San Francisco Jobs The Associate Banker SAFE Act LO is an old pro job. Applies inside and out disciplinary information, adding to the advancement of new procedures and the improvement of cycles and work-stream for the area or capability. Incorporates topic and industry skill inside a characterized region.
Expects top to bottom comprehension of how regions on the whole incorporate inside the sub-capability as well as direction and add to the targets of the capability and generally business. Assesses decently perplexing and variable issues with significant likely effect,
where improvement of a methodology/making an of a move includes weighing different other options and adjusting possibly clashing circumstances utilizing various wellsprings of data. Requires great logical abilities to channel, focus on and approve possibly intricate and dynamic material from various sources.
Solid correspondence and strategy abilities are required. Routinely expects to be casual/formal position of authority inside groups. Associated with instructing and preparing of newcomers Significant effect as far as venture size, topography, and
so forth by affecting choices through guidance, counsel or potentially working with administrations to others in area of specialization. Work and execution of all groups in the space are straightforwardly impacted by the presentation of the person.
San Francisco Jobs Qualifications
- 3-7 years of applicable experience
- Related knowledge in abundance the board or other monetary administrations jobs liked
- Capacity to oversee connections both inner and outside
- Capacity to perform multiple tasks
- FINRA SIE, Series 7, Series 66 required (or got in 120 days or less)
- Single guy’s/University degree or comparable experience
San Francisco Jobs Responsibilities
- Join forces with Banker in the formation of deals and showcasing techniques intended to create income development and to secure new objective clients
- Collaborate with Banker on prospecting endeavors prospecting – direct new client/prospect research, produce leads and foster possibilities, organization to recognize references to new clients/prospects, and direction client occasions
- Client/prospect gatherings – Organize the pre-call arranging, sorting out post-meeting notes, and keep up with all client call records including call reports
- Acquaint Citi’s offer with approaching workers at target firms
- Develop associations with firm workers. Source leads and references to create new individual and institutional business
- Influence connections to comprehend client needs and extend Citi’s associations with existing client
- Build and execute promoting efforts around our interesting and custom fitted item contributions
- Work intimately with Investments, Credit, Cash Management, and Financial Planning groups to source amazing open doors, get ready client pitches, and convey Citi’s full set-up of banking and abundance the board answers for our clients
- Offer total assistance backing to client, including tackling complex client requests
- Fittingly evaluate risk when business choices are made, showing specific thought for the company’s standing and shielding Citigroup, its clients and resources, by driving consistence with pertinent regulations, rules and guidelines, complying to Policy, applying sound moral judgment in regards to individual way of behaving, direct and strategic approaches, and heightening, overseeing and detailing control issues with straightforwardness.
San Francisco Jobs Short Details
|Who Can Apply||Males and Females|
|Posting Location||San Francisco|
|Employment Type||Full Time|
|Post Category||US Jobs|