Senior Tech Banking Relationship Lead

Citibank (Switzerland) AG; New York, Northern (NY, KY); Hybrid; Confidential; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Life, accident, and disability insur

Wellness programs

Paid time off packages

Job summary

Citi in New York is seeking a senior banker to originate and expand Citi's relationships with a portfolio ofTech clients in the U.S. market.

You will lead client strategies, engage senior executives and drive revenue growth with a focus on risk-adjusted returns. You will marshal product specialists, manage portfolio profitability, and coordinate across Corporate Banking, Markets, and Investment Banking to deliver integrated solutions.

Qualifications

• 15+ years of relevant Corporate or Investment Banking experience.
• Demonstrated success managing complex corporate client relationships and delivering multi-product revenue growth.
• Deep knowledge of corporate banking products, credit, capital markets, corporate finance, liquidity management, treasury solutions and risk management products.
• Strong understanding of industry-specific business models, market dynamics and strategic challenges.
• Proven track record of developing and maintaining senior executive client relationships.
• Experience coordinating cross-functional teams and delivering integrated client solutions across multiple product areas.
• Strong leadership, negotiation, presentation, relationship management, analytical and credit skills.
• Excellent written and verbal communication skills.
• Experience operating effectively within a complex global matrix organization.
• Series 7 and 63 licenses preferred.
• Education Bachelor’s Degree or equivalent experience.
• CFA or Master’s Degree preferred.

Responsibilities

• Develop and execute comprehensive client coverage strategies for a portfolio of corporate clients, aligning Citi’s capabilities with clients’ strategic objectives and business priorities.
• Build and maintain senior-level relationships with key decision makers, including CEOs, CFOs, Treasurers and other executive stakeholders, positioning Citi as a trusted partner.
• Lead proactive client planning efforts, identifying opportunities to grow wallet share, deepen product penetration and enhance overall franchise value.
• Coordinate coverage activities across Corporate Banking, Markets, Services, Treasury & Trade Solutions, Investment Banking and other partner to deliver integrated client solutions.
• Develop deep industry expertise and maintain a thorough understanding of sector trends, regulatory developments and emerging opportunities impacting clients.
• Identify opportunities related to strategic events including acquisitions, divestitures, capital allocation decisions, growth initiatives, digital transformation programs and broader corporate finance needs.
• Mobilize product specialists to deliver tailored solutions that address clients’ evolving needs.
• Manage portfolio profitability, capital allocation and risk-adjusted returns in partnership with Risk, Capital Management and Product partners.
• Drive achievement of revenue, return and client engagement objectives while maintaining strong risk management and governance discipline.
• Foster collaboration across Citi’s global network to ensure consistent client coverage and coordinated execution.
• Mentor and develop junior bankers, contributing to talent development and strengthening the overall franchise.
• Appropriately assess risk when business decisions are made, safeguarding Citi, its clients and assets through adherence to all applicable policies, regulations and ethical standards.

Skills

Relationship management

Analytical skills

Credit skills

Leadership

Negotiation

Presentation

Written and verbal communication

Education

Bachelor’s Degree or equivalent experience

CFA or Master’s Degree preferred

Job description

Citi in New York is seeking a senior banker to originate and expand Citi's relationships with a portfolio ofTech clients in the U.S. market.

You will lead client strategies, engage senior executives and drive revenue growth with a focus on risk-adjusted returns. You will marshal product specialists, manage portfolio profitability, and coordinate across Corporate Banking, Markets, and Investment Banking to deliver integrated solutions.