Senior Financial Advisor

7 days ago

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

The Senior Financial Advisor is a senior-level position responsible for assisting clients in raising funds in the capital markets, as well as providing strategic advisory services for mergers, acquisitions, and other types of financial transactions in coordination with the Institutional Banking team.

Key Responsibilities
  • Refine and implement sales and marketing strategies to improve Citi's client footprint and maximize associated revenue.
  • Work with management and colleagues to establish a clear marketing plan with defined priorities, market penetration, and revenue goals.
  • Leverage contact networks to understand client needs, introduce the Citi offering, and convince clients to adopt it to increase client satisfaction and Citi revenue.
  • Advise the team in strategic positioning and closing transactions with various internal stakeholders, including structuring, trading, legal, credit, and risk.
  • Forge relationships with salespeople to leverage Citi's franchise and source relevant buying and selling opportunities for clients.
  • Lead strong governance and controls, working in close partnership with control functions such as Legal, Compliance, Market and Credit Risk, Audit, and Finance to ensure appropriate governance and control infrastructure.
  • Build a culture of responsible finance, good governance, and supervision, expense discipline, and ethics.
  • Assess risk and reward of transactions when making business decisions, demonstrating proper consideration for the firm's reputation.
Qualifications
  • 6-10 years of relevant experience in a client-facing role working with the buy-side community.
  • Sales experience at a financial services organization.
  • Proven interpersonal and problem-solving skills.
  • Consistently demonstrate clear and concise written and verbal communication.
  • Broad client relationships preferred.
  • Must have or be able to obtain required licenses, including Series 3, 7, 55, and 63.
Education

Bachelor's degree or equivalent experience. Master's degree preferred in business or a related field.

About Citi

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.

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