New York, New York, United States · On-site
$88k–$133k/yr
The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and…
Skills: Financial Planning, Relationship Management, Client Profiling, KYC/AML Compliance, Risk Assessment
Ciudad de México, Mexico · Hybrid
El Gerente del Grupo de Seguridad del CSIS es responsable de la gestión de áreas disciplinarias profesionales complejas/críticas/grandes. Lidera y dirige un equipo de profesionales. Requiere una comprensión integral de m…
Skills: Physical Security, Crisis Management, Security Technology, Vendor Management, Emergency Response
San Ramon, California, United States · On-site
$61k–$86k/yr
The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of th…
Skills: Sales, Customer Service, Cross-selling, Relationship Management, Credit Analysis
Ciudad de México, Mexico · On-site
The Investment Banking Associate is an intermediate level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions …
Skills: M&A Execution, Capital Raising, Financial Analysis, Corporate Transaction Evaluation, Strategic Advisory
Singapore, Singapore · On-site
At Citi, we get to connect millions of people across hundreds of cities and countries every day. And we've been doing it for more than 200 years. We do this through our unparalleled global network. We provide a broad ran…
Skills: Product Strategy, Product Management, P&L Management, Financial Analysis, Market Analysis
Ciudad de México, Mexico · Hybrid
The IT Business Unit Sr Manager is accountable for management of complex/critical/large professional disciplinary areas. Leads and directs a team of professionals. Requires a comprehensive understanding of multiple areas…
Skills: Technology Planning, People Management, Budget Management, Risk & Control Management, Financial Markets Solutions
Tampa, Florida, United States · Hybrid
$126k–$188k/yr
The Java Full Stack Developer is a strategic professional who stays current with developments in their field and contributes to the overall technology strategy. As a recognized technical authority, this role requires str…
Skills: Angular, Java, RxJS, NgRx, TypeScript
Bogota, Capital District, RAP (Especial) Central, Colombia · On-site
The Colombia Head of Corporate FX Sales leads a diverse team of 6 Salespeople and co-manages product experts in Digital and Regional FX Sales. A good understanding of the industry, direct competitors' products and servic…
Skills: Corporate FX Sales, Foreign Exchange Derivatives, Relationship Management, Team Management, Strategic Planning
Chiyoda, Japan · Hybrid
The Solution Sales Sr Specialist is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recogn…
Skills: TTS Sales Origination, Cross-selling, Portfolio Management, Client Relationship Management, Financial Analysis
Fresno, California, United States · On-site
$19/hr–$22/hr
The Teller is an entry-level position responsible for assisting with the execution of branch activities, including day-to-day delivery of client-facing services and processing transactions, in coordination with the Custo…
Skills: Customer Service, Money Handling, Banking Transactions, Sales, Problem Solving
León, Guanajuato, Mexico · On-site
El Cajero es un puesto de nivel inicial responsable de asistir en la ejecución de actividades de la sucursal, que incluyen la prestación diaria de servicios que implican interactuar con el cliente las transacciones de pr…
Skills: Cash Handling, Customer Service, Sales, Problem Solving, Communication Skills
India · Hybrid
The Digital S/W Engineer Intmd Analyst is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. Integrates in-depth specialty area knowledge with a solid …
Skills: iOS Native Development, Angular, Android Native Development, Application Design, CI/CD
Tampa, Florida, United States · Hybrid
$104k–$156k/yr
Overview: The Program Management Advisory and Execution (PMAE) is the only enterprise level resource that supports all business units across the bank to plan, execute and govern complex cross-functional initiatives, prog…
Skills: Program Management, Project Management, Matrix Management, Stakeholder Management, Risk Management
Pune, Maharashtra, India · Hybrid
The Applications Development Senior Programmer Analyst is an intermediate level position responsible for participation in the establishment and implementation of new or revised application systems and programs in coordin…
Skills: Java, Oracle, NoSQL, MongoDB, Apache Spark
Chicago, Illinois, United States · Hybrid
$115k–$172k/yr
We are seeking a Vice President, Underwriter to join the Industrials team in Chicago or Irving, TX, two of the bank’s most important commercial lending hubs. This role is responsible for underwriting, approving, and mana…
Skills: Analytical Thinking, Credible Challenge, Financial Analysis, Governance, Policy
Kowloon City, Kowloon, Hong Kong S.A.R. · On-site
We are seeking a diligent and proactive Regulatory & Governance Analyst to support our Technology legal entities in meeting regulatory and governance requirements. This role is crucial for ensuring operational compliance…
Skills: Regulatory Compliance, Governance, Risk Management, Data Analysis, Stakeholder Collaboration
Tel Aviv, Tel-Aviv District, Israel · On-site
The Investment Banking Associate is an intermediate level position responsible for providing strategic advisory services for clients and executing mergers, acquisitions and other types of financial transactions as well a…
Skills: Financial Modeling, Valuation, M&A, LBO, Capital Raising
Mumbai, Maharashtra, India · Hybrid
The Cash & Trade Proc Intmd Analyst is an intermediate level role responsible for ensuring transactions governance and regulatory controls for trade transactions. The overall objective is to research, conduct analyses, a…
Skills: Data Analysis, Process Improvement, Digitization, Stakeholder Management, PMO Governance
Hermosillo, Sonora, Mexico · On-site
El Vendedor Corporativo es un puesto profesional de un empleado en desarrollo. Se ocupa de la mayoría de los problemas de forma independiente y tiene cierta libertad para resolver problemas complejos. Integra conocimient…
Skills: FX Sales, Foreign Exchange Operations, Corporate Client Management, Financial Derivatives, Risk Management
Mumbai, Maharashtra, India · Hybrid
Citi continues to enhance its business control and governance framework by building out Institutional Credit Management (ICM), a first line of defense business line, to house and consistently manage credit risk activitie…
Skills: Analytical Thinking, Credible Challenge, Financial Analysis, Governance, Policy, Procedure, and Regulation
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Build and deepen relationships with affluent and High Net Worth clients to provide holistic financial solutions. Manage client portfolios, source new high-value relationships, and ensure strict adherence to regulatory and compliance norms.
Requires 5-8 years of experience and a bachelor's degree or equivalent. Must possess or obtain specific FINRA registrations (SIE, Series 6, 63, 65 or 7, 66) and Insurance Group 1 certification within 150 days.
The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and workflow 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 to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills required. Regularly 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 directly affected by the performance of the individual.
Responsibilities:
Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills.
Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling.
With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals to provide holistic financial solutions.
Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent communication, access to seminars, etc.
Master referral opportunities to grow portfolio.
Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities.
Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.)
Organize client events to enhance client bonding.
Acquire new clients through converting referral leads
Manage client follow-up and adhere to all Regulatory and Compliance operating procedures.
Ensure that KYC/AML and other compliance norms are strictly adhered.
Partner with all roles on branch team to ensure all clients have a positive in-branch experience.
Appropriately assess risk when business decisions are made, demonstrating 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 experience.
Strong analytical and financial skills.
Strong verbal and written communication skills.
Organized with strong attention to details.
Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using Money Guide Pro, or NaviPlan Select, or similar financial planning software preferred.
Basic understanding of investment and financial planning strategies preferred.
Must be a self-starter, problem solver and a goal-oriented team player able to work without direction.
Required current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66 or equivalent.
Must meet ALL US FINRA Registration requirements within 150 days of starting in the role.
Insurance Group 1 required.
Must meet ALL Insurance Group 1 requirements within 150 days of starting in the role.
This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures.
Education:
Bachelor's/University degree or equivalent experience
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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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Citi 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.
View Citi’s EEO Policy Statement and the Know Your Rights poster.
Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients. We have over 200 years of experience helping our clients meet the world's toughest challenges and embrace its greatest opportunities. We are Citi, the global bank – an institution connecting millions of people across hundreds of countries and cities. For information on Citi’s commitment to privacy, visit on.citi/privacy.
Offices: 388 Greenwich Street, New York, New York 10013, US · Locations in over 100 countries, http://www.citigroup.com/citi/global/index.htm, 10022, US · 5900 Hurontario St, Mississauga, ON L5R 0B8, CA · 165 Jalan Ampang, Kuala Lumpur, Federal Territory of Kuala Lumpur 50450, MY · Calle 62C O, Panama City, Panama, PA
Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients. We have over 200 years of experience helping our clients meet the world's toughest challenges and embrace its greatest opportunities. We are Citi, the global bank – an institution connecting millions of people across hundreds of countries and cities. For information on Citi’s commitment to privacy, visit on.citi/privacy.
Offices: 388 Greenwich Street, New York, New York 10013, US · Locations in over 100 countries, http://www.citigroup.com/citi/global/index.htm, 10022, US · 5900 Hurontario St, Mississauga, ON L5R 0B8, CA · 165 Jalan Ampang, Kuala Lumpur, Federal Territory of Kuala Lumpur 50450, MY · Calle 62C O, Panama City, Panama, PA
