Strategic Banking Professional

3 weeks ago


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

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.



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