Senior Investment Banker
1 day ago
The Senior Investment Banker SAFE Act Expert is a seasoned professional role that requires in-depth knowledge of investments, banking, and credit products. The ideal candidate will have 5-8 years of experience and a strong understanding of the banking industry. The role involves assisting the Banker in creating sales and marketing strategies, prospecting, and deepening existing client relationships. The successful candidate will have excellent analytical and communication skills, as well as the ability to manage relationships both internal and external.
Responsibilities- Assist the Banker in creating sales and marketing strategies to generate revenue growth and acquire new target clients.
- Conduct new client/prospect research, generate leads, and develop prospects.
- Profile, qualify, and convert prospects into Citi Private Bank clients.
- Organize client/prospect meetings, maintain call records, and provide accurate and timely revenue tracking and deal pipeline reports.
- Provide day-to-day support to the Banker on documentation, client inquiries, and risk assessment.
- 5-8 years of experience in investments, banking, and credit products.
- Strong analytical and communication skills.
- Ability to manage relationships both internal and external.
Bachelor's/University degree or equivalent experience.
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Investment Banking Associate
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Senior Relationship Banker
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Investment Banking Analyst
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Senior Relationship Banker
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Investment Banking Associate
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Senior Relationship Banker
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Investment Banking Associate
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