Citi
Overview
The Banker SAFE Act is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness. There are typically multiple people within the business that provide the same level of subject matter expertise. Developed communication and diplomacy skills are required to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family. This individual will serve as the Banker for Citi Employees within Citi Global Wealth at Work.
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 minimize 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.
Avoid conflict of interest and appropriately assess risk when making business decisions, with emphasis on the firm\'s reputation and safeguarding Citi\, its clients and assets, driving compliance with applicable laws and regulations, and escalating, managing and reporting control issues with transparency.
Qualifications
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.
Fluency in foreign language, as required
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)
Education
Bachelor’s degree required, Master\'s degree preferred
Job Family Group:
Private Client Coverage Job Family:
Private Banker Time Type:
Full time Primary Location:
New York, New York, United States Primary Location Full Time Salary Range:
$192,000.00 - $288,000.00 In addition to salary, Citi’s offerings may also include discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit Citi benefits. Available offerings may vary by jurisdiction, job level, and date of hire. Anticipated Posting Close Date:
Jun 09, 2025 Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.
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The Banker SAFE Act is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness. There are typically multiple people within the business that provide the same level of subject matter expertise. Developed communication and diplomacy skills are required to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family. This individual will serve as the Banker for Citi Employees within Citi Global Wealth at Work.
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 minimize 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.
Avoid conflict of interest and appropriately assess risk when making business decisions, with emphasis on the firm\'s reputation and safeguarding Citi\, its clients and assets, driving compliance with applicable laws and regulations, and escalating, managing and reporting control issues with transparency.
Qualifications
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.
Fluency in foreign language, as required
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)
Education
Bachelor’s degree required, Master\'s degree preferred
Job Family Group:
Private Client Coverage Job Family:
Private Banker Time Type:
Full time Primary Location:
New York, New York, United States Primary Location Full Time Salary Range:
$192,000.00 - $288,000.00 In addition to salary, Citi’s offerings may also include discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit Citi benefits. Available offerings may vary by jurisdiction, job level, and date of hire. Anticipated Posting Close Date:
Jun 09, 2025 Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.
#J-18808-Ljbffr