Associate Banker SAFE Act

Citigroup Inc.; New York (NY); On-site; USD 142,000 - 213,000; Full time

Benefits offered by this job

Medical/Dental/Vision

401(k)

Incentives

Paid time off

Job summary

Citigroup Inc. in New York is seeking an Associate Banker SAFE Act to support private clients and coordinate with Investments, Credit, Cash Management, and Financial Planning teams. You will help source opportunities, prepare pitches, and deliver Citi’s full banking and wealth management solutions.

The role emphasizes client relationship management, risk awareness, and adherence to regulatory standards. A strong background in wealth management and at least 5 years of relevant experience is

Qualifications

• 5+ years of relevant experience.
• Experience in wealth management or other financial services roles preferred.
• Ability to manage relationships both internal and external.
• Ability to multi-task.
• FINRA SIE, Series 7, Series 66 required (or obtained within 120 days).

Responsibilities

• Partner with Banker in the creation of sales and marketing strategies designed to generate revenue growth and to acquire new target clients.
• Partner with Banker on prospecting efforts prospecting - conduct new client/prospect research, generate leads and develop prospects, network to identify referrals to new clients/prospects, and coordinate client events.
• Client/prospect meetings - Organize the pre-call planning, organizing post-meeting notes, and maintain all client call records including call reports.
• Introduce Citi’s value proposition to incoming employees at target firms.
• Cultivate relationships with firm employees. Source leads and referrals to generate new individual and institutional business.
• Leverage relationships to understand client needs and deepen Citi’s relationships with existing client.
• Construct and execute marketing campaigns around our unique and tailored product offerings.
• Work closely with Investments, Credit, Cash Management, and Financial Planning teams to source opportunities, prepare client pitches, and deliver Citi’s full suite of banking and wealth management solutions to our clients.
• Provide complete service support to client, including solving complex client inquiries.
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Skills

Relationship management

Multi-tasking

FINRA SIE/Series 7/66

Customer service

Wealth management knowledge

Education

Bachelor's degree

Job description

The Associate Banker SAFE Act is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness. There are typically multiple people within the business that provide the same level of subject matter expertise. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family.

Responsibilities

• Partner with Banker in the creation of sales and marketing strategies designed to generate revenue growth and to acquire new target clients
• Partner with Banker on prospecting efforts prospecting - conduct new client/prospect research, generate leads and develop prospects, network to identify referrals to new clients/prospects, and coordinate client events
• Client/prospect meetings - Organize the pre-call planning, organizing post-meeting notes, and maintain all client call records including call reports
• Introduce Citi’s value proposition to incoming employees at target firms
• Cultivate relationships with firm employees. Source leads and referrals to generate new individual and institutional business
• Leverage relationships to understand client needs and deepen Citi’s relationships with existing client
• Construct and execute marketing campaigns around our unique and tailored product offerings
• Work closely with Investments, Credit, Cash Management, and Financial Planning teams to source opportunities, prepare client pitches, and deliver Citi’s full suite of banking and wealth management solutions to our clients
• Provide complete service support to client, including solving complex client inquiries
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications

• 5+ years of relevant experience
• Prior experience in wealth management or other financial services roles preferred
• Ability to manage relationships both internal and external
• Ability to multi-task
• FINRA SIE, Series 7, Series 66 required (or obtained within 120 days)

Education

• Bachelor's/University degree, Master's degree preferred

Job Family Group

Private Client Coverage

Job Family

Private Banker Support

Time Type

Full time

Primary Location

New York New York United States

Primary Location Full Time Salary Range

$142 320,00 - $213 480,00

Benefits

• discretionary and formulaic incentive and retention awards
• medical, dental & vision coverage
• 401(k)
• life, accident, and disability insurance
• wellness programs
• paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays

For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

EEO and Disability

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

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 review Accessibility at Citi.

View Citi’s EEO Policy Statement and the Know Your Rights poster.

Anticipated Posting Close Date

oct 29, 2026