Strategic Banking Professional
3 weeks ago
The Associate Banker SAFE Act LO is a key professional who plays a critical role in driving business growth and client satisfaction. This role requires a deep understanding of financial markets, products, and services, as well as excellent communication and relationship-building skills.
Key Responsibilities- Partner with Bankers to develop and execute sales and marketing strategies that drive revenue growth and client acquisition.
- Conduct market research, generate leads, and develop prospects to identify new business opportunities.
- Build and maintain strong relationships with clients and prospects, providing tailored solutions to meet their financial needs.
- Collaborate with cross-functional teams to deliver Citi's full suite of banking and wealth management solutions to clients.
- Provide exceptional client service, including solving complex client inquiries and addressing client concerns.
- Stay up-to-date on industry trends, regulatory requirements, and market developments to ensure compliance and risk management.
- 5+ years of relevant experience in financial services or a related field.
- Prior experience in wealth management or a related field is preferred.
- Strong communication, relationship-building, and problem-solving skills.
- Ability to work in a fast-paced environment and prioritize multiple tasks and projects.
- FINRA SIE, Series 7, and Series 66 licenses are required (or obtained within 120 days).
- Bachelor's degree or higher in a related field, such as finance, business, or economics.
This role is based in New York, NY, and requires regular travel to client sites and other locations as needed.
Citi is an equal opportunity employer and welcomes applications from diverse candidates. We offer a competitive salary and benefits package, as well as opportunities for professional growth and development.
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New York, New York, United States Sumitomo Mitsui Banking Corporation Full time{"h1": "Strategic Planning Manager", "p": "At Sumitomo Mitsui Banking Corporation, we are seeking a highly skilled Strategic Planning Manager to join our team. As a key member of our management board, you will be responsible for formulating, executing, and communicating our company's strategic objectives. Your expertise will be crucial in supporting our...
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