Financial Development Specialist
hace 2 meses
Company Overview: Citi is a leading global bank with a long history of innovation and customer service.
About the Role: We are seeking a highly motivated Financial Development Specialist to join our team in $90,000 - $120,000 per year salary range. As a key member of our Private Client Coverage group, you will be responsible for developing and maintaining relationships with high net worth clients.
Job Description:
The ideal candidate will have 2-5 years of experience in financial services, with a strong understanding of client needs and preferences. You will be expected to review client asset allocation, provide investment advice, and ensure compliance with regulatory requirements. Additionally, you will be responsible for organizing client events and managing risk profiles.
Required Skills and Qualifications:
- Excellent communication and interpersonal skills
- Ability to analyze complex financial data and make informed recommendations
- Mandatory certifications as required for selling financial products
- Bachelor's/University degree or equivalent experience
Benefits: Citi offers a comprehensive benefits package, including health insurance, retirement savings plan, and paid time off.
Others: Citi is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating an inclusive work environment that values diversity and promotes opportunities for growth and development.
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