Citi Private Bank

4 days ago

London, United Kingdom Citi Full time

The Associate Banker is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices. Good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Requires attention to detail when making judgments and recommendations based on the analysis of factual information. Typically deals with variable issues with potentially broader business impact. Applies professional judgment when interpreting data and results. Breaks down information in a systematic and communicable manner. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Moderate but direct impact through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams.

**Responsibilities**:

- Provide complete service support to client, including solving complex client inquiries
- Provide day to day support to Banker on documentation such as account opening and closing, loan disbursals, etc.
- Client/prospect meetings - Organize the pre-call planning, organizing post-meeting notes, and maintain all client call records including call reports
- Assist the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients.
- Assist the Banker in deepening the existing client relationship through deep-dive analysis
- Assist the Banker in the creation of sales and marketing strategies designed to generate revenue growth and to acquire new target clients, with a focus on Investments
- Assist the Banker with prospecting - conduct new client/prospect research, generate leads and develop prospects, network to identify referrals to new clients/prospects, and coordinate client events
- Provide accurate and timely revenue tracking and deal pipeline reports and other relevant information to the Banker
- Ensure appropriate documentation related to KYC/ AML from the client and ensure all aspects of client records and documentation are completed and updated

**Qualifications**:

- Relevant experience
- Knowledge of investments is required; banking and credit products desirable
- Ability to manage relationships both internal and external; Ability to multi-task

**Education**:

- Bachelor's/University degree or equivalent experience

Under the guidance provided by the FCA and PRA, firms should have regard to the following when assessing fitness and propriety:
Honesty, integrity and reputation

Financial soundness

Competence and capability

In order to comply with the requirements of the Certification Regime, certain Citi entities must take reasonable care to ensure that an employee does not perform a Certified Role without first being certified as Fit and Proper. For this reason, you will be assessed for this role against the Fit and Proper requirements, as described above. This assessment will be carried out through extensive interviews, self-disclosures, permitted criminal record checks, reference checks, credit checks and other background checks. If hired for this role, you will also be required to complete an annual declaration regarding your Fitness and Propriety.
- **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.

View the "**EEO is the Law**" poster. View the **EEO is the Law Supplement**.

View the **EEO Policy Statement**.

View the **Pay Transparency Posting

  • Associate - Citi Private Funds Group

    5 days ago

    London, United Kingdom Citi Full time

    Citi Private Funds Group is currently seeking to add an Associate to our team in London / New York This role will focus on secondary market advisory, private equity fundraising and LP interest NAV financing. The individual would be primarily originating and executing private market GP-led secondaries, including single-asset and multi-asset continuation...

  • Citi Wealth

    3 days ago

    London, United Kingdom Citi Full time

    The position is for a senior private banker within the Citi Wealth at Work Law Firm Group business based in London, UK. **Responsibilities**: - Actively identify prospects and establish contact with them/convert prospects into clients. - Demonstrate an in-depth understanding of clients’ businesses and sources of wealth generation. - Anticipate events in...

  • Citi Commercial Bank

    4 days ago

    London, United Kingdom Citi Full time

    This new and exciting role is based in London (Canary Wharf) and has come about following Citi’s commitment and investment to support the international growth plans of UK Mid-Market businesses. Citi Commercial Bank UK (CCB UK) was established in 2016 to support UK headquartered Mid-Market businesses with a turnover range of $50m to $2.5bn. The success of...

  • Commercial Bank Relationship Associate

    7 months ago

    London, United Kingdom Citi Full time

    Citi Commercial Bank UK (CCB UK) offers its clients the convenience, a global banking network, thought leadership and global financial capabilities of Citi. We deliver extensive industry knowledge, local expertise and dedicated service support to UK headquartered Mid-Market companies, with a global footprint, and within annual revenue ranging from £50m to...

  • Senior Cloud Security Engineer

    3 weeks ago

    London, Greater London, United Kingdom Citi Full time

    Job Title: Cybersecurity SpecialistCiti, a leading global bank, seeks a highly skilled Cybersecurity Specialist to join its Chief Information Security Office (CISO). As a key member of the Cloud Security team, you will be responsible for ensuring the security of Citi's cloud technologies.This role involves engineering automated security solutions to secure...

  • AI Engineering Manager

    3 weeks ago

    London, Greater London, United Kingdom Citi Full time

    We are seeking an exceptional Ai Engineer Manager to lead our generative AI platform unit at Citi Innovation Lab.In this role, you will be responsible for driving innovative projects throughout the bank, utilizing generative AI and large language models. The successful candidate will have a proven track record of delivering AI products to production and...

  • Head of Citi Spring, Emea

    1 week ago

    London, United Kingdom Citi Full time

    **Job Spec**: Treasury and Trade Solutions (TTS) provides award-winning integrated cash management and trade finance services to multinational corporations, financial institutions and public sector organizations across the world. With the rapid evolution of our clients’ business model to Direct-to-Consumer and the growth of digital commerce, TTS is...

  • Trade and Working Capital Sales Uk

    6 months ago

    London, United Kingdom Citi Full time

    Are you looking for a career move that will put you at the heart of a global financial institution? Then bring your skills in Trade and Working Capital and help us leveraging Citi’s global network and structured trade product offering by working alongside commercial banking partners to expand the trade wallet. By Joining Citi, you will become part of a...

  • Commercial Bank

    6 days ago

    London, United Kingdom Citi Full time

    This new and exciting role has come about following Citi’s ongoing commitment and investment to support the international growth plans of UK Mid-Market businesses. **Citi Commercial Bank UK **(CCB UK) was established in 2016, with a primary objective to support the banking needs of UK headquartered Mid-Market businesses with a turnover range of $50m to...

  • Citi Global Wealth

    1 week ago

    London, United Kingdom Citi Full time

    Citi Global Wealth (CGW) is an integration of Citi Private Bank and the Consumer Wealth organization into a single platform enabling Citi to serve its clients across the wealth spectrum and capitalize on Citi’s industry leading capabilities to support the goal of CGW, which is to be the leading wealth management provider globally. As we embark on this...

  • Commercial Bank Relationship Associate

    7 months ago

    London, United Kingdom Citi Full time

    Citi Commercial Bank UK (CCB UK) offers its clients the convenience, a global banking network, thought leadership and global financial capabilities of Citi. We deliver extensive industry knowledge, local expertise and dedicated service support to UK headquartered Mid-Market companies, with a global footprint, and within annual revenue ranging from £100m to...

  • Commercial Bank Relationship Associate

    7 months ago

    London, United Kingdom Citi Full time

    Citi Commercial Bank UK (CCB UK) offers its clients the convenience of a global banking network, thought leadership and global financial capabilities of Citi. We deliver extensive industry knowledge, local expertise and dedicated service support to UK headquartered high-growth Mid-Market companies, with a global footprint. We are focussed on providing...

  • Investment Banking Professional

    3 weeks ago

    London, Greater London, United Kingdom Citi Full time

    Job Title: Investment Banking AssociateCiti is seeking a highly skilled and motivated Investment Banking Associate to join our Institutional Banking team. As an Investment Banking Associate, you will play a key role in assisting clients in raising funds in the capital markets and providing strategic advisory services for mergers, acquisitions, and other...

  • Global Fraud Head

    7 months ago

    London, United Kingdom Citi Full time

    The Global Fraud Head for "Spring by Citi" is a strategic professional who owns merchant Fraud Management and Chargebacks processes and strategy for Citi's acquiring business. Excellent communication skills required in order to negotiate internally, often at a senior level. Developed communication and diplomacy skills are required in order to guide,...

  • Director of Generative AI

    4 weeks ago

    London, United Kingdom Citi Full time

    Director of Generative AI - Innovation Lab (Hybrid) Are you looking for a career move that will allow you to lead strategic projects from zero to one building a green-field development at scale? Then join Citi Innovation Lab, a leader in creating innovative technology solutions and ground-breaking innovations for Citi's global banking business. Spanning...

  • Global Banking Professional

    3 weeks ago

    London, Greater London, United Kingdom Citi Full time

    Job DescriptionThis is a challenging and rewarding role that requires strong commercial banking experience, excellent communication skills, and a proven track record in relationship management. You will work closely with our clients to understand their banking needs and provide tailored solutions to meet their requirements.ResponsibilitiesThe successful...

  • Commercial Banking Specialist

    3 weeks ago

    London, Greater London, United Kingdom Citi Full time

    About the JobWe are looking for a highly motivated and experienced Commercial Banking Specialist to join our team in the UK. As a key member of our Commercial Banking franchise, you will be responsible for managing client relationships, identifying new business opportunities, and delivering exceptional client service.Key AccountabilitiesThe successful...

  • Citi Global Wealth

    7 months ago

    London, United Kingdom Citi Full time

    Citi Global Wealth (CGW) is a newly created business integrating Citi Private Bank and the Consumer organizations into a single platform enabling Citi to serve its clients across the wealth spectrum and capitalize on Citi’s industry leading capabilities. As we embark on this journey of being the leading wealth management provider, it is important to have a...

  • Director of Generative AI

    4 weeks ago

    London, United Kingdom Citi Full time

    Director of Generative AI - Innovation Lab (Hybrid) Are you looking for a career move that will allow you to lead strategic projects from zero to one building a green-field development at scale? Then join Citi Innovation Lab, a leader in creating innovative technology solutions and ground-breaking innovations for Citi's global banking business. ...

  • Banking - Business Selection Team - Associate/vp

    4 days ago

    London, United Kingdom Citi Full time

    The Banking and Capital Markets Advisory (BCMA) business is organized in sector, product and country franchises. The investment bankers are the primary Citi contact for managing client relationships and are responsible for providing Citi advisory and capital markets services in conjunction with the relevant product areas. The Business Selection team supports...