Citi Wealth at Work - Law Firm Group - Banker - Vice President/ Senior Vice President
About The Position
Citi Global Wealth at Work serves lawyers and other professionals with industry-specific expertise. This position focuses on developing and managing client relationships in the Law Firm Segment. The Banker is a strategic professional and recognized subject-matter expert who follows trends in the field and applies them to the job and the business. The role requires strong commercial awareness, authority within and outside the area of expertise, excellent communication and negotiation skills, and significant external communication with senior law firm leaders. The Banker uses advanced judgment and in-depth quantitative or qualitative analysis to solve problems and develop innovative solutions, including approaches that extend beyond existing solutions and assumptions. Decisions have significant impact on a function or the business by determining technical approaches and strategies for the area.
Requirements
- 7+ years of experience preferred.
- Extensive and proven experience in private banking covering high-net-worth and/or legal-market clients.
- Extensive experience working with and/or leading client teams and transactions.
- Demonstrated track record in relationship selling.
- FINRA Series 7 and Series 63 or 66 licenses.
Nice To Haves
- Master's degree preferred.
Responsibilities
- Identify prospects, establish contact, and convert prospects into clients.
- Understand clients’ businesses and sources of wealth generation in depth.
- Anticipate life and business events with significant financial implications for clients.
- Serve as a trusted advisor to clients seeking strategic financial advice.
- Understand client goals and risk tolerance to ensure financial strategies are appropriate.
- Bring together product experts to develop long-term solutions and strengthen relationships with firms.
- Help clients achieve broad financial and investment goals related to creating and managing wealth.
- Plan and prioritize daily, weekly, and monthly activities to maximize revenue growth and client satisfaction.
- Ensure clients receive seamless execution of internal processes and Citi services.
- Apply in-depth knowledge of key investment and financing products.
Benefits
- Medical coverage
- Dental coverage
- Vision coverage
- 401(k)
- Life insurance
- Accident insurance
- Disability insurance
- Wellness programs
- Paid time off, including vacation and sick leave
- Paid holidays
- Discretionary and formulaic incentive and retention awards may be available to eligible employees
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What This Job Offers
Job Type
Full-time
Career Level
Senior
