Vice President Associate Banker SAFE Act

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The Associate Banker SAFE Act is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in their role and the broader business. Recognized as a technical authority within a specific area of the business, this position requires basic commercial awareness. The role typically collaborates with multiple experts who provide similar subject‑matter expertise, and must employ developed communication and diplomacy skills to guide, influence, and persuade colleagues across functions and, occasionally, external clients.

Responsibilities have significant impact on the area through complex deliverables, providing advice and counsel related to the technology or operations of the business, ultimately affecting overall performance and effectiveness of the sub‑function or job family.

• Assist the Banker in the creation of sales and marketing strategies designed to generate revenue growth and acquire new target clients, with a focus on Investments.
Assist the Banker with prospecting—conduct new client/prospect research, generate leads, develop prospects, network to identify referrals, and coordinate client events.
• Assist the Banker in profiling, qualifying, and converting prospects into Citi Private Bank clients.
• Client/prospect meetings—organize pre‑call planning, create post‑meeting notes, and maintain all client call records including call reports.
• Assist the Banker in deepening existing client relationships through deep‑dive analysis.
• Provide accurate and timely revenue tracking and deal pipeline reports and other relevant information to the Banker.
• Provide day‑to‑day support to the Banker on documentation such as account opening and closing, loan disbursals, etc.
• Provide complete service support to clients, including solving complex client inquiries.
• Ensure appropriate documentation related to KYC/AML from the client and ensure all aspects of client records and documentation are completed and updated.
• Appropriately 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.

• 6‑10 years of relevant experience.
• Knowledge of investments required; banking and credit products desirable.
• Ability to manage relationships both internally and externally and to multi‑task effectively.
• FINRA Securities Licenses:
  Series 7 and 66 ( 63 & 65) required to obtain within 150 days of assuming the role.

• Bachelor’s/University degree;
  Master’s degree preferred.

Salary: $ – $

Location:

Beverly Hills, California, United States

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

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 w Citi’s EEO Policy Statement and the Know Your Rights poster.