Associate Banker Lead

2 months ago

London, Greater London, United Kingdom Citigroup Full time

The Associate Banker will provide excellent client service in partnership with the Private Bankers to Ultra High Net Worth Individuals (UHNWI), leveraging a strong investment and product experience, transaction management and ensuring compliance with all aspects of reporting and regulatory requirements.

The role is also responsible for the day-to-day leadership of the Associate Banker team, working closely with the Business Manager to ensure the team's capabilities, development, and overall performance meet the highest standards and comply with internal policies and processes.

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.
Key Responsibilities
Provide excellent client experience

  • Exceed client expectations by thoroughly understanding their problems and providing creative solutions.
  • Support the Private Bankers with prospecting and deepening of existing client activities 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 by working closely with clients and product specialists, transaction support, On-Boarding and Client Services teams to implement client decisions and ensure effective aftersales followup.
Leadership

  • Daytoday leadership of the Associate Banker team, providing guidance, tailoring development plans and ensuring strict adherence with compliance requirements, policies and processes.
  • Manage administrative HR processes, including performance reviews and recruitment.
  • Work in close cooperation with the Business Manager.
  • Lead by example and foster a collaborative and inclusive team environment.
Secure Compliance & Processing

  • 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.
  • Maintain highest standards of confidentiality and trustworthiness in handling sensitive client information.
  • Identify ways to streamline internal processes for greater efficiency.
  • Monitor and adapt to changes in business processes and policies.

Knowledge/Experience:

  • Proven experience in private banking support roles and in dealing directly with clients
  • Extensive knowledge of all CPB banking systems, platforms and capabilities
  • Demonstrated leadership experience in managing teams and driving performance

Skills:

  • Dedicated and highly adaptable with strong analytical and communication (written and verbal) skills
  • Ability to build effective working relationships with clients and across hierarchal levels and functions
  • Proactive and driven with strong attention to detail and accuracy
  • Problem solving and adaptability skills
  • Ability to work under pressure, challenge status quo and continuously optimize processes and tasks within own area of responsibility

Qualifications:

  • A professionally recognized banking based background in front office, investments and transaction management
  • A sound understanding of processing within a complex systems environment
  • Bachelor/University degree, Master degree preferred

Job Family Group:
Private Client Coverage

Job Family:
Private Banker Support

Time Type:
Full time

Citi is an equal opportunity and affirmative action employer.

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 ) .
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