Investment Banker Job at Citi (New York)

Associate Banker

The Associate Banker 2 is a developing professional role. Applies specialty area...

Location

United Arab Emirates , Dubai

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

0-2 years relevant experience
Knowledge of investments is required
banking and credit products desirable
Ability to manage relationships both internal and external
Ability to multi-task
AMFI, NSFI certifications preferred
Bachelor's/University degree or equivalent experience

Job Responsibility

Assist the Banker in the creation of sales and marketing strategies designed to generate revenue growth and to acquire new target clients, with a focus on Investments
Assist the Banker with prospecting - conduct new client/prospect research, generate leads and develop prospects, network to identify referrals to new clients/prospects, and coordinate client events
Assist the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients
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
Provide day to day support to Banker on documentation such as account opening and closing, loan disbursals, etc
Provide complete service support to client, including solving complex client inquiries
Ensure appropriate documentation related to KYC/ AML from the client and ensure all aspects of client records and documentation are completed and updated
Appropriately assess risk when business decisions are made

Fulltime

Citigold Relationship Banker

The Citigold Client Advisor is a trusted partner to emerging affluent and high-n...

Location

Singapore , Singapore

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

6+ years of experience in wealth management or a related field, serving affluent and high-net-worth clients in Singapore
Strong local market knowledge and experience advising clients with wealth, retirement and legacy planning needs
Demonstrated success in business development, client acquisition, and relationship deepening
Robust understanding of investment products, wealth strategies, and financial planning tools
Excellent interpersonal, analytical, and communication skills
Ability to work both independently and as part of a collaborative team
Mandatory certifications required for advising on financial products in Singapore
Willingness to travel locally for client engagement when necessary

Job Responsibility

Design and implement tailored financial strategies that include investment management, retirement planning, legacy and estate planning, tax optimization, and risk mitigation
Cultivate deep, long-term relationships with emerging affluent and high-net-worth individuals
Serve as their primary advisor by understanding life goals, financial needs, and generational aspirations
Drive portfolio expansion through proactive prospecting, referrals, and leveraging Citi’s global platform
Conduct regular reviews to ensure client strategies evolve with changing needs
Partner with internal specialists to deliver integrated, end-to-end financial solutions
Stay current with market trends, investment opportunities, and regulatory changes
Translate insights into actionable advice that supports clients’ wealth goals
Organize exclusive client events to enhance engagement and deliver valuable market perspectives
Ensure full compliance with KYC/AML, regulatory, and internal policies

What we offer

Extensive on-the-job training and exposure to senior leaders
Volunteerism opportunities
Global network support

Fulltime

Citigold Relationship Banker

The Citigold Relationship Banker is a developing professional role that applies ...

Location

Mexico , Monterrey

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Bachelor's/University degree or equivalent experience
0-2 years relevant experience
ability to manage relationships both internal and external
ability to prioritize
mandatory certifications as required for selling financial products
Licenciatura Económico-Administrativo concluida
experiencia como Becarios, Servicio Social o Practicas Profesionales
conocimiento en Inversiones, Mercado Financiero, Derivados
certificación AMIB Figura 3 (deseable)
habilidades: Trabajo en Equipo, Comunicación Efectiva, Capacidad Analítica, Resolución de Problemas y Atención a Cliente

Job Responsibility

Review CG customer needs and asset allocation, pro-actively engage with the customer to validate the understanding of the needs
advise CG customers to enrich the relationships by mobilizing additional funds and sell other fee-based products or services based on the current and future customer needs
review product penetration for the assigned client base, identify potential CG customers who can be sold tailored products to enhance product penetration
ensure coverage of all relationships through customer engagements, risk profiling and financial planning
organize CG customer events to enhance customer bonding
acquire new CitiGold customers through converting referral leads
ensure that KYC/AML and other compliance norms are strictly adhered to
fulfill the clients’ necessities while providing an exceptional client experience
appropriately assess risk when business decisions are made by demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets
brindar apoyo al banquero patrimonial en la gestión y atención del cliente de alto valor

Fulltime

Private Banker

Private Banker role within Citi Wealth at Work's Law Firm Group, serving as the ...

Location

United Kingdom , London

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

A good track record of experience in a similar role
Apply an in-depth level of knowledge in key investment and financing products
Extensive and proven experience in Private Banking having covered the HNW/UHNW market
Extensive experience in working with and/or leading client teams and transactions
Demonstrated track record in relationship management and investments
Investment Advisory Diploma
Must pass Fit and Proper assessment including honesty, integrity and reputation, financial soundness, competence and capability

Job Responsibility

Actively identify investment prospects within existing book of business and convert prospects into clients
Serve as trusted advisor to clients seeking strategic advice regarding financial matters
Effectively manage client expectations regarding what can and cannot be executed
Maintain full understanding of client goals and risk tolerance to ensure financial strategies are appropriate
Bring together product experts to develop long-term solutions to strengthen relationships with firms
Help clients achieve broad financial/investment goals related to creation and management of wealth
Develop tailored solutions addressing clients' investment, risk management, and financing/liquidity needs
Plan and prioritize daily, weekly, and monthly activities to maximize revenue growth and client satisfaction
Build relationships/partner with support groups in Citi Wealth at Work to maintain control, find solutions and resolve issues
Ensure clients are presented with seamless execution of internal processes and Citigroup services

Fulltime

Private Banker

Citi Private Bank is dedicated to serving the wealthiest individuals and their f...

Location

Singapore , Singapore

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

6 - 10 years (or more) of experience
Extensive and proven experience in Private Banking having covered the UHNW market
Extensive experience in working with and/or leading client teams and transactions
Demonstrated track record in relationship selling
Bachelor's/University degree

Job Responsibility

Actively identify prospects and establish contact with them/convert prospects into clients
Demonstrate an in-depth understanding of clients’ businesses and sources of wealth generation
Anticipate events in a client’s life and business which have significant financial implications
Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters
Build relationships with client families that cross generations to establish long-term connections to the Citi Private Bank
Effectively manage client expectations regarding what can and cannot be executed on their behalf
Bring together the product experts to develop long-term solutions to strengthen relationships with the firm
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
Establish a referral network and gain introductions to potential clients which generate new sales

What we offer

Programs and services for physical and mental well-being including access to telehealth options, health advocates, confidential counseling
Expanded Paid Parental Leave Policy
Learning and development resources to help broaden and deepen skills and knowledge
Programs that help employees balance their work and life, including generous paid time off packages

Fulltime

Private Banker

Join us as a Private Banker, where you will take full ownership of ultra-high-ne...

Location

United Kingdom , Glasgow

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

Proven success in managing and advising ultra-high-net-worth clients, with a strong track record of deepening client relationships and growing AUM
Ability to drive business growth through acquiring and developing new high-net worth client relationships
RDR Level 4 qualified, including Securities and Derivatives, with strong technical understanding of investment and credit products
Demonstrated ability to structure and deliver complex solutions across investments, lending, and wealth planning
Experience in identifying, monitoring, and managing risk across a sophisticated client portfolio
Strong commercial acumen and understanding of global markets, portfolio construction, and regulatory frameworks

Job Responsibility

Management of client relationships to identify the clients financial goals, challenges, and risk tolerance to support the analysis of data obtained from various sources, including the investment portfolio and cash flow, to identify trends, insights, areas for improvement and additional services to support client needs
Research and understanding of the client's industry trends, regulatory landscape, and competitive environment to inform strategic recommendations
Design of customised solutions that address the client's specific needs and objectives, incorporating a range of products and services from the bank's portfolio
Communication of the value proposition of proposed solutions, justification of recommendations, and negotiation of terms that are beneficial for both the client and the bank
Provision of guidance to clients to support their financial decisions, offering expert investment advice, risk management and wealth management strategies support, and updates on market trends to ensure a positive and continuous relationship
Assessment of financial, legal, and operational risks associated with client relationships, and implementation of measures to minimise potential losses
Documentation of all client interactions, transactions, and agreements to ensure transparency and auditability, and communicate findings effectively to support product development, service offerings, and the overall bank strategy
Monitoring of client satisfaction, revenue generated, and other relevant metrics to evaluate the effectiveness of relationship management efforts

What we offer

Working flexibly
Hybrid working
Structured approach to hybrid working
Supportive and inclusive culture and environment
Commitment to providing a supportive and inclusive culture

Fulltime

Private Banker

Citi Private Bank is looking for a high-caliber Private Banker to serve UHNW cli...

Location

Singapore , Singapore

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Extensive and proven experience in Private Banking having covered the UHNW market
Extensive experience in working with and/or leading client teams and transactions
Demonstrated track record in relationship selling
Bachelor's/University degree
6 - 10 years (or more) of experience

Job Responsibility

Actively identify prospects and establish contact with them/convert prospects into clients
Demonstrate an in-depth understanding of clients’ businesses and sources of wealth generation
Anticipate events in a client’s life and business which have significant financial implications
Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters
Build relationships with client families that cross generations to establish long-term connections to the Citi Private Bank
Effectively manage client expectations regarding what can and cannot be executed on their behalf
Bring together the product experts to develop long-term solutions to strengthen relationships with the firm
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
Establish a referral network and gain introductions to potential clients which generate new sales

What we offer

Programs for physical and mental well-being, including telehealth options and confidential counseling
Expanded Paid Parental Leave Policy
Access to learning and development resources
Generous paid time off packages

Fulltime

Private Banker - Saudi - Managing Director

Citi Private Bank is a trusted advisor to the world’s wealthiest, most influenti...

Location

Switzerland , Geneva

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Proven experience in UHNW Private Banking or the institutional/corporate banking market, specifically covering the Saudi market
Demonstrated track record in relationship acquisition
Proven success in building a new business, prospecting for new clients and business, identifying new business opportunities and closing transactions
Extensive experience in selling new products, based on client needs
Experience in working on teams and influencing diverse resources and stakeholders
Fluent English (written and spoken) is essential for this role
Arabic language skills are also preferred
Excellent relationship building skills
Thrives in a business development environment
Strong knowledge of investment products, good macro understanding would be important skill to have

Job Responsibility

Build Client Relationships - Demonstrates an in-depth understanding of clients' businesses and sources of wealth generation as well as serve as a trusted advisor to the Private Banks clients
Develop Client Solutions - Develop tailored solutions that address clients' unique investment, risk management, and financing/liquidity needs
Execute and Drive Results - Set challenging goals, regularly monitoring progress and making adjustments to achieve objectives
Teamwork - Help team members to acquire the experience necessary to establish credibility with clients and intermediaries
Build & Maintain Relationships with Business Partners, Colleagues and Staff - Develop strong relationships and partners with support functions across the Private Bank to maintain control, find solutions and resolve issues
Promote Integrity and Trust - Understand and communicate the risk involved with various investment strategies

Fulltime

Investment Banker

Citi

Location:
United States , New York

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
February 17, 2026

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