Senior Associate Banker – Private Client Growth & Compliance

Citi; Miami (FL); On-site; USD 90,080 - 135,120; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k) retirement plan

Life, accident and disability insurance

Wellness programs

Paid time off packages

Job summary

Citi is seeking an Associate Banker in Miami, Florida. This seasoned professional role involves supporting the Banker in creating sales strategies to enhance revenue growth and manage client relationships. With a requirement of 5–8 years of experience, candidates should be able to prioritize tasks and manage both internal and external relationships effectively.

The position demands strong analytical skills and proficiency in Spanish and English. Competitive salary ranging from $90,080 to $135,120 annually, inclusive of various employee benefits.

Qualifications

• 5–8 years of experience in banking or financial services.
• Ability to prioritize tasks and manage multiple relationships.
• Required certifications: Series 7 and 66, or Series 6 and 63/65.

Responsibilities

• Assist in the creation of sales strategies to grow revenue.
• Conduct prospect research and generate leads.
• Deepen relationships with existing clients through analysis.
• Provide timely revenue tracking and deal pipeline reports.
• Ensure compliance with KYC and AML documentation.

Skills

Relationship management

Analytical skills

Bilingual (Spanish and English)

Knowledge of investments

Education

Bachelor’s degree or equivalent experience

Job description

Citi is seeking an Associate Banker in Miami, Florida. This seasoned professional role involves supporting the Banker in creating sales strategies to enhance revenue growth and manage client relationships. With a requirement of 5–8 years of experience, candidates should be able to prioritize tasks and manage both internal and external relationships effectively.

The position demands strong analytical skills and proficiency in Spanish and English. Competitive salary ranging from $90,080 to $135,120 annually, inclusive of various employee benefits.