Executive Vice President Associate Banker Lead

4 days ago

Miami, United States Hispanic Technology Executive Council Full time
Job Title: Vice President Associate Banker Lead

The Associate Banker Lead 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 as a technical authority for an area within the business, this role requires basic commercial awareness. Developed communication and diplomacy skills are necessary to guide, influence, and convince others, particularly colleagues in other areas and occasional external customers. This position has a significant impact on the area through complex deliverables and provides advice and counsel related to the technology or operations of the business. The work impacts an entire area, ultimately affecting 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 acquire new target clients, focusing on Investments.
  • Assist the Banker with prospecting - conduct new client/prospect research, generate leads, develop prospects, network to identify referrals, and coordinate client events.
  • Assist the Banker in profiling, qualifying, and converting prospects into Citi Private Bank clients.
  • Organize pre-call planning for client/prospect meetings, manage post-meeting notes, and maintain all client call records including call reports.
  • Assist the Banker in deepening existing client relationships through deep-dive analysis.
  • Provide accurate and timely revenue tracking and deal pipeline reports to the Banker.
  • Support the Banker with documentation such as account opening and closing, loan disbursals, etc.
  • Provide complete service support to clients, including resolving complex client inquiries.
  • Ensure appropriate documentation related to KYC/AML from clients and maintain updated client records.
  • Assess risk when making business decisions, considering the firm's reputation and safeguarding Citigroup, its clients, and assets by complying with applicable laws and regulations and applying sound ethical judgment.
Requirements:
  • 6-10 years of experience.
  • Knowledge of investments is required; banking and credit products are desirable.
  • Ability to manage relationships both internal and external; ability to multi-task.
Education:
  • Bachelor's/University degree; Master's degree preferred.
  • FINRA SIE, Series 7, Series 66 (or 63 + 65) required (or must be obtained within 120 days).
Job Family Group: Private Client CoverageJob Family: Private Banker SupportTime Type: Full timePrimary Location: Miami, Florida, United StatesPrimary Location Full Time Salary Range: $119,600.00 - $182,000.00

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