Wealth at Work – Institutional Investment Sales Senior Banker

Full-time - Senior

San Francisco, CA

About the position

The Wealth at Work Enterprise Team is part of the Global Citi Wealth organization. We focus on providing wealth management for busy professionals and their firms. We help our clients save, invest, borrow and manage the wealth that they have worked so hard to create. Having served law firms and consulting firms for over five decades via the Law Firm Group and the Professional Services Group, the model is tried and tested with several tier one law and consulting firms. Wealth at Work’s services are now being extended to the Enterprise sector which includes key industries such as Technology and Healthcare where wealth creation will continue to be on the rise. The Institutional Investment Sales Sr. Banker is responsible for generating investments AUMs from institutions that currently bank with Citi Commercial Bank and the Corporate Bank. When companies are looking to diversify their short term investments away from traditional banking accounts, Citi Wealth provides advice and execution. A key strategy for Citi Wealth is to collaborate internally and utilize the resources the bank already has (Citi Commercial Bank, Corporate Bank, Investment Bank). This role requires a high level of organizational skills, influencing skills and experience working with institutions. Understanding of processes is a must since the business is looking to scale and standardize onboarding of new clients. This individual will be responsible for pipeline management, business development and achieving goals. This is a perfect opportunity for someone with a growth mindset and interest in learning and growing within a high-growth team.

Responsibilities

• Working with CCB and Corp Bank to develop and grow pipeline for Institutional Investments
• Work with various Wealth product partners – Citi Investment Management, Investment Counselor, Service, Risk, Compliance to onboard new clients
• Educate Bankers in CCB and Corp Bank to increase awareness about our liquidity management capabilities. Act as internal product expert and develop marketing programs to drive sales.
• Support after sales servicing and reporting for clients
• Manage SACA (Secured Account Control Agreement) process and execution from start to finish where required.
• Responsible together with Investments partners to reach revenue and AUM targets in both Managed Investments as well as Brokerage portion of our business.
• Develop expertise around current and historical market conditions that impact returns for clients. Communicate complex details in a manner that is easily understood and in line with the sophistication level of the client
• Responsible for evaluating client profiles in terms of returns expectation, risk appetite, time horizon, liquidity needs
• Work with extended banking teams to help complete KYC and other due diligence needed when onboarding complex corporate entities.
• Present in internal meetings and conference calls on Investment product features and benefits and launch new product offerings.
• Attend client meetings with CCB and Corp Bankers and participate in presentations and sales pitches as needed.
• 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.

Requirements

• 10+ years of experience
• FINRA Licensed Series 7, 63/ 66
• Prior Treasury, Commercial or Corp Banking experience a plus
• Sales and relationship management skills including a track record of building successful relationships with external clients and internal partners.
• Experience in delivering high quality service to complex and global corporate clients
• Self-starter with creative problem-solving skills.

Nice-to-haves

• Master's degree preferred

Benefits

• medical, dental & vision coverage
• 401(k)
• life, accident, and disability insurance
• wellness programs
• paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays