Associate Banker — Investments & Private Clients Support

Citi; New York (NY); On-site; USD 60,000 - 80,000; Full time

Job summary

Citi is seeking an Associate Banker in New York to assist in developing sales and marketing strategies, support client relationships, and ensure compliance with relevant banking laws. The ideal candidate will have 0-2 years of relevant experience and a background in investments.

This role involves deepening client relationships through research, maintaining records of interactions, and providing day-to-day documentation support. Knowledge of banking products is desirable, and AMFI or NSFI certifications are preferred.

Qualifications

• 0-2 years relevant experience.
• Knowledge of investments is required; banking and credit products desirable.
• Certifications like AMFI or NSFI preferred.

Responsibilities

• Assist the Banker in creating sales and marketing strategies.
• Conduct client/prospect research and generate leads.
• Organize client meetings and maintain call records.
• Provide support on documentation including account openings and closings.
• Ensure accurate revenue tracking and reporting.

Skills

Knowledge of investments

Ability to manage relationships

Ability to multi-task

Education

Bachelor's/University degree or equivalent experience

Tools

AMFI certification

NSFI certification

Job description

Citi is seeking an Associate Banker in New York to assist in developing sales and marketing strategies, support client relationships, and ensure compliance with relevant banking laws. The ideal candidate will have 0-2 years of relevant experience and a background in investments.

This role involves deepening client relationships through research, maintaining records of interactions, and providing day-to-day documentation support. Knowledge of banking products is desirable, and AMFI or NSFI certifications are preferred.