment banking for high net worth individuals; Developing and implementing strategic investment plans for high-net-worth individuals; and Relationship management. Up to 15% international and domestic travel required. Applicants submit resumes at Please reference Job ID # EO Employer.

Wage Range: $271,939 to $300,000

Job Family Group: Private Client Coverage

Job Family: Private Banker

**Job Family Group:**

**Job Family:**

**Time Type:**

Full time

**Primary Location:**

New York New York United States

**Primary Location Full Time Salary Range:**

In addition to salary, Citis offerings may also include, for eligible employees, 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:**

Jul 10, 2024

Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their 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 )** .

View the "EEO is the Law ) " poster. View the EEO is the Law Supplement ) .

View the EEO Policy Statement ) .

View the Pay Transparency Posting )

Citi is an equal opportunity and affirmative action employer.

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

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