Financial Services Relationship Manager
7 days ago
Citi, a global financial institution, is seeking a skilled Associate Banker to join its team. In this role, you will assist experienced bankers in creating sales and marketing strategies to generate revenue growth and acquire new clients.
About the Role
This position involves assisting bankers in prospecting for new clients, profiling and qualifying prospects, and converting them into Citi Private Bank clients. You will also organize client meetings, provide day-to-day support to bankers, and ensure all client records are up-to-date.
Responsibilities
* Assist in developing sales and marketing strategies to generate revenue growth and acquire new clients
* Conduct research on potential clients, generate leads, and develop prospects
* Assist in profiling and qualifying prospects, and converting them into Citi Private Bank clients
* Organize client meetings, maintain call records, and provide accurate and timely revenue tracking reports
Qualifications
* 2-5 years of relevant experience in investment banking or a related field
* Knowledge of investments and banking products
* Excellent communication and relationship-building skills
* Ability to work independently and as part of a team
What We Offer
* Competitive compensation and benefits package
* Opportunities for career growth and professional development
* Collaborative and dynamic work environment
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