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The Product Sales Intermediate Officer SAFE Act 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 understanding of industry standards and practices. Good understanding of how the team and area integrate with others in accomplishing the objectives. Applies analytical thinking and knowledge of data analysis tools and methodologies. Requires attention to detail when making judgments and recommendations based on the analysis of factual information. Reviews and analyzes a client’s financial condition, rendering advice and making recommendations to help achieve a client’s financial goals. Anticipates and plans for a client's changing financial needs, while adhering to the professional and ethical standards set forth by Citi, FINRA, and other regulatory bodies.Responsibilities:Build relationships with new Citi Priority and CitiGold clients with the goal of bringing in new assets.
Develop relationships with existing clients in PWM and our retail bank through the use of financial planning and excellent discovery and profiling skills
Respond to referrals and introductions generated through business partners and recommend the best offering to clients based on client profiling and suitability assessments
Make securities recommendations and provide investment advice to clients through a select number of solutions using firm models & research.
Demonstrate to clients and prospects the value of Citi Personal Wealth Management, resulting in asset accumulation, deepening wallet share, while growing revenue and improving retention
Manage client follow-up and adhere to all Regulatory and Compliance operating procedures
Qualifications:2-5 years previous banking experience preferred
Consistently demonstrates clear and concise written and verbal communication skills
Demonstrated ability to motivate and influence others.
Attention to detail and excellent time management skills, with a goal of implementing a defined process
Working knowledge of related industry practices and standards
PC proficiency, including WORD, EXCEL, PowerPoint and applicable internal systems.
Securities Industry Essentials – SIE - Active Series 7, 66 (or 63 and 65) licenses
Group 1 Insurance license
Required 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 engaging in mortgage loan originator activities, to maintain and renew that
Education:Bachelor’s/University degree or equivalent experience
Job Family Group:Consumer SalesJob Family:Consumer Product SalesTime Type:Full timeCiti is an equal opportunity and affirmative action employer.Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. 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 (https://www.citigroup.com/citi/accessibility/application-accessibility.htm) .View the "EEO is the Law (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/eeopost.pdf) " poster. View the EEO is the Law Supplement (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/OFCCPEEOSupplementFinalJRFQA508c.pdf) .View the EEO Policy Statement (http://citi.com/citi/diversity/assets/pdf/eeoaapolicy.pdf) .View the Pay Transparency Posting (https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp%20EnglishformattedESQA508c.pdf)Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
Vacancy expired!