Senior Private Banker Support & Strategy Lead

Citi; New York (NY); On-site; USD 142,000 - 213,000; Full time

Job summary

Citi in New York is seeking an Associate Banker to support private client coverage and drive client service excellence. You will provide complete service to clients, assist with account openings, closings, and loan disbursals, and organize pre/post-call work with accurate client records.

The role includes profiling prospects, deepening relationships through analysis, and helping implement sales and marketing strategies focused on Investments, including active prospecting and revenue tracking.

Qualifications

• 6-10 years of experience.
• Knowledge of investments is required; banking and credit products desirable.
• Ability to manage relationships both internal and external; Ability to multi-task.
• FINRA Securities Licenses: Series 7 and 66 (or 63 & 65) required to obtain within 150 days of assuming the role.

Responsibilities

• Provide complete service support to client, including solving complex client inquiries
• Provide day to day support to Banker on documentation such as account opening and closing, loan disbursals, etc.
• Client/prospect meetings - Organize the pre-call planning, organizing post-meeting notes, and maintain all client call records including call reports
• Assist the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients.
• Assist the Banker in deepening the existing client relationship through deep-dive analysis
• Assist the Banker in the creation of sales and marketing strategies designed to generate revenue growth and to acquire new target clients, with a focus on Investments
• Assist the Banker with prospecting - conduct new client/prospect research, generate leads and develop prospects, network to identify referrals to new clients/prospects, and coordinate client events
• Provide accurate and timely revenue tracking and deal pipeline reports and other relevant information to the Banker
• Ensure appropriate documentation related to KYC/ AML from the client and ensure all aspects of client records and documentation are completed and updated
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Skills

Investments knowledge

Relationship management

Multi-tasking

FINRA licenses

Education

Bachelor's or Master's degree

Job description

Citi in New York is seeking an Associate Banker to support private client coverage and drive client service excellence. You will provide complete service to clients, assist with account openings, closings, and loan disbursals, and organize pre/post-call work with accurate client records.

The role includes profiling prospects, deepening relationships through analysis, and helping implement sales and marketing strategies focused on Investments, including active prospecting and revenue tracking.