Partner with Banker in the creation of sales and marketing strategies designed to generate revenue growth and to acquire new target clients
Job Summary
Partner with Banker in the creation of sales and marketing strategies designed to generate revenue growth and to acquire new target clients.
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.
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets.
Matching Summary
Partner with Banker in the creation of sales and marketing strategies designed to generate revenue growth and to acquire new target clients.
Salary
Base: $109,120.00 - $163,680.00; Bonus/Equity: Not specified; Benefits: Not specified
Skills & Requirements
Must-have
Sales and marketing strategies
New client acquisition
Client relationship management
Financial product offerings
Risk assessment and compliance
Nice-to-have
Coaching and training new recruits
Influencing decisions through advice
Balancing conflicting situations
Key Requirements
3-7 years of relevant experience
FINRA SIE, Series 7, Series 66 required
Bachelor's/University degree or equivalent experience