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Citi · 2 weeks ago

Wealth - Wealth at Work - Banker - Senior Vice President

New York, NY

Full-time

Onsite

Senior Level, Lead/Staff

$192K/yr - $288K/yr

10+ years exp

Citi is a global financial services company, and they are seeking a Senior Vice President Banker for their Wealth at Work division. The role involves providing strategic financial advice to clients, developing tailored wealth management solutions, and ensuring compliance with regulatory requirements.

BankingFinanceFinancial Services

H1B Sponsor Likely

Responsibilities

Actively identify prospects and establish contact with them/convert prospects into clients

Anticipate events in a client’s life which have significant financial implications

Serve as a trusted advisor to clients and provide strategic advice regarding financial matters

Maintain full understanding of client goals and risk tolerance to ensure that financial strategies are appropriate

Uncover needs that are not articulated or clearly expressed by the client

Help clients achieve broad financial/investment goals related to the creation and management of wealth

Develop tailored solutions that address clients' investment, risk management, and financing/liquidity needs

Set challenging goals, monitor progress and adjust sales strategy to achieve objectives

Plan and prioritize daily, weekly, and monthly activities to maximize revenue growth and client satisfaction

Establish a referral network and gain introductions to potential clients which generate new sales

Establish credibility with clients and intermediaries

Encourage team members to work together to deepen client relationships and exceed sales goals

Align complementary experiences and skill sets of team members to maximize client effectiveness

Partner with Citi support groups to find solutions and resolve issues

Ensure compliance on regulatory requirements and minimizes any potential liability for Citi

Ensure strong controls and effective operational and administrative services

Ensure clients are presented with seamless execution of solutions

Prioritize issues; appropriately escalate and expedite resolution

Understand and communicate the risk involved with various investment strategies

Persevere in delivering what is promised, even when obstacles arise

Flag and report illegal or improper transactions, complying with all regulatory policies and control procedures regarding client acceptability

Understand the broad array of products and services under the Citi umbrella

Apply an in-depth level of knowledge in key investment and financing products

Develop expertise to identify business opportunities and address the unique needs of specific client segments

Keep abreast of financial industry developments and current global market conditions

Present and communicate complex financial concepts and investment strategies with the highest degree of professionalism

Seek continuous improvement, admit mistakes and adapt behaviors based on feedback from clients and colleagues

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

Private Banking experienceRelationship sellingCiti Private Bank systemsFINRA certificationsFluency in foreign languageInfluenceCreativeIT skillsCommunication skillsInnovativeTeamwork

Required

10+ years of experience

Extensive and proven experience in Private Banking having covered the UHNW market

Extensive experience in working with clients

Demonstrated track record in relationship selling

Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities

Creative and innovative

Able to multi-task and prioritize

Able to work as part of a team

Thrives in a business development environment

Strong communication skills

Ability to influence

Strong IT skills including Excel and Word

FINRA SIE, Series 7, Series 66 required (or obtained within 150 days)

Bachelor's degree required

Preferred

Master's degree preferred

Fluency in foreign language, as required

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)

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Trends of Total Sponsorships

2025 (1386)

2024 (849)

2023 (1375)

2022 (1117)

2021 (876)

2020 (901)