Assistant Vice President Associate Banker - Miami / New York

Associate BankerThe Associate Banker is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. 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. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Assumes informal/formal leadership role within teams. 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.Responsibilities:Provide complete service support to client, including solving complex client inquiriesProvide day to day support to Banker on documentation such as account opening and closing, loan disbursals, etc.Client/prospect meetings - Organize the pre-call planning, organizing post-meeting notes, and maintain all client call records including call reportsAssist the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients.Assist the Banker in deepening the existing client relationship through deep-dive analysisAssist the Banker in the creation of sales and marketing strategies designed to generate revenue growth and to acquire new target clients, with a focus on InvestmentsAssist the Banker with prospecting - conduct new client/prospect research, generate leads and develop prospects, network to identify referrals to new clients/prospects, and coordinate client eventsProvide accurate and timely revenue tracking and deal pipeline reports and other relevant information to the BankerEnsure appropriate documentation related to KYC/AML from the client and ensure all aspects of client records and documentation are completed and updatedAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.Qualifications:5 - 8 years of experienceKnowledge of Investments, Banking and Credit products is requiredAbility to manage relationships both internal and externalAbility to multi-taskFINRA SIE, Series 7, Series 66 (or 63 + 65) required (or obtained within 120 days)Proficiency in Spanish preferredEducation:Bachelor’s/University degree or equivalent experienceJob Family Group: Private Client CoverageJob Family: Private Banker SupportTime Type: Full timePrimary Location: Miami Florida United StatesPrimary Location Full Time Salary Range: $90,080.00 - $135,120.00In 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.Most Relevant Skills: Please see the requirements listed above.Other Relevant Skills: For complementary skills, please see above and/or contact the recruiter.Anticipated Posting Close Date: Jun 30, 2025Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi and view Citi's EEO Policy Statement and the Know Your Rights poster.