Full-Time

UHNW Private Banker SAFE Act

Confirmed live in the last 24 hours

Citigroup

Citigroup

10,001+ employees

Global financial services and banking solutions

Compensation Overview

$150k - $300k/yr

+ Incentive Awards + Retention Awards

Senior

Houston, TX, USA

Category
Commercial Banking
Investment Banking
Private Equity
Risk Management
Finance & Banking
Required Skills
Sales
Risk Management
Marketing
Connection
Connection
Connection
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Requirements
  • Client facing experience, preferably in the financial services industry.
  • Strong knowledge of investments, banking and credit products.
  • Strong knowledge of financial industry and current market conditions.
  • Strong verbal and written communication skills.
  • Excellent interpersonal skills, problem solving, team work and analytical skills.
  • Ability to establish relationships and partner effectively with various groups including sales, service, operations, compliance, and marketing.
  • Ability to understand, utilize and learn computer and web based applications.
  • Licensing: Series 7 & 66 (or 63 & 65).
  • BA plus relevant financial services experience required.
Responsibilities
  • Grow client net revenue annually in core product areas: investment management, capital markets, and banking & lending.
  • Create sales and marketing strategies designed to generate revenue growth and to acquire new target clients within different sectors.
  • Prospecting – generate leads and develop prospects, network to identify referrals to new clients/prospects.
  • Profile, qualify, and convert prospects into CPB clients.
  • Identify and execute on new business opportunities with existing clients.
  • Orchestrate appropriate specialist resources to develop tailored, long-term solutions for clients/prospects.
  • Present and communicate to clients/prospects complex financial concepts and investment strategies in a way that is easily understood.
  • Serve as the client’s advocate and trusted advisor (primary contact) for strategic advice on financial matters.
  • Create, organize, and implement a wealth management strategy designed to deepen relationships with existing clients.
  • Manage client expectations regarding what can and cannot be executed on their behalf.
  • Ensure financial strategies are kept current and appropriately aligned with client objectives.
  • Understand and communicate the risk involved with financial and investment strategies.
  • Ensure all client inquiries and problems are handled effectively and resolved.
  • Help team members to acquire experience and establish credibility with clients.
  • Comply with all regulatory policies and control procedures regarding client transactions and suitability.
  • Oversee and ensure compliance with the following processes: Investment Objective Setting (IOS), Client Risk Profile (CRF), Periodic Client Reviews.
  • Oversee and ensure clients are on-boarded appropriately including all required documentation is complete and accurate.

Citigroup provides a wide range of financial services, including consumer banking, corporate and investment banking, securities brokerage, and wealth management. The company operates in over 160 countries, allowing it to serve a diverse clientele that includes individuals, small businesses, large corporations, and government entities. Citigroup's products work by offering various financial solutions such as loans, credit, and investment management, generating revenue through interest, service fees, and trading activities. What sets Citigroup apart from its competitors is its extensive global network and focus on technological innovations that enhance the banking experience. The company's goal is to create a positive financial and social impact while ensuring growth and profitability through its commitment to sustainability and social responsibility.

Company Size

10,001+

Company Stage

IPO

Headquarters

New York City, New York

Founded

1812

Simplify Jobs

Simplify's Take

What believers are saying

  • Strategic investment in Supra boosts Citi's influence in Colombian fintech market.
  • Citi's participation in Omnidian's funding supports growth in clean energy and EV infrastructure.
  • Proxymity investment enhances transparency and efficiency in investor communications globally.

What critics are saying

  • Competition from fintechs like Wagestream challenges Citi's consumer banking segment.
  • Supra's growth projections may not materialize, impacting Citi's investment returns.
  • Clean energy market volatility poses risks to Citi's investments in Omnidian.

What makes Citigroup unique

  • Citi's global presence spans over 160 countries, offering unmatched financial services reach.
  • Investment in Supra enhances SME foreign trade through advanced tech infrastructure in Colombia.
  • Citi Impact Fund supports clean energy initiatives, aligning with ESG goals and innovation.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

401(k) Retirement Plan

401(k) Company Match

Wellness Program

Paid Vacation

Paid Sick Leave

Paid Holidays

Growth & Insights and Company News

Headcount

6 month growth

0%

1 year growth

-5%

2 year growth

-5%
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