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
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:
5+ years of relevant experience
Prior experience in wealth management or other financial services roles preferred
Ability to manage relationships both internal and external
Ability to multi-task
FINRA SIE, Series 7, Series 66 required (or obtained within 120 days)