Associate Banker SAFE Act LO

Associate Banker SAFE Act LO

Requirements

• 3-7 years of relevant experience
• FINRA SIE, Series 7, Series 66 required (or obtained within 120 days)
• Ability to manage relationships both internal and external
• Ability to multi-task

Responsibilities

• Partner with Banker in the creation of sales and marketing strategies designed to generate revenue growth and to acquire new target clients
• Partner with Banker on prospecting efforts – conduct new client/prospect research, generate leads and develop prospects, network to identify referrals to new clients/prospects, and coordinate client events
• Organize the pre-call planning, organizing post-meeting notes, and maintain all client call records including call reports
• Introduce Citi’s value proposition to incoming employees at target firms
• Cultivate relationships with firm employees. Source leads and referrals to generate new individual and institutional business
• Leverage relationships to understand client needs and deepen Citi’s relationships with existing clients
• Construct and execute marketing campaigns around our unique and tailored product offerings
• Work closely with Investments, Credit, Cash Management, and Financial Planning teams to source opportunities, prepare client pitches, and deliver Citi’s full suite of banking and wealth management solutions to our clients
• Provide complete service support to client, including solving complex client inquiries
• 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.

Preferred Qualifications

• Prior experience in wealth management or other financial services roles preferred