CrawlJobs Logo
Citi Logo Citi · Finance

Investment Banker

United States, New York 250000.00 - 275000.00 USD / Year · Job Posted February 17, 2026
Apply Position
Job Link Share

Job Description

The Banker is a senior level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team. The VP Banker also serves as an intermediary in trading for clients. The overall objective of this role is to act as a strategic advisor to our clients by formulating investment strategies and raising capital for clients.

Job Responsibility

  • Assume significant levels of responsibility for the various phases of project and transaction execution, new business development and overall growth of the firm
  • Work closely with clients on financing transactions and guide them through the capital raising process, including leading due diligence and drafting sessions and preparing them for an equity or debt offering
  • Work with clients, senior-level team members and outside professional advisors on M&A and special situation transactions
  • Responsible for drafting situation analyses, pitch materials, information memoranda, investor and management presentations and oversee work being performed by analysts & associates assigned to projects

Requirements

  • 6-10 years of experience
  • Experience in the Financial Services industry, specifically within Banking
  • Degree in Finance or closely related areas of Business Administration
  • MBA or Master's Degree in Business preferred
  • Comprehensive knowledge of the corporate banking business and its related products, pertinent regulations and lending and credit approval processes
  • Consistently demonstrates clear and concise written and verbal communication skills
  • Experience with large corporate clients, capital markets products, derivatives, credit, cash management, trade, finance and securities products
  • Series 79 and 63 within 90 days of joining

What we offer

  • 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
Citi - All Job Offers

Looking for more opportunities?

Search for other job offers that match your skills and interests.

Suggested Tags: Frontend Developer Secretary Talent Manager Salesforce Administrator Data Analyst
Similar Jobs for

Investment Banker

8 matching positions

Associate Banker

The Associate Banker 2 is a developing professional role. Applies specialty area...
Location
Location
United Arab Emirates , Dubai
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
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
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
Read More
Arrow Right

Citigold Relationship Banker

The Citigold Client Advisor is a trusted partner to emerging affluent and high-n...
Location
Location
Singapore , Singapore
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
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
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
What we offer
  • Extensive on-the-job training and exposure to senior leaders
  • Volunteerism opportunities
  • Global network support
  • Fulltime
Read More
Arrow Right

Citigold Relationship Banker

The Citigold Relationship Banker is a developing professional role that applies ...
Location
Location
Mexico , Monterrey
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
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
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
Read More
Arrow Right

Private Banker

Private Banker role within Citi Wealth at Work's Law Firm Group, serving as the ...
Location
Location
United Kingdom , London
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
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
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
Read More
Arrow Right

Private Banker

Join us as a Private Banker, where you will take full ownership of ultra-high-ne...
Location
Location
United Kingdom , Glasgow
Salary
Salary:
Not provided
barclays.co.uk Logo
Barclays
Expiration Date
Until further notice
Flip Icon
Requirements
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
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
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
Read More
Arrow Right

Private Banker - Saudi - Managing Director

Citi Private Bank is a trusted advisor to the world’s wealthiest, most influenti...
Location
Location
Switzerland , Geneva
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
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
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
Read More
Arrow Right
New

Managing Director, Investment Counselor Team Lead

Location
Location
United States , San Francisco; Los Angeles
Salary
Salary:
250000.00 - 500000.00 USD / Year
https://www.citi.com/ Logo
Citi
Expiration Date
June 05, 2026
Flip Icon
Requirements
Requirements
  • 10+ years of experience
  • Robust experience in providing investment advice and solutions as well as managerial experience
  • Bachelor's degree
  • Prior managed investment experience with a strong ability to explain and implement asset allocation and individual asset classes
  • US Only: S7, S66 (or 63 & 65) & S3
  • Bachelor's/University degree, Master's degree preferred
Job Responsibility
Job Responsibility
  • Lead produce growth in investment revenue and AUMs with Ultra High Net Worth clients
  • Experienced in constructing and overseeing investment portfolios as well as in delivering advice and guidance on markets and actionable investment ideas
  • Credibility to cultivate trusting, productive relationships with key partners throughout CPB and the wider Citi
  • Entrepreneurial and capable of bringing in new clients/investment management mandates to the bank
  • They will have an exceptional understanding of, and ability to communicate, the full range of investment themes, products and services Citi Private Bank offers to clients
  • Candidates for this position will be able to instill collaborative and team-oriented behavior, and to leverage a wide array of product and other specialists, as well as other divisions within Citigroup, to broaden investment relationships and add the most value to clients
  • Understand how to align products and other investment solutions with asset allocation targets, risk management parameters and client goals
  • The candidate must have a strong ability to coach experienced ICs and colleagues in the best ways to apply products to serve clients
  • For those clients covered directly by the candidate, function as the primary client contact and trusted investment advisor for clients
  • Implement a strategic advisory approach to account planning, focusing on the investment relationship in partnership with the Banker
What we offer
What we offer
  • medical, dental & vision coverage
  • 401(k)
  • life, accident, and disability insurance
  • wellness programs
  • planned time off (vacation)
  • unplanned time off (sick leave)
  • paid holidays
  • Fulltime
!
Read More
Arrow Right

Investment Counselor

Investment Counselor role covering the Israel Market, working closely with Priva...
Location
Location
United Kingdom , London
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Postgraduate Degree Educated or equivalent preferred
  • CFA or equivalent registration preferred
  • Complete relevant regulatory qualifications
  • Experience of the financial industry, preferably in a trading or advisory role
  • Investment, banking and either portfolio management or trading experience
  • Excellent relationship building skills
  • Ability to cope with ambiguity & change
  • Ability to challenge status quo and continuously optimize processes
  • Ability to communicate effectively with co-workers and clients
  • Successful team player with ability to work individually under stress
Job Responsibility
Job Responsibility
  • Advise clients on portfolios, asset allocation, capital markets solutions, money markets, and alternatives
  • Act as primary conduit to Citi Private Bank's global investment product platform
  • Collaborate with Private Bankers to provide investment services to ultra-high net worth clients and family offices
  • Deliver agreed sales goals within CPB business strategy
  • Engage and advise clients on brokerage activity and execute trades
  • Assess risk when business decisions are made
  • Drive compliance with applicable laws, rules and regulations
What we offer
What we offer
  • Career growth opportunities
  • Exposure to all areas of Citi Private Bank and Global Wealth Management business
  • Opportunity to develop into senior producer, team leader, or banking positions
  • Global benefits supporting well-being, growth and work-life balance
  • Fulltime
Read More
Arrow Right