Private Banking Associate AVP: Client Growth & Strategy

Citigroup Inc.; Miami (FL); On-site; USD 90,000 - 135,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Paid time off

Job summary

Citigroup Inc. in Miami, FL is seeking an Associate Banker to support Private Client Coverage. You will assist in sales strategies, prospect research, and converting prospects into Citi Private Bank clients, while coordinating client meetings and maintaining records.

You will deepen relationships, provide revenue and pipeline reports, and support documentation, KYC/AML, and risk-compliant client service. This role requires 5–8 years of experience, investments knowledge, licensure (6 or 7 + 66 or

Qualifications

• 5–8 years of banking or private client experience.
• Knowledge of investments; banking and credit products desirable.
• Ability to manage relationships and prioritize.
• Licenses: 6 or 7 + 66 (or 63 + 65).
• Fluent Spanish.

Responsibilities

• Assist the Banker in creating sales and marketing strategies to generate revenue growth and acquire new target clients.
• Assist with prospecting – conduct client research, generate leads and referrals, and coordinate client events.
• Assist in profiling, qualifying and converting prospects into Citi Private Bank clients.
• Organize pre-call planning, post-meeting notes, and maintain client call records.
• Assist in deepening existing client relationships through analysis.
• Provide revenue tracking and deal pipeline reports to the Banker.
• Support documentation such as account opening and loan disbursals.
• Provide complete service support to clients, including complex inquiries.
• Ensure KYC/AML documentation completeness and compliance.
• Assess risk and escalate issues with transparency while safeguarding Citi and clients.

Skills

Investments knowledge

Relationship management

Spanish language

Strong communication

Education

Bachelor's degree or equivalent experience

Licenses: 6 or 7 + 66 (or 63 + 65)

Job description

Citigroup Inc. in Miami, FL is seeking an Associate Banker to support Private Client Coverage. You will assist in sales strategies, prospect research, and converting prospects into Citi Private Bank clients, while coordinating client meetings and maintaining records.

You will deepen relationships, provide revenue and pipeline reports, and support documentation, KYC/AML, and risk-compliant client service. This role requires 5–8 years of experience, investments knowledge, licensure (6 or 7 + 66 or