Associate Private Banker – Client Growth & Strategy

Citigroup Inc.; Palo Alto (CA); On-site; USD 109,120 - 163,680; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Life and disability insurance

Paid time off packages

Job summary

Citigroup Inc. is seeking an Associate Banker SAFE Act LO in Palo Alto, California, to support sales and marketing strategies and foster client relationships. This full-time role requires 3-7 years of experience and a Bachelor's degree. Ideal candidates will have prior wealth management experience and relevant financial service certifications. The salary range is $109,120.00 - $163,680.00, complemented by comprehensive benefits including medical, dental, vision coverage, and 401(k). For more details about benefits, visit citibenefits.com.

Qualifications

• 3-7 years of relevant experience.
• Prior experience in wealth management or other financial services roles preferred.
• FINRA SIE, Series 7, Series 66 required (or obtained within 120 days).

Responsibilities

• Partner with Banker on sales and marketing strategies to generate revenue growth.
• Conduct client/prospect research and generate leads.
• Organize and maintain client call records.
• Cultivate relationships with firm employees.
• Provide complete service support to clients.

Skills

Relationship management

Multi-tasking

Analytical skills

Communication

Education

Bachelor’s/University degree or equivalent experience

Job description

Citigroup Inc. is seeking an Associate Banker SAFE Act LO in Palo Alto, California, to support sales and marketing strategies and foster client relationships. This full-time role requires 3-7 years of experience and a Bachelor's degree. Ideal candidates will have prior wealth management experience and relevant financial service certifications. The salary range is $109,120.00 - $163,680.00, complemented by comprehensive benefits including medical, dental, vision coverage, and 401(k). For more details about benefits, visit citibenefits.com.