Associate Banker Lead

7 days ago

London, United Kingdom Citi 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.

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 after-sales follow-up.

Leadership

  • Day-to-day 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.
  • Pro-active 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.

Candidates applying for this role must be aware that it is a Certified Role, subject to the FCA and PRA Certification Regime.

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

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.

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