דרושים Associate Banker Safe Act - C13/vp ב-Citi Group ב-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:

The Technology Product Management Senior 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:

• Owns the working backwards documents for feature releases i.e. Product release doc, Press Release, FAQs
• Makes use of research, user studies, metrics and competitive analysis to understand the customer and business needs for a platform product
• Compares features for competitive review to inform prioritization within a product release
• Identifies innovations or performs “test and learn” experiments to create features that add more business and customer value for a platform product
• Participates with the business in customer research to inform priorities for platform product backlog.
• Contributes near-term input (quarterly) for the platform product portfolio and roadmap
• Facilitates trade-off decisions on platform product features
• Exhibits expertise within platform feature area and coordinates with interdependent teams.
• Has good awareness of platform feature health and delivers regular progress reports to stakeholders
• Identifies and communicates opportunities for improvement with peers and stakeholders
• Helps define business, customer and platform use cases and requirements
• Ensures features meet backlog entrance criteria
• Creates user stories and system interaction diagrams for platform feature solution
• Hosts user story grooming sessions
• Informs the design of the user experience i.e. wireframes and mock-ups
• Ensures appropriate backlog depth for continuous development
• Determines release targets for the platform and prioritizes assigned features according to business and platform value, adjusting throughout implementation as needed
• Continuously monitors feature development through maintaining bug catalogs at the feature level
• Reviews product demo with the development team and stakeholders against acceptance criteria for the feature set
• Helps define business, customer and platform use cases and requirements
• Ensures features meet backlog entrance criteria
• Creates user stories and system interaction diagrams for platform feature solution
• Hosts user story grooming sessions
• Informs the design of the user experience i.e. wireframes and mock-ups
• Ensures appropriate backlog depth for continuous development
• Determines release targets for the platform and prioritizes assigned features according to business and platform value, adjusting throughout implementation as needed
• Continuously monitors feature development through maintaining bug catalogs at the feature level
• Reviews product demo with the development team and stakeholders against acceptance criteria for the feature set
• Prepares launches and monitors platform performance, adoption, and operational health for feature sets
• Identifies GTM plan with stakeholders for the feature set
• Identifies issues that will keep the platform features from delivering on time and/or with the desired requirements and communicates to leadership
• 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+ years in a product development/product management environment
• Strong analytical and quantitative skills; Data driven and results-oriented
• Experience in running high traffic, distributed, cloud based services
• Experience in affecting large culture change
• Experience leading infrastructure programs
• Skilled at working with third party service providers
• Excellent written and oral communication skills

Education:

• Bachelor’s/University degree or equivalent experience

Anticipated Posting Close Date:

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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