Associate Banker SAFE Act LO, AVP - Washington,DC

Citi • Washington, DC

15d

About The Position

Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Partner with Banker in the creation of sales and marketing strategies designed to generate revenue growth and to acquire new target clients Partner with Banker on prospecting efforts prospecting - conduct new client/prospect research, generate leads and develop prospects, network to identify referrals to new clients/prospects, and coordinate client events Client/prospect meetings - Organize the pre-call planning, organizing post-meeting notes, and maintain all client call records including call reports Cultivate relationships with firm employees. Source leads and referrals to generate new individual and institutional business Construct and execute marketing campaigns around our unique and tailored product offerings Provide complete service support to client, including solving complex client inquiries Involved in coaching and training of new recruits Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual.

Requirements

• 3-7 years of relevant experience
• Ability to manage relationships both internal and external
• Ability to multi-task
• FINRA SIE, Series 7, Series 66 required (or obtained within 120 days)
• Bachelor's/University degree or equivalent experience

Nice To Haves

• Prior experience in wealth management or other financial services roles preferred

Responsibilities

• Partner with Banker in the creation of sales and marketing strategies designed to generate revenue growth and to acquire new target clients
• Partner with Banker on prospecting efforts prospecting - conduct new client/prospect research, generate leads and develop prospects, network to identify referrals to new clients/prospects, and coordinate client events
• Organize the pre-call planning, organizing post-meeting notes, and maintain all client call records including call reports
• Cultivate relationships with firm employees.
• Source leads and referrals to generate new individual and institutional business
• Construct and execute marketing campaigns around our unique and tailored product offerings
• Provide complete service support to client, including solving complex client inquiries
• Involved in coaching and training of new recruits

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level