
Career Expos > Previous Events > Spring '07 > Los Angeles > Citibank
Los Angeles Participating Exhibitors
Citibank
About the Company:
Citigroup, the leading global financial services company, has some 200 million customer accounts and does business in more than 100 countries, providing consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management. Citi's major brand names include: Citibank, CitiFinancial, Primerica, Citi Smith Barney and Banamex. Additional information may be found at www.citigroup.com or www.citi.com .
Job Titles & Descriptions:
1. Financial Advisor Associate
Description:
A Financial Advisor Associate combines personal skills with all the resources of Smith Barney and Citigroup, with the end result of helping clients realize their financial goals. Financial Advisor Associates are provided extensive training to help them build their own business, which includes attracting and servicing relationships with their clients. Financial Advisor Associates are responsible for assessing a client's circumstances and objectives, and based on those, go on to provide individualized, highly strategic investment consulting. They have access to a full range of wealth building, managing and preserving services throughout the Firm, including mutual funds, stocks, bonds, IRAs, credit & lending, insurance, estate planning and many other services that they will offer to their client base and the investing public.
Responsibility:
• Develop and cultivate your own client base/Prospect and service clients business.
• Analyze investment opportunities and client needs, and recommend appropriate solutions.
• Build client relationships based upon developing solutions to their financial goals through the use of financial planning and wealth management.
• Market and sell appropriate investment products, financial and wealth management services/products to clients.
• Prepare and deliver presentations/seminars to clients and prospects.
• Attend Financial Advisor meetings and continuing education sessions to stay current about products, services and policies.
• Comply with all industry rules and regulations.
Minimum Qualifications
• Track record of successful work experience for a period of three to five years.
• Ability to acquire; Series 7 and 63 registration, and additional licensing needed to assist in building a career as a Financial Advisor.
• Ability to communicate effectively with co-workers and clients.
• Excellent written and oral communication skills.
• A bachelor's degree is preferred with five years of business experience and proven success in a previous career.
If interested in this great opportunity, please apply through the following link: www.identifythebest.com/smithbarneyws .
2. Relationship Manager: Req # 07009368
Manage sales and business relationships for a specific portfolio of business banking clients of up to 5 million in annual revenue. Proactively source and expand business banking customer relationships through referral opportunities and ensure customer retention.
3. Business Banker: Req # 06038636
Proactively source and expand business banking customer relationships by maximizing Financial Center-based sales opportunities and ensuring customer retention. Probe within customer base for needs and opportunities to cross-sell to other business segments.
4. Financial Center Manager: Req # 07005403 or 07000838
The primary objective is to hire, develop, coach and mentor a high-performing team capable of meeting the needs of all client segments in the Financial Center. The Financial Center Manager is responsible for the bottom line growth of the Financial Center in addition to the management and control of expense activities.
5. Bank at Work Relationship Manager: Req # 07005506
Expanding the reach of the Financial Center via outbound sales to proactively source, acquire customer accounts, and deepen existing relationships. Proactively probe for needs and opportunities to cross-sell to other business segments. Implement and execute against opportunities for Citibank @ Work. Work closely with Financial Centers to coordinate and schedule Citibank @ work on-site programs and deliver against the 12 month sales plan. Fully integrate all channels to leverage cross-sell focused on Citibusiness.
6. Portfolio Officer: Req # 06049304
An integral part of portfolio/service group, responsible for performing financial and credit analysis of borrowers with annual revenues up to $5MM. Analyze credit requests ranging from $250M to $1MM from existing/new borrower to Citibank that may involve complex structures under appeal from sales team or client.
7. Controller: Req # 07008278
Senior financial position in the Los Angeles Regions responsible for the analysis, interpretation and reporting of financial and performance measures.
