Private Client Banking Strategist

Citi; New York (NY); Presencial; USD 109.000 - 164.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical dental vision

401(k)

Paid time off

Descripción de la vacante

Citi is seeking an Associate Banker SAFE Act LO in New York to contribute to sales and relationship management within Private Client Coverage. The role emphasizes leading teams, coaching new recruits, and applying risk controls while delivering Citi’s wealth management solutions.

The position requires 3-7 years of experience in wealth management or financial services, and licensing with FINRA SIE, Series 7, and Series 66.

Formación

• Ability to manage relationships both internal and external.
• Ability to multi-task and handle competing priorities.
• Strong analytical skills for evaluating complex information.

Responsabilidades

• Partner with Banker to create sales and marketing strategies to grow revenue and acquire new clients.
• Prospect research, lead generation, and network to identify referrals and coordinate client events.
• Organize pre-call planning, document meetings, and maintain client call records.

Conocimientos

Relationship management

Multi-tasking

Analytical thinking

Educación

Bachelor's degree

FINRA SIE

Series 7

Series 66

Descripción del empleo

Citi is seeking an Associate Banker SAFE Act LO in New York to contribute to sales and relationship management within Private Client Coverage. The role emphasizes leading teams, coaching new recruits, and applying risk controls while delivering Citi’s wealth management solutions.

The position requires 3-7 years of experience in wealth management or financial services, and licensing with FINRA SIE, Series 7, and Series 66.