Wealth Management Associate

3 weeks ago

London, Greater London, United Kingdom CitiGroup Full time

The Client Relationship Associate plays a crucial role in delivering exceptional service to clients in collaboration with Private Bankers focused on Ultra High Net Worth Individuals (UHNWI).

This position presents substantial opportunities for professional development, enhancing skills in managing UHNW clients while acquiring in-depth knowledge of financial products, services, and regulatory frameworks.

Joining this dynamic team offers a unique chance to learn from seasoned bankers and contribute to a leading global financial institution.

Citi Private Bank, recognized as one of the largest private banking entities worldwide, offers professional wealth management services to a diverse clientele, including a significant portion of the world's billionaires, across numerous global offices.

With unmatched international reach, Citi Private Bank provides a comprehensive suite of portfolio management, investment advisory services, structured lending, and banking solutions, backed by expertise from Citi's Markets and Banking division.

The bank is committed to assisting clients in achieving their financial aspirations, serving as a trusted partner and advisor. Our experienced professionals cater to the needs of affluent families, individuals, and entrepreneurs.

Key Responsibilities
  1. Deliver outstanding client experiences by thoroughly understanding their challenges and providing innovative solutions.
  2. Collaborate with Private Bankers to maintain close client relationships and develop a comprehensive understanding of their needs.
  3. Assist in implementing specific account strategies, proposing solutions, and negotiating standard transactions.
  4. Support Private Bankers in prospecting efforts and enhancing existing client relationships.
  5. Provide sales assistance to Private Bankers and work alongside product specialists and transaction support teams to execute client decisions and ensure effective follow-up.
  6. Coordinate with On-Boarding and Client Services teams to facilitate account openings, transactions, cash management, and investments, ensuring all required documentation is completed.
Compliance & Processing Assurance
  1. Ensure adherence to all legal and regulatory standards.
  2. Evaluate risks when making business decisions and servicing clients, escalating and managing any risk or control issues as necessary.
  3. Uphold the highest standards of confidentiality and trustworthiness when handling sensitive client information.
  4. Identify opportunities to streamline internal processes for improved efficiency.
  5. Stay informed and adapt to changes in business processes and policies.
Knowledge & Experience
  1. Demonstrated experience in a Private Banker support role.
  2. Experience in a front office environment with direct client interaction.
  3. Extensive knowledge of all CPB banking systems, platforms, and capabilities.
Skills
  1. Strong analytical and communication skills, both written and verbal.
  2. Proactive and driven, with the ability to identify and resolve issues.
  3. Ability to perform under pressure and adapt to changing circumstances.
  4. Capability to challenge the status quo and continuously improve processes within the area of responsibility.
  5. Meticulous attention to detail and accuracy.
Qualifications
  1. A recognized background in banking, particularly in front office, investments, and transaction management.
  2. A solid understanding of processing within a complex systems environment.
  3. A Bachelor’s degree is required; a Master’s degree is preferred.

Applicants for this role should be aware that it is a Certified Role, subject to regulatory certification requirements.

Citi is an equal opportunity and affirmative action employer, and qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

Citi encourages all qualified interested applicants to explore career opportunities within the organization.

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