Citi Group Wealth Work – Institutional Investment Sales Senior Banker 

United States, California, San Francisco 

275409348

About Wealth At Work: Enterprise

Having served law firms and consulting firms for over five decades via the Law Firm Group and the Professional Services Group, the model is tried and tested with several tier one law and consulting firms. Wealth at Work’s services are now being extended to the Enterprise sector which includes key industries such as Technology and Healthcare where wealth creation will continue to be on the rise.

Responsibilities:

• Working with CCB and Corp Bank to develop and grow pipeline for Institutional Investments

• Work with various Wealth product partners – Citi Investment Management, Investment Counselor, Service, Risk, Compliance to onboard new clients

• Educate Bankers in CCB and Corp Bank to increase awareness about our liquidity management capabilities. Act as internal product expert and develop marketing programs to drive sales.

• Support after sales servicing and reporting for clients

• Manage SACA (Secured Account Control Agreement) process and execution from start to finish where required.

• Responsible together with Investments partners to reach revenue and AUM targets in both Managed Investments as well as Brokerage portion of our business.

• Develop expertise around current and historical market conditions that impact returns for clients. Communicate complex details in a manner that is easily understood and in line with the sophistication level of the client

• Responsible for evaluating client profiles in terms of returns expectation, risk appetite, time horizon, liquidity needs

• Work with extended banking teams to help complete KYC and other due diligence needed when onboarding complex corporate entities.

• Present in internal meetings and conference calls on Investment product features and benefits and launch new product offerings.

• Attend client meetings with CCB and Corp Bankers and participate in presentations and sales pitches as needed.

• 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:

• 10+ years of experience

• FINRA Licensed Series 7, 63/ 66

• Prior Treasury, Commercial or Corp Banking experience a plus

• Sales and relationship management skills including a track record of building successful relationships with external clients and internal partners.

• Experience in delivering high quality service to complex and global corporate clients

• Self-starter with creative problem-solving skills.

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

Anticipated Posting Close Date:

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