Associate Banker
4 weeks ago
The Associate Banker will provide excellent client service in partnership with the Private Bankers to Ultra High Net Worth Individuals (UHNWI). The role offers significant growth opportunities, enhancing expertise in managing UHNW clients, while gaining advanced knowledge in financial products and services and regulatory requirements.
Citi Private Bank, one of the largest private banking businesses in the world, provides professional wealth management services for 26,000 clients globally, including a third of the world’s billionaires, operating in 60 offices in more than 30 countries.
Citi Private Bank offers unmatched global reach, coupled with a full range of portfolio management and investment advisory services, an array of structured lending and banking services, as well as expertise from Citi's Markets and Banking division.
Citi Private Bank is dedicated to helping clients meet their financial needs and goals. We serve them as a true financial partner and trusted advisor. Our experienced professionals serve the needs of wealthy families, individuals, and entrepreneurs.
Exceed client expectations by thoroughly understanding their problems and providing creative solutions.
# Partner with Private Bankers and maintain close contact with clients to develop comprehensive understanding of client needs.
# Assist in executing specific account strategies, proposing solutions and negotiating standard transactions.
# Support the Private Bankers with prospecting activities and deepening of existing client relationships.
# Provide sales support to the Private Bankers and work closely with product specialists and transaction support teams to implement client decisions and ensure effective after-sales follow-up.
# Work with On-Boarding and Client Services teams to facilitate account opening, transactions, cash management, investments and liaise with clients to ensure the completion of required documentation.
Ensure compliance with all legal and regulatory requirements.
# Appropriately assess risk when making business decisions and servicing clients, escalating, managing and reporting any risk or control issues.
# Monitor and adapt to changes in business processes and policies.
Proven experience working in a Private Banker support role.
# Proven experience in a front office environment dealing directly with clients.
# Demonstrates extensive knowledge of all CPB banking systems, platforms and capabilities.
A professionally recognized banking based background in front office, investments and transaction management.
# Bachelor/University degree, Master degree preferred.
Financial soundness.
# This assessment will be carried out through extensive interviews, self-disclosures, permitted criminal record checks, regulated reference checks, credit checks and other background screening checks.
Job Family Group: Private Client Coverage
Job Family: Private Banker Support
Time Type: Full time
Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi .
View the EEO Policy Statement .
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