Strategic Associate Banker Lead

5 days ago


Doral, Florida, United States Citi Full time
About the Role

The Associate Banker is a key professional who plays a vital role in driving business growth and delivering exceptional client experiences. As a strategic partner, you will work closely with the Banker to develop and execute sales and marketing strategies that drive revenue growth and attract new clients.

Responsibilities
  • Assist the Banker in creating and implementing sales and marketing strategies to acquire new clients and drive revenue growth.
  • Conduct market research, generate leads, and develop prospects to support the Banker's business objectives.
  • Assist the Banker in profiling, qualifying, and converting prospects into Citi Private Bank clients.
  • Provide exceptional client service, including organizing client meetings, maintaining client records, and providing timely and accurate revenue tracking and deal pipeline reports.
  • Support the Banker in deepening existing client relationships through deep-dive analysis and providing complete service support to clients.
  • Ensure all client records and documentation are complete and up-to-date, and that all aspects of client relationships are managed in accordance with Citi's policies and procedures.
Requirements
  • 6-10 years of experience in banking and investments.
  • Knowledge of investments and banking products.
  • Ability to manage relationships both internal and external, and to multi-task.
  • Bachelor's/University degree, Master's degree preferred.
  • FINRA SIE, Series 7, Series 66 (or equivalent) certification required.
About Citi

Citi is an equal opportunity and affirmative action employer. We are committed to creating a diverse and inclusive work environment that values and respects the contributions of all employees. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity, please review Accessibility at Citi.



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