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Citi · 4 hours ago

Vice President Associate Banker SAFE Act

Beverly Hills, CA

Full-time

Onsite

Mid, Senior Level

$135K/yr - $203K/yr

6+ years exp

Citi is a leading global bank, and they are seeking a Vice President Associate Banker SAFE Act to contribute to strategic initiatives within the Private Client Coverage team. The role involves assisting in sales and marketing strategies, managing client relationships, and ensuring compliance with regulatory requirements.

BankingFinanceFinancial Services

H1B Sponsor Likely

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 Investments

Assist 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 events

Assist 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 reports

Assist the Banker in deepening the existing client relationship through deep-dive analysis

Provide accurate and timely revenue tracking and deal pipeline reports and other relevant information to the Banker

Provide 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 inquiries

Ensure appropriate documentation related to KYC/ AML from the client and ensure all aspects of client records and documentation are completed and updated

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

Qualification

InvestmentsFINRA Securities LicensesBankingCredit productsRelationship managementMulti-tasking

Required

6-10 years of experience

Knowledge of investments is required; banking and credit products desirable

Ability to manage relationships both internal and external; Ability to multi-task

FINRA Securities Licenses: Series 7 and 66 (or 63 & 65) required to obtain within 150 days of assuming the role

Bachelor's/University degree

Preferred

Master's degree preferred

Benefits

Medical, dental & vision coverage

401(k)

Life, accident, and disability insurance

Wellness programs

Paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays

Company

Citi

Glassdoor3.8

Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress.

Founded in 1812

San Antonio, Texas, USA

10001+ employees

https://www.citi.com

H1B Sponsorship

Citi has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (957)

2024 (849)

2023 (1375)

2022 (1117)

2021 (876)

2020 (901)