Citi Group Citi Wealth Work - Enterprise Group Associate Banker 

United States, New York, New York 

834426815

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.

An understanding of exec compensation in Tech and Healthcare sectors is a huge plus.

Responsibilities:

• 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

• Utilizing various databases such as RelPro, Pitchbook in order to put together lists of potential clients based on target market

• Ability to orchestrate / shepherd deals through internal processes to implementation – effectively partnering with product specialists, RO, IRO, bankers, ICs, etc to establish new relationships and open/fund accounts. Client/prospect meetings - Organize the pre-call planning, organizing post-meeting notes, and maintain all client call records including call reports

• Introduce Citi’s value proposition to incoming employees at target firms

• Cultivate relationships with firm employees. Source leads and referrals to generate new individual and institutional business

• Leverage relationships to understand client needs and deepen Citi’s relationships with existing client

• Construct and execute marketing campaigns around our unique and tailored product offerings

• Work closely with Investments, Credit, Cash Management, and Financial Planning teams to source opportunities, prepare client pitches, and deliver Citi’s full suite of banking and wealth management solutions to our clients

• Provide complete service support to client, including solving complex client inquiries

• 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:

• 3-7 years of relevant experience

• Prior experience in wealth management needed

• Ability to manage relationships both internal and external

• FINRA SIE, Series 7, Series 66 required (or obtained within 150 days)

• Bachelor's/Universitydegree or equivalent experience.

Anticipated Posting Close Date:

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