Strategic Associate Banker

2 days ago


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

The Associate Banker SAFE Act is a key role within Citigroup Inc, responsible for providing strategic support to Bankers in the creation of sales and marketing strategies. This position requires a deep understanding of investments, banking, and credit products, as well as excellent communication and diplomacy skills.

Responsibilities
  • Assist Bankers in developing sales and marketing strategies to generate revenue growth and acquire new clients.
  • Conduct prospect research, generate leads, and develop prospects to support Bankers in their sales efforts.
  • Profile, qualify, and convert prospects into Citi Private Bank clients.
  • Organize client meetings, maintain call records, and provide accurate and timely revenue tracking and deal pipeline reports.
  • Provide day-to-day support to Bankers on documentation, client inquiries, and risk assessment.
Qualifications
  • 6-10 years of experience in investments, banking, or a related field.
  • Knowledge of investments, banking, and credit products.
  • Ability to manage relationships and multitask.
  • FINRA SIE, Series 7, Series 66 (or 63 + 65) certification required.
Education
  • Bachelor's/University degree, Master's degree preferred.

Citi offers a competitive salary range of $119,600.00 - $182,000.00, as well as discretionary and formulaic incentive and retention awards. The company also provides a range of employee benefits, including medical, dental, and vision coverage, 401(k), life, accident, and disability insurance, and wellness programs.


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