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 to deepen relationships with existing clients.
  • Employees are eligible for competitive benefits including medical coverage, 401(k), life insurance, 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, accident, disability, 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 relationship cultivation
  • Sales and marketing strategy development

Nice-to-have

  • Prior wealth management experience preferred
  • Strong analytical and communication skills
  • Ability to manage internal and external relationships
  • Experience with financial planning teams
  • Coaching and training capabilities

Key Requirements

  • Bachelor's degree or equivalent experience
  • FINRA SIE, Series 7, Series 66 certifications
  • 3-7 years of relevant financial services experience
  • Compliance with applicable laws and regulations

Work Rights

Not specified

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