Senior Relationship & Capital Markets Advisor

Citi Group; New York (NY); On-site; USD 130,000 - 195,000; Full time

Job summary

Citi in New York is seeking a Relationship Associate to support clients in raising capital and providing strategic advisory on mergers and other transactions within Institutional Banking. You will act as an intermediary in trading and help formulate investment strategies while coordinating with product teams.

Key duties include building relationships, conducting credit and FX investigations, preparing relationship reviews, supporting KYC, facilitating credit originations and renewals, and

Qualifications

• 6–10 years of experience in banking or financial services.
• Bachelor's degree in finance or related business field.
• Credit skills/experience including lending theories and risk awareness.
• Knowledge of documentation requirements (ISDA/CSA, LC, credit docs).
• Strong client-focused, results-oriented mindset and communication.

Responsibilities

• Build relationships with internal and external audiences to support issue resolution.
• Perform financial and operational investigations across credit, FX, cash management.
• Assist Banker with relationship reviews and client portfolios.
• Support Know Your Client (KYC) processes and origination activities.
• Facilitate credit originations, documentation, and renewals for Standby Letters of Credit.
• Identify revenue opportunities and ensure revenues reflect products.
• Represent banking coverage in client meetings.
• Assist when Banker is unavailable in closing transactions.
• Assess risk and ensure compliance with laws and Citi policies.
• Support LC/SBLC issuance and transaction banking client needs.

Skills

Client focus

Analytical skills

Negotiation

Communication skills

Attention to detail

Relationship management

Education

Bachelor's degree in finance or related field

Master's degree preferred

Job description

Citi in New York is seeking a Relationship Associate to support clients in raising capital and providing strategic advisory on mergers and other transactions within Institutional Banking. You will act as an intermediary in trading and help formulate investment strategies while coordinating with product teams.

Key duties include building relationships, conducting credit and FX investigations, preparing relationship reviews, supporting KYC, facilitating credit originations and renewals, and