Associate Banker SAFE Act LO, AVP - San Francisco Area

About the Role

Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and workflow 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 involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills to filter, prioritize, and validate complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal or formal leadership roles within teams, including coaching and training new recruits. Significant impact on project size, geography, etc., by influencing decisions through advice, counsel, and facilitating services.

Responsibilities

• Partner with Banker in the creation of sales and marketing strategies designed to generate revenue growth and acquire new target clients.
• Prospecting: Conduct new client/prospect research, generate leads, develop prospects, network to identify referrals, and coordinate client events.
• Organize pre-call planning, 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 clients.
• Construct and execute marketing campaigns around 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.
• Provide complete service support to clients, including solving complex inquiries.
• Appropriately assess risk in business decisions, demonstrating 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, and applying sound ethical judgment.

Requirements

• 3-7 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).

Qualifications

Bachelor’s/University degree or equivalent experience.

Pay

Full-time salary range: $109,120.00 - $163,680.00. In addition to salary, eligible employees may receive discretionary and formulaic incentive and retention awards.

Benefits

• Medical, dental, and vision coverage.
• 401(k) plan.
• Life, accident, and disability insurance.
• Wellness programs.
• Paid time off packages, including vacation, sick leave, and holidays.

Primary location: Palo Alto, California, United States.