Client Relationship Associate

3 weeks ago

London, Greater London, United Kingdom CitiGroup Full time

The Client Relationship Associate will deliver exceptional service to clients in collaboration with Private Bankers, focusing on Ultra High Net Worth Individuals (UHNWI).

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

Joining our dynamic team provides a unique chance to learn from seasoned and successful bankers.

Citi Private Bank, a leading private banking institution globally, offers professional wealth management services to a diverse clientele, including a significant portion of the world's billionaires, operating in numerous offices across various countries.

We provide unparalleled global reach, combined with a comprehensive suite of portfolio management and investment advisory services, structured lending, and banking solutions, along with expertise from Citi's Markets and Banking division.

Citi Private Bank is committed to assisting clients in achieving their financial objectives and needs, serving as a genuine financial partner and trusted advisor. Our experienced professionals cater to the requirements of affluent families, individuals, and entrepreneurs.

Key Responsibilities
  1. Deliver an outstanding client experience by thoroughly understanding their needs and providing innovative solutions.
  2. Collaborate with Private Bankers to maintain close relationships with clients, developing a comprehensive understanding of their requirements.
  3. Assist in executing 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 closely with product specialists and transaction support teams to implement 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 completion of necessary documentation.
Compliance & Processing Assurance
  1. Ensure adherence to all legal and regulatory standards.
  2. Evaluate risks in business decisions and client servicing, escalating and managing any risk or control issues appropriately.
  3. Uphold the highest standards of confidentiality and trustworthiness when handling sensitive client information.
  4. Identify opportunities to streamline internal processes for enhanced efficiency.
  5. Stay informed and adapt to changes in business processes and policies.
Knowledge and Experience
  1. Demonstrated experience in a support role for Private Banking.
  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. Capacity to work under pressure and adapt to change and ambiguity.
  4. Able to challenge the status quo and continuously improve processes within one's area of responsibility.
  5. Meticulous attention to detail and accuracy.
Qualifications
  1. A recognized professional 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; a Master’s degree is preferred.

Candidates should be aware that this role is subject to regulatory certification requirements.

This position is part of the Individual Accountability Regime, which mandates that employees in specified significant harm functions be assessed as fit and proper for their roles.

In assessing fitness and propriety, the following criteria are considered:

  1. Honesty, integrity, and reputation.
  2. Financial soundness.
  3. Competence and capability.

To comply with certification requirements, Citi entities must ensure that employees do not perform certified roles without being certified as fit and proper.

This assessment includes extensive interviews, self-disclosures, background checks, and other screening processes.

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 race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

Citi encourages all qualified interested applicants to apply for career opportunities. If you require reasonable accommodation to use our search tools or apply for a career opportunity, please review Accessibility at Citi.

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

View the EEO Policy Statement.

View the Pay Transparency Posting.

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