Associate Private Banker Jobs in New York, New York

Required Qualifications, Capabilities And Skills

Preferred Qualifications, Capabilities And Skills

Extensive knowledge of products and services

Superior knowledge of the market dynamics and its business environment preferred

Excellent problem solving, oral, and written communication skills

Champion a culture of innovation and a customer centric mindset

Ability to demonstrate proactive approach to problem resolution, strong troubleshooting, and problem solving skills

Minimum Required: Bachelor's Degree in Financial Services or equivalent experience.

2+ years' of financial service or product related experience

Research all aspects of underlying products in an effort to develop and execute targeted marketing strategies

Develop a pipeline of prospective clients through industry related events, networking opportunities and social media presence

Collaborate with Financial Advisors to implement process to generate new business

Knowledge of investments is required; banking and credit products desirable

Ability to manage relationships both internal and external; Ability to multi-task

Assist the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients.

Client/prospect meetings - Organize the pre-call planning, organizing post-meeting notes, and maintain all client call records including call reports

Assist the Banker in deepening the existing client relationship through deep-dive analysis

Provide accurate and timely revenue tracking and deal pipeline reports and other relevant information to the Banker

Experience with capital markets origination activities across debt markets, specific experience in the syndication and origination of private placement offerings.

Experience in Financial modeling including discounted cashflow analysis, interest rate analysis, and SWAP currency analysis.

Experience with Bloomberg (BVAL, tracking market indexes, individual bond analysis, company profile analysis, and cross currency analysis).

Drives RBC’s high performance culture

Enables collective achievement of our strategic goals

Generates sustainable shareholder returns and above market shareholder value

Demonstrated aptitude for sales and client relationship management

Research client inquiries and manage follow up communication and materials

No more than two years of work experience following completion of undergraduate program

Superior multi-tasking and organizational skills

Excellent communication skills and poise giving presentations

Help devise customized financial strategies for existing and prospective clients

Help clients achieve broad financial/investment goals related to the creation and management of wealth.

Develop tailored solutions that address clients' investment, risk management, and financing/liquidity needs.

Align complementary experiences and skill sets of team members to maximize client effectiveness.

Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities.

Effectively manage client expectations regarding what can and cannot be executed on their behalf.

Help team members acquire the experience necessary to establish credibility with clients and intermediaries.

Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs

Three plus years of work experience in Private Banking or Financial Services

Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts

Focuses on the client experience and works tirelessly on the client's behalf

Dynamic and credible professional who communicates with clarity and has exceptional presentation skills

Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business

Experience working with senior level management maintaining confidentiality

Relevant Investment Banking experience and robust knowledge of all IB products

A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days

Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits

Educational resources, matching gift, and volunteer programs

Foster and create an environment where feedback is sought after, offered, and encouraged and communication is open and collaborative

Experience working with senior level management maintaining confidentiality

Relevant Investment Banking experience and robust knowledge of all IB products

A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days

Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits

Educational resources, matching gift, and volunteer programs

Foster and create an environment where feedback is sought after, offered, and encouraged and communication is open and collaborative

Required Qualifications, Capabilities and Skills:

1-3 years corporate or investment banking experience with strong corporate finance/credit background

Ability to identify and assess credit transaction risks and have some knowledge of credit policies and processes

Knowledge of credit underwriting and structuring. Position will regularly collaborate with credit team on analysis, structuring and documentation of credit requests

Excellent problem solving, oral and written communication skills

Preparing financing feasibility and debt capacity presentations for internal review and to provide to clients and prospects, outlining our conclusions.

We offer competitive health and wellness benefits, empowering you to value life in and out of the office

Drive and motivation to meet targets coupled with very good sales and negotiation skills

Expansive knowledge of regional and local financial markets

Retirement Savings Plans, Parental Leave, and other family-friendly programs

On-site cafeteria, health center, and communal meeting areas

Active engagement with the local community through Deutsche Bank’s specialized employee groups

Bachelor's degree, or equivalent work experience

Four to seven years of related experience

Thorough knowledge of departmental operations/policies and U.S. Bank products and services

Effective interpersonal, verbal and written communication skills

Proficient computer navigation skills using a variety of software packages including Microsoft Office applications

Ability to identify and resolve exceptions, interpret data and resolve complex problems with minimal guidance

Experience: Minimum of 3-5 years consumer or commercial lending experience; Experience should include previous loan structuring and credit analysis responsibilities

Manages and services assigned loan and deposit portfolios. Identifies problems or concerns and notifies manager and credit partner.

This position has supervisory responsibilities.

Properly grades risk of each loan in the assigned portfolio. Adjusts risk grades as circumstances change or new information becomes available.

Resolves client problems and assists with general inquiries. Provides superior service to existing clients.

Accepts other duties as assigned.

Required qualifications, capabilities and skills

Preferred qualifications, capabilities and skills

Find ways to increase efficiency with existing technical infrastructure through automation, while embracing the innovative opportunities offered by new technologies

3+ years with above average performance results in a similar banking role or credit/lending related experience.

Excellent problem solving, oral, and written communication skills

Extensive knowledge of products and services

Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).

Contributes to meeting branch business results and the customer experience.

Takes the initiative to find creative approaches that make each customer’s experience feel personal.

Looks for ways to contribute to the ongoing improvement of the overall branch customer experience.

Contributes to business results and the overall experience delivered in the branch.

Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.

Ten or more years of private wealth management experience in the financial services industry

Strong relationship management and lending skills

Advanced knowledge of Private Wealth Management products and services

Bachelor's degree, or equivalent work experience

Strong sales and new business development skills

Expert knowledge of private banking products and services, including credit processes

Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs

Six plus years of work experience in Private Banking or Financial Services

Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts

Focuses on the client experience and works tirelessly on the client’s behalf

Dynamic and credible professional who communicates with clarity and has exceptional presentation skills

Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business

Citibank, N.A. seeks an Associate Banker Senior Manager for its Miami, Florida location.

This position is eligible for incentive pursuant to Citigroup’s Employee Referral Program.

Wage Range: $146,000 to $146,000

Job Family Group: Private Client Coverage

Job Family: Private Banker Support

Citi is an equal opportunity and affirmative action employer.

In addition to core traditional benefits, we take pride in offering benefits for every stage of life.

Retirement savings including both 401(k) and Pension plans.

Paid time off to volunteer in your community.

Opportunities to connect with others through our diversity-focused Colleague Resource Groups.

Competitive salaries with professional development and advancement opportunities.

Research client inquiries and manage follow up communication and materials

No more than two years of work experience following completion of undergraduate program

Superior multi-tasking and organizational skills

Excellent communication skills and poise giving presentations

Help devise customized financial strategies for existing and prospective clients

Prepare pitch books and meeting materials

Provide a monthly report or as requested to management about each referral case's status.

Manage client financial needs with a focus on developing a strong relationship between the client and the Bank.

Develops and maintains knowledge of financial industry, economy, market conditions, rates, vendors, and competition.

Actively involved in maintaining a positive sales environment through education of the Bank’s commercial credit products with the Private Bankers.

Provide the necessary assistance and training to Private Bankers regarding the commercial credit documents requirements.

Participate in the different Region’s meetings with Branch managers and Relationship Officers.