Strategic Banking Professional
3 weeks ago
The Associate Banker plays a key role in driving revenue growth and client acquisition for Citigroup Inc. This strategic professional stays abreast of market developments and contributes to directional strategy by considering their application in their job and the business.
Key responsibilities include:
- Assisting the Banker in creating sales and marketing strategies to generate revenue growth and acquire new target clients, with a focus on investments.
- Conducting new client/prospect research, generating leads, and developing prospects to network and identify referrals to new clients/prospects.
- Profiling, qualifying, and converting prospects into Citi Private Bank clients.
- Organizing client/prospect meetings, including pre-call planning, post-meeting notes, and maintaining all client call records.
- Providing accurate and timely revenue tracking and deal pipeline reports to the Banker.
- Supporting the Banker with documentation, such as account opening and closing, loan disbursals, and ensuring appropriate documentation related to KYC/AML.
The ideal candidate will have knowledge of investments and banking and credit products, with a Bachelor's/University degree, Master's degree preferred. Private Client Coverage, Private Banker Support, and Full-time employment are key aspects of this role.
Citi offers competitive employee benefits, including medical, dental, and vision coverage, life, accident, and disability insurance, and paid time off packages. 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.
-
New York, New York, United States Bridgepoint Investment Banking Full timeWHO WE AREAt Bridgepoint Investment Banking, we're a dynamic team of professionals dedicated to delivering exceptional results for family and founder-owned businesses. Our focus on integrity and core values drives our commitment to providing full-service investment banking solutions across the country.We're passionate about creating a vibrant and dynamic...
-
New York, New York, United States PJT Partners Full timePJT Partners is a leading global advisory-focused investment bank. Our team of senior professionals delivers a wide range of strategic advisory, shareholder advisory, restructuring and special situations, and private fund advisory and placement services to corporations, financial sponsors, institutional investors, and governments worldwide. We offer a unique...
-
Portfolio Manager, Strategic Allocation
4 weeks ago
New York, New York, United States Natixis Corporate & Investment Banking Full timeJob SummaryWe are seeking a highly skilled and experienced Portfolio Manager to join our team at Natixis Corporate & Investment Banking. As a key member of our Strategic Allocation and Optimization group, you will be responsible for leading all aspects of optimization of resources for the balance sheet assets under our scope.Key ResponsibilitiesOptimize...
-
Market Risk Strategic Initiative Director
4 weeks ago
New York, New York, United States Sumitomo Mitsui Banking Corporation Full timeJob Title: Market Risk Strategic Initiative DirectorSumitomo Mitsui Banking Corporation is seeking a highly skilled Market Risk Strategic Initiative Director to join our team. As a key member of our risk management department, you will be responsible for developing and implementing strategies to mitigate market risk and ensure the stability of our financial...
-
Strategic Banking Engagement Director
3 weeks ago
New York, New York, United States TEPHRA Full timeJob Title: Strategic Banking Engagement DirectorJob Summary:We are seeking a highly experienced Strategic Banking Engagement Director to join our team at TEPHRA. As a key member of our consulting team, you will be responsible for driving high-value client relationships, selling and delivering business transformational programs, and integrating consulting...
-
Strategic Finance Professional
4 weeks ago
New York, New York, United States Pontera Full timeAbout PonteraPontera is a fintech company on a mission to revolutionize the way people retire. Our software platform empowers retirement savers to take control of their 401(k) and other retirement plan accounts, working closely with their trusted financial advisors to create a personalized strategy.Job SummaryWe are seeking a highly skilled Strategic Finance...
-
Senior Investment Banking Professional
4 weeks ago
New York, New York, United States Truist Full timeJob Title: Senior Investment Banking ProfessionalTruist is seeking a highly skilled Senior Investment Banking Professional to join our Corporate and Institutional Banking team. As a key member of our team, you will be responsible for providing exceptional client relationship management and investment banking services to corporate and private equity...
-
Banking Professional
3 weeks ago
New York, New York, United States Lyons National Bank Full timeJob Summary: We are seeking a highly motivated and detail-oriented individual to join our team as a Teller at Lyons National Bank.Key Responsibilities:Provide exceptional customer service to clients and respond to their inquiries in a timely and professional manner.Process transactions, including accepting deposits, cashing checks, and selling cashier...
-
Market Risk Associate
3 weeks ago
New York, New York, United States Sumitomo Mitsui Banking Corporation Full timeJob SummarySumitomo Mitsui Banking Corporation is seeking a highly skilled Market Risk Associate to join our team in the Americas Division. As a key member of our Market Risk Group, you will be responsible for driving strategic initiatives and governance functions to ensure the effective management of market risk across our global operations.The ideal...
-
New York, New York, United States Scotiabank Full timeCompany OverviewAs a leader in the banking industry, Scotiabank offers innovative solutions to support its clients' evolving payment needs. Our Global Transaction Banking (GTB) division is the cornerstone of our payments and transaction engine, providing treasury management solutions to Small Business, Commercial, and Corporate clients.SalaryWe offer a...
-
Strategic Finance Professional
3 weeks ago
New York, New York, United States Guggenheim Partners Full timeStrategic Finance Role OverviewGuggenheim Investments is seeking a highly skilled and analytical individual to join its Strategic Finance team. This role will provide broad exposure to all financial aspects of the business and support key initiatives across the firm.Key ResponsibilitiesDevelop and maintain long-range financial models and scenario analysis to...
-
Strategic Campaigns Director
4 weeks ago
New York, New York, United States Strategic Organizing Center Full timeAbout the RoleWe are seeking a seasoned professional to lead comprehensive campaigns that challenge America's largest corporations to take responsibility for their business practices' impact on working families and communities.Key ResponsibilitiesDevelop and execute strategy for corporate reform campaignsLead research and campaign development processesDesign...
-
Chief Financial Officer
3 weeks ago
New York, New York, United States Bridgepoint Investment Banking Full timeTransform Your Career with Bridgepoint Investment BankingWe're a next-gen, impact-focused investment bank that's passionate about delivering top-notch results for family and founder-owned businesses. Our dynamic environment is perfect for Wall Street rockstars who thrive in a fast-paced, culture-focused setting.As a Managing Director, you'll be responsible...
-
New York, New York, United States Barclays Full timeJob SummaryAs a Vice President Investment Banking Healthcare at Barclays, you will play a key role in projects such as company valuation, strategic advisory, and execution of debt and equity offerings. You will be responsible for creating financial analysis and modeling, industry research, and coordination with internal teams related to financing or sales....
-
Investment Banking Professional
3 weeks ago
New York, New York, United States Mizuho Financial Full timeJob Summary:Mizuho's Banking Division provides comprehensive investment and corporate banking services to leading international corporations, financial institutions, and public sector entities in the US and Canada.As a Senior Associate/Vice President, you will take a lead role in the design, origination, structuring, and execution of mergers & acquisitions,...
-
Investment Banking Professional
4 weeks ago
New York, New York, United States Selby Jennings Full timeHealthcare Investment Banking AssociateThis esteemed boutique investment bank in New York City is seeking a talented Investment Banking Associate to join their dynamic team in the healthcare group. The ideal candidate will have a strong background in investment banking, with a proven track record in executing M&A transactions within the healthcare sector.Key...
-
Commercial Banking Professional
4 weeks ago
New York, New York, United States Amalgamated Bank of NY Full timeJob SummaryAmalgamated Bank of NY seeks a Commercial Banking Professional to drive commercial banking growth across all regions, ensuring the bank meets its obligations under the Community Reinvestment Act (CRA). This role involves identifying and fostering relationships with CDFIs and other community and intermediary finance organizations.Key...
-
Investment Banking Professional
4 weeks ago
New York, New York, United States The Goldman Sachs Group Full timeInvestment Banking DivisionWe're seeking a talented professional to join our Investment Banking Division, where you'll work on complex financial challenges and transactions. As a key member of our team, you'll collaborate with clients, bankers, and other stakeholders to deliver exceptional results.Key Responsibilities:Develop and maintain client...
-
Senior Strategic Advisor
4 weeks ago
New York, New York, United States Ashton Lane Group, Inc Full timeJob OverviewAs a Senior Strategic Advisor at Ashton Lane Group, Inc, you will play a key role in supporting Executive Management on high-level strategic projects. Your responsibilities will include developing well-structured frameworks to solve complex problems, providing guidance to efficiently complete projects, and defining, conducting, and supervising...
-
Senior Operational Planning Analyst
3 weeks ago
New York, New York, United States Sumitomo Mitsui Banking Corporation Full timeAbout the RoleWe are seeking a highly skilled Senior Operational Planning Analyst to join our team at Sumitomo Mitsui Banking Corporation. As a key member of our Americas Division, you will play a critical role in supporting the development and implementation of operational plans that drive business efficiency and mitigate operational risks.Key...