Citi Wealth - Uhnw Investment Associate Avp jobs at Citi Group in United States, Atlanta

Responsibilities:

• Assist the Banker in the creation of sales and marketing strategies designed to generate revenue growth and to acquire new target clients, with a focus on Investments
• Assist the Banker with prospecting - conduct new client/prospect research, generate leads and develop prospects, network to identify referrals to new clients/prospects, and coordinate client events
• Assist the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients.
• Client/prospect meetings - Organize the pre-call planning, organizing post-meeting notes, and maintain all client call records including call reports
• Assist the Banker in deepening the existing client relationship through deep-dive analysis
• Provide accurate and timely revenue tracking and deal pipeline reports and other relevant information to the Banker
• Provide day to day support to Banker on documentation such as account opening and closing, loan disbursals, etc.
• Provide complete service support to client, including solving complex client inquiries
• Ensure appropriate documentation related to KYC/ AML from the client and ensure all aspects of client records and documentation are completed and updated
• 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.

Qualifications:

• 6-10 years of experience
• Knowledge of investments is required; banking and credit products desirable
• Ability to manage relationships both internal and external; Ability to multi-task

Education:

• Bachelor's/University degree, Master's degree preferred

Anticipated Posting Close Date:

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Responsibilities:

• Assist the Banker in the creation of sales and marketing strategies designed to generate revenue growth and to acquire new target clients, with a focus on Investments
• Assist the Banker with prospecting - conduct new client/prospect research, generate leads and develop prospects, network to identify referrals to new clients/prospects, and coordinate client events
• Assist the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients.
• Client/prospect meetings - Organize the pre-call planning, organizing post-meeting notes, and maintain all client call records including call reports
• Assist the Banker in deepening the existing client relationship through deep-dive analysis
• Provide accurate and timely revenue tracking and deal pipeline reports and other relevant information to the Banker
• Provide day to day support to Banker on documentation such as account opening and closing, loan disbursals, etc.
• Provide complete service support to client, including solving complex client inquiries
• Ensure appropriate documentation related to KYC/ AML from the client and ensure all aspects of client records and documentation are completed and updated
• 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.

Qualifications:

• 6-10 years of experience
• Knowledge of investments is required; banking and credit products desirable
• Ability to manage relationships both internal and external; Ability to multi-task

Education:

• Bachelor's/University degree, Master's degree preferred

Anticipated Posting Close Date:

Job Description / Key Responsibilities:

• Acquire new, multi-product clients for the Bank and manage those relationships on an ongoing basis. Own, respond to, uncover, and anticipate future needs, roadblocks or risks and expectations;
• Actively build a new business pipeline and call on clients and develop relationships at multiple levels across the client organization
• Client-level planning, budget, and revenue responsibilities. Identify cross-sell opportunities to deepen and increase share of wallet
• Work closely with cash management implementation team, Cash Sales Managers, Underwriting / Risk teams, Markets experts and RM Associates daily. Coordinate with Product and Investment Banking coverage to deliver Product solutions while at the same time sponsoring any credit requirements with CCB’s risk and underwriting teams. Coordinate overseas coverage of clients’ needs across over 100 countries where Citi has dedicated banking coverage;
• Administrate the credit relationship of clients, coordinate and supervise the entire process, ensuring the proper application of policies and institutional processes;
• Oversee talented junior resources to provide financial solutions to clients and prospects and ensure safe and sound underwriting practices;
• Maximize client experience by proactively sharing markets updates, trends, and intelligence;
• Monitor and support products’ implementation processes. Manage customers and transactions in the CRM platform;
• Verify adherence to global KYC (Know Your Customer) standards during the onboarding process and, on an ongoing basis, ensuring the appropriate compliance deliverables are met;
• Ensure compliance with regulatory requirements and Citi's policies / guidelines at all times.

Knowledge:

• Sound knowledge of banking, treasury / lending / markets products and processes, as well as a solid track record of providing banking and financial advice and solutions to clients;
• Meaningful experience in structuring and approving credit solutions across different risk profiles. Experience with offshore credit is preferred but not required.
• Ability to coordinate multi-functional teams to provide an exceptional client experience;
• Excellent interpersonal, communication and influencing skills (e.g., negotiation, consultative skills, leadership);
• Highly focused, able to rapidly identify key priorities, clearly communicate the priorities;
• Accountable for significant direct business results and provide advice regarding the operations and growth of the business;
• A proactive approach in looking for ways to develop new and strengthen existing business relationships with clients, delivers a simple, secure, and seamless client experience;
• Ability to embrace new technology and understand the role digital plays in the experience that we deliver for our clients;
• Must have a sharp business development focus and demonstrate innovative approaches;
• Able to quickly adapt priorities based on the latest data insights;
• Demonstrate thought leadership. Ability to create long-term trust and advisory based relationships with clients;
• Practical knowledge of regulations, market practices and bank operations.

Skills / Competencies:

• Self-starter, able to work independently and used to working in an entrepreneurial environment that facilitates build out of a world class banking platform.
• Thrive in a flat organizational structure leveraging talented junior resources to meet personal and business goals.
• Ability to work under pressure and multitask while making sound decisions;
• Strong focus on delivery, ability to turn concepts into actionable solutions;
• Excellent presentation skills and ability to influence decisions at all levels. Must have excellent interpersonal skills;
• Strong analytical skills with a motivation to learn;
• Excellent selling skills while being highly creative, taking on initiatives, and being flexible;
• Pay attention to details and set priorities.

Experience / Education:

• Experience with Commercial clients in the Industrials sector;
• Must have in-depth knowledge of banking products and services typically utilized by middle market clients
• FINRA Licensing, Series 79, 63, SIE (current or ability to obtain)
• Bachelor’s degree required; MBA preferred.

Anticipated Posting Close Date:

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The Investment Assoc Sr Analyst is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. 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. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. 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.Responsibilities:

• The role of the Investment Associate is to provide a wide variety of service and investment advice to an Ultra High Net Worth client base within the United States. The position focuses on servicing clients of Citi Private Bank by understanding their investment objectives and working in partnership with senior team members to deliver investment solutions.
• Help support the senior members of the investment team in their delivery of investment solutions to clients.
• Monitor and provide guidance on the markets to internal and external clients, incorporating the views of The Private Bank’s Investment Committee.
• Prepare investment policy statements for prospective clients
• Analyze economic trends/activities and advise the effects on the investors’ portfolios
• Recommend changes to the investors’ holdings after evaluating the economic, financial and market factors and the potential impact on the investors’ portfolios.
• Develop relationships and generate ideas with the bankers and clients that will lead to the growth of the asset base
• In support of senior team members, engage clients on investment themes and solutions, and assist in the execute of the investment solutions and trades.
• Attend internal and external meetings to stay current on financial markets, and products and services offered by Citi Private Bank.
• Adhere to a specific prospecting code of conduct, which (1) permits acquiring new private client accounts only by referral or personal contact with an individual seeking to do business and (2) prohibits seminars, mail campaigns, cold calling and any other methods of solicitation.
• 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.

Qualifications:

• 5-8 years of experience
• Bachelor's degree with concentration of economics, finance or business administration; Professional experience or related occupation.
• Ability to communicate with co-workers and clients; excellent written and communication skills, able to work without direction, self-motivated
• US: S7, S66 (or S63/S65); NOTE: Securities Industry Exam (SIE is a prerequisite to the S7)

Education:

• Bachelor's/University degree or equivalent experience

Anticipated Posting Close Date:

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