UHNW Associate Banker

4 weeks ago


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

The Associate Banker 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 technical authority for an area within the business. Requires basic commercial awareness. There are typically multiple people within the business that provide the same level of subject matter expertise. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family.

Key Responsibilities:

- Assist the Banker in the creation of sales and marketing strategies designed to generate revenue growth and to acquire new target clients, with a focus on Investments

- Assist the Banker with prospecting - conduct new client/prospect research, generate leads and develop prospects, network to identify referrals to new clients/prospects, and coordinate client events

- Assist the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients.

Additional Responsibilities:

- Client/prospect meetings - Organize the pre-call planning, organizing post-meeting notes, and maintain all client call records including call reports

- Assist the Banker in deepening the existing client relationship through deep-dive analysis

- Provide accurate and timely revenue tracking and deal pipeline reports and other relevant information to the Banker

- Provide day to day support to Banker on documentation such as account opening and closing, loan disbursals, etc.

- Provide complete service support to client, including solving complex client inquiries

Requirements:

- 6-10 years of experience

- Knowledge of investments is required; banking and credit products desirable

- Ability to manage relationships both internal and external; Ability to multi-task

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:

Citigroup Inc

Primary Location Full Time Salary Range:

$119,000.00 - $182,000.00

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 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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