Associate Banker Safe Act - Assistant Vice President - New York

Citi

New York, New York, United States
Base: $109,120.00 - $163,680.00; bonus/equity: dis...
3-7 years relevant experience
Series 7 and series 66 licenses required
Prospecting and lead generation skills
This role involves partnering with bankers to create sales strategies that generate revenue growth and acquire new target clients

Job Summary

  • This role involves partnering with bankers to create sales strategies that generate revenue growth and acquire new target clients.
  • The position requires conducting prospect research, generating leads, and organizing client meetings while maintaining detailed call records.
  • Employees receive competitive benefits including medical, dental, vision coverage, 401(k), and paid time off packages.

Matching Summary

This role involves partnering with bankers to create sales strategies that generate revenue growth and acquire new target clients.

Salary

Base: $109,120.00 - $163,680.00; Bonus/Equity: Discretionary and formulaic incentive awards available; Benefits: Medical, dental, vision, 401(k), life insurance, wellness programs, and paid time off

Skills & Requirements

Must-have

  • 3-7 years relevant experience
  • Series 7 and Series 66 licenses required
  • Prospecting and lead generation skills
  • Client meeting organization and planning
  • Risk assessment and compliance adherence

Nice-to-have

  • Prior wealth management experience preferred
  • Strong internal and external relationship management
  • Ability to prioritize dynamic material sources
  • Experience coaching new recruits
  • Networking and referral generation capabilities

Key Requirements

  • Bachelor's degree or equivalent experience
  • FINRA SIE, Series 7, and Series 66 certifications
  • 3-7 years of financial services experience

Work Rights

Not specified

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