AVP Associate Banker — Wealth Growth & Client Strategy

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

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Life, accident, and disability insurance

Paid time off packages

Job summary

Citi is seeking an experienced Associate Banker SAFE Act LO in Palo Alto, California. This role involves partnering with Bankers to generate revenue growth, conducting prospecting efforts, and providing comprehensive service to clients. Candidates with 3-7 years of relevant experience in wealth management are preferred.

The successful candidate will have a Bachelor's degree, strong analytical and communication skills, and the ability to manage diverse relationships. Compensation ranges from $109,120 to $163,680, along with competitive benefits including medical, dental, and paid time off.

Qualifications

• 3-7 years of relevant experience.
• Prior experience in wealth management or other financial services roles preferred.
• Ability to manage relationships both internal and external.

Responsibilities

• Partner with Banker in the creation of sales and marketing strategies.
• Organize client/prospect meetings and maintain call records.
• Work closely with Investments, Credit, Cash Management, and Financial Planning teams.

Skills

Relationship management

Multi-tasking

Analytical skills

Communication

Education

Bachelor's/University degree or equivalent experience

Tools

FINRA SIE

Series 7

Series 66

Job description

Citi is seeking an experienced Associate Banker SAFE Act LO in Palo Alto, California. This role involves partnering with Bankers to generate revenue growth, conducting prospecting efforts, and providing comprehensive service to clients. Candidates with 3-7 years of relevant experience in wealth management are preferred.

The successful candidate will have a Bachelor's degree, strong analytical and communication skills, and the ability to manage diverse relationships. Compensation ranges from $109,120 to $163,680, along with competitive benefits including medical, dental, and paid time off.