Citigroup

Citigroup

Citi Global Wealth at Work - Associate Banker - Safe Act LO - Assistant Vice President - NYC

New York New York United States, USA · Exec · Full-time

Sponsorship not specified$12k-$163kDetected 1 day ago
ResearchLeadershipCommunicationMentoring

About the role

  • The Associate Banker SAFE Act LO 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.
  • 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.

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
  • Client/prospect meetings - Organize the pre-call planning, organizing post-meeting notes, and maintain all client call records including call reports
  • Cultivate relationships with firm employees. Source leads and referrals to generate new individual and institutional business
  • 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
  • Organize the pre-call planning, organizing post-meeting notes, and maintain all client call records including call reports

Requirements

  • 3-7 years of relevant experience
  • Ability to prioritize
  • FINRA SIE, Series 7, Series 66 required (or obtained within 120 days)
  • Bachelor's/University degree or equivalent experience
  • Ability to manage relationships both internal and external
  • Education:
  • Job Family Group:
  • Private Client Coverage ------------------------------------------------------
  • Job Family:
  • Private Banker Support ------------------------------------------------------
  • Time Type:
  • Full time ------------------------------------------------------

Nice to have

  • Prior experience in wealth management or other financial services roles preferred

Skills

  • jul 27, 2026 ------------------------------------------------------
  • Automated Processing and AI
  • Our automated processing and AI do not involve relying on automatic or autonomous decision-making.
  • Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.
  • Illinois residents - AI Notice and Right
  • View Citi's EEO Policy Statement and the Know Your Rights poster.
  • For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------

Compensation

  • In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards.

Benefits

  • Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs.
  • Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays.
  • For additional information regarding Citi employee benefits, please visit citibenefits.com.

Equal opportunity

  • If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
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This listing is sourced directly from Citigroup's careers page and normalized into a canonical job model.