Associate Banker SAFE Act LO, AVP - San Francisco Area

About the Position

Associate Banker SAFE Act LO, AVP - San Francisco Area

Join Citi as an Associate Banker SAFE Act LO, AVP in San Francisco, contributing to wealth management strategies and client acquisition.

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
• 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.

Requirements

• Experience: 3-7 years of relevant experience
• Skills:
  • FINRA SIE
  • Series 7
  • Series 66 (or obtained within 120 days)
• Education: Bachelor's/University degree or equivalent experience

We Offer

• Salary: $109,120.00 - $163,680.00 per year
• Benefits:
  • Competitive employee benefits, including medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs.
  • Paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays.
• Career Growth: Opportunities for professional development and advancement within the company.

About the Company

Working at Citi is far more than just a job. A career with us means joining a team of approximately 219,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

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. View Citi’s EEO Policy Statement and the Know Your Rights poster.