Strategic Banker

2 weeks ago


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

The Associate Banker SAFE Act LO is a key professional responsible for driving business growth and client relationships within the Private Client Coverage team at Citigroup Inc. This role requires a strategic thinker who can partner with Bankers to create sales and marketing strategies, identify new business opportunities, and deliver exceptional client service.

Key Responsibilities
  • Develop and execute sales and marketing strategies to acquire new clients and grow revenue
  • Partner with Bankers to identify and pursue new business opportunities
  • Build and maintain strong relationships with clients and internal stakeholders
  • Provide expert advice and counsel on financial solutions and products
  • Collaborate with cross-functional teams to deliver comprehensive client solutions
  • Manage and analyze client data to inform business decisions
  • Stay up-to-date on industry trends and regulatory requirements
Requirements
  • 5+ years of experience in wealth management or financial services
  • Prior experience in a similar role or industry
  • Strong communication and relationship-building skills
  • Ability to analyze complex data and make informed decisions
  • FINRA SIE, Series 7, Series 66 required
What We Offer

Citi offers a competitive salary, discretionary and formulaic incentive and retention awards, and a comprehensive benefits package, including medical, dental, and vision coverage, 401(k), life, accident, and disability insurance, and wellness programs.



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