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Citi · 1 day ago

Associate Banker SAFE Act LO Assistant Vice President

New York, NY

Full-time

Onsite

Mid Level

$109K/yr - $164K/yr

3+ years exp

Citi is a leading global bank, and they are seeking an Associate Banker SAFE Act LO Assistant Vice President to contribute to the development of sales and marketing strategies aimed at revenue growth and client acquisition. The role involves significant client interaction, relationship management, and collaboration with various teams to deliver a full suite of banking and wealth management solutions.

BankingFinanceFinancial Services

H1B Sponsor Likely

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 prospecting - conduct new client/prospect research, generate leads and develop prospects, network to identify referrals to new clients/prospects, and coordinate client events

Client/prospect meetings - 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 client

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

Qualification

Wealth management experienceFINRA SIE certificationSeries 7 certificationSeries 66 certificationRelationship managementAnalytical skillsMulti-taskingCommunication 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 150 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)