About Wealth At Work: Enterprise
The Wealth at Work Enterprise Team is part of the Global Citi Wealth organization. We focus on providing wealth management for busy professionals and their firms. We help our clients save, invest, borrow and manage the wealth that they have worked so hard to create.
Having served law firms and consulting firms for over five decades via the Law Firm Group and the Professional Services Group, the model is tried and tested with several tier one law and consulting firms. Wealth at Work’s services are now being extended to the Enterprise sector which includes key industries such as Technology and Healthcare where wealth creation will continue to be on the rise.
The Institutional Investment Sales Sr. Banker is responsible for generating investments AUMs from institutions that currently bank with Citi Commercial Bank and the Corporate Bank. When companies are looking to diversify their short term investments away from traditional banking accounts, Citi Wealth provides advice and execution. A key strategy for Citi Wealth is to collaborate internally and utilize the resources the bank already has (Citi Commercial Bank, Corporate Bank, Investment Bank). This role requires a high level of organizational skills, influencing skills and experience working with institutions. Understanding of processes is a must since the business is looking to scale and standardize onboarding of new clients. This individual will be responsible for pipeline management, business development and achieving goals. This is a perfect opportunity for someone with a growth mindset and interest in learning and growing within a high-growth team.
Responsibilities:
Qualifications:
Education:
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Job Family Group:
Private Client Coverage------------------------------------------------------
Job Family:
Private Banker------------------------------------------------------
Time Type:
Full time------------------------------------------------------
Primary Location:
New York New York United States------------------------------------------------------
Primary Location Full Time Salary Range:
$192,000.00 - $288,000.00
In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
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Anticipated Posting Close Date:
Jan 20, 2025------------------------------------------------------
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