Citi Wealth at Work – Law Firm Group – Associate Banker – VP

Published
August 3, 2022
Location
Houston, TX
Category
Job Type

Description

The Associate Banker SAFE Act LO is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness. There are typically multiple people within the business that provide the same level of subject matter expertise. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family.Responsibilities:Assist the Banker in the creation of sales and marketing strategies designed to generate revenue growth and to acquire new target clients, with a focus on InvestmentsAssist the Banker with prospecting - conduct new client/prospect research, generate leads and develop prospects, network to identify referrals to new clients/prospects, and coordinate client eventsAssist the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients.Client/prospect meetings - Organize the pre-call planning, organizing post-meeting notes, and maintain all client call records including call reportsAssist the Banker in deepening the existing client relationship through deep-dive analysisProvide accurate and timely revenue tracking and deal pipeline reports and other relevant information to the BankerProvide day to day support to Banker on documentation such as account opening and closing, loan disbursals, etc.Provide complete service support to client, including solving complex client inquiriesEnsure appropriate documentation related to KYC/ AML from the client and ensure all aspects of client records and documentation are completed and updatedAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firms 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:6-10 years of experienceKnowledge of investments is required; banking and credit products desirableAbility to manage relationships both internal and external; Ability to multi-taskEducation:Bachelors/University degree, Masters degree preferred

Apply
Drop files here browse files ...

Related Jobs

Associate of Government Affairs   Houston, TX new
August 10, 2022
August 10, 2022
August 10, 2022

Author: