Associate Banker SAFE Act LO Assistant Vice President at Citi

New York, New York, United States -

Full Time

Start Date

Immediate

Expiry Date

20 Mar, 26

Salary

0.0

Posted On

20 Dec, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Wealth Management, Client Relationship Management, Sales Strategies, Marketing Campaigns, Lead Generation, Client Support, Project Management, Coaching, Training, Financial Services, Multi-tasking, Research, Networking, Event Coordination, Problem Solving, Communication

Industry

Financial Services

Description

Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. 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 Cultivate relationships with firm employees. Source leads and referrals to generate new individual and institutional business Construct and execute marketing campaigns around our unique and tailored product offerings Provide complete service support to client, including solving complex client inquiries Involved in coaching and training of new recruits Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual. 3-7 years of relevant experience Prior experience in wealth management or other financial services roles preferred 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 ------------------------------------------------------ For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Anticipated Posting Close Date: Dec 26, 2025 ------------------------------------------------------

Responsibilities

The Associate Banker partners with Bankers to develop sales and marketing strategies aimed at revenue growth and client acquisition. They also manage client meetings, organize call records, and provide comprehensive service support to clients.