Uhnw Associate Banker Jobs in 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

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 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