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Citi · 9 hours ago

Assistant Vice President Investment Relationship Officer SAFE Act

Washington, DC

Full-time

Onsite

Mid Level

$94K/yr - $141K/yr

3+ years exp

Citi is a leading global bank, and they are seeking an Assistant Vice President Investment Relationship Officer. The role involves leading client onboarding and account opening efforts, ensuring a seamless experience while managing client relationships and compliance with regulations.

BankingFinanceFinancial Services

H1B Sponsor Likely

Responsibilities

Lead client onboarding and account opening efforts around our world-class Investments platform, as a part of our core client coverage team

Partner with sales teams to exceed client expectations and make client onboarding and account opening a seamless and differentiated experience

Act as the main point of contact / guidance for clients going through the KYC onboarding and account opening process

Provide the highest level of customer service and teamwork to our clients

Possess an expert knowledge in Citi’s client onboarding and account opening policies, procedures, and applications

Ensure all documentation received is current, accurate and complete

Fulfill all requests in a timely manner

Liaise with product and functional partners to ensure requests are completed while maintaining constant communication with the client

Partner with Know Your Client (KYC) Teams, the Account Opening division, and other product partners to ensure client requests are understood and appropriately prioritized and executed accurately

Appropriately assess risk when business decisions are made, demonstrating 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

Qualification

Wealth managementClient onboardingFINRA SIESeries 7Series 66Relationship managementMulti-taskingAnalytical skillsCommunication skillsLeadership skills

Required

3-7 years of relevant experience

Ability to manage relationships both internal and external

Ability to multi-task

FINRA SIE, Series 7, Series 66 required (or obtained within 120 days)

Bachelor's/University degree or equivalent experience

Preferred

Prior experience in wealth management or other financial services roles preferred

Benefits

Medical, dental & vision coverage

401(k)

Life, accident, and disability insurance

Wellness programs

Paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays

Company

Citi

Glassdoor3.8

Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress.

Founded in 1812

San Antonio, Texas, USA

10001+ employees

https://www.citi.com

H1B Sponsorship

Citi has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (1386)

2024 (849)

2023 (1375)

2022 (1117)

2021 (876)

2020 (901)