Client Relationship Associate

3 weeks ago

London, Greater London, United Kingdom CitiGroup Full time

Position Overview:
The Client Relationship Associate plays a pivotal role in delivering exceptional service to Ultra High Net Worth Individuals (UHNWI) in collaboration with Private Bankers.

Growth Opportunities:
This position offers substantial career advancement potential, enhancing your skills in managing UHNW clients while acquiring in-depth knowledge of financial products, services, and regulatory frameworks.

About Citi Private Bank:
Citi Private Bank is among the leading private banking institutions globally, serving 26,000 clients, including a significant portion of the world's billionaires, across 60 offices in over 30 countries.

Comprehensive Services:
We provide unparalleled global access, offering a full suite of portfolio management, investment advisory services, structured lending, and banking solutions, supported by expertise from Citi's Markets and Banking division.

Client-Centric Approach:
Our commitment is to assist clients in achieving their financial aspirations, acting as a reliable financial partner and trusted advisor. Our seasoned professionals cater to the needs of affluent families, individuals, and entrepreneurs.

Key Responsibilities:
# Surpass client expectations by thoroughly understanding their challenges and delivering innovative solutions.
# Collaborate with Private Bankers to maintain close client relationships and develop a comprehensive understanding of their needs.
# Assist in executing tailored account strategies, proposing solutions, and negotiating standard transactions.
# Support Private Bankers in prospecting and deepening existing client relationships.
# Provide sales assistance to Private Bankers and work alongside product specialists and transaction support teams to implement client decisions and ensure effective follow-up.
# Coordinate with On-Boarding and Client Services teams to facilitate account openings, transactions, cash management, and investments, ensuring all required documentation is completed.

Compliance and Risk Management:
Ensure adherence to all legal and regulatory standards.
# Appropriately evaluate risk when making business decisions and servicing clients, escalating and managing any risk or control issues.
# Stay informed and adapt to changes in business processes and policies.

Qualifications:
Proven experience in a Private Banker support role, with a background in front office client interactions.
# Extensive knowledge of all CPB banking systems, platforms, and capabilities is essential.
# A recognized banking background in front office, investments, and transaction management is preferred.
# A Bachelor’s degree is required, with a Master’s degree being advantageous.

Financial Integrity:
This will be assessed through comprehensive interviews, self-disclosures, permitted criminal record checks, regulated reference checks, credit checks, and other background screenings.

Job Family Group:
Private Client Coverage

Job Family:
Private Banker Support

Time Type:
Full time

We are committed to providing equal employment opportunities without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

CitiGroup encourages all qualified applicants to explore career opportunities.

If you require assistance due to a disability, please review our Accessibility options.

For more information, please refer to our EEO Policy Statement.

  • Client Relationship Associate

    3 weeks ago

    London, Greater London, United Kingdom CitiGroup Full time

    Position Overview:The Client Relationship Associate will deliver exceptional service to clients in collaboration with Private Bankers focused on Ultra High Net Worth Individuals (UHNWI). Growth Opportunities:This role presents substantial opportunities for professional development, enhancing skills in managing UHNW clients while acquiring in-depth knowledge...

  • Client Relationship Management Associate

    3 weeks ago

    London, Greater London, United Kingdom GCM Grosvenor Full time

    POSITION OVERVIEWThe Client Relationship Management Associate is essential in providing support to current clients while also aiding in initiatives to attract new business opportunities. This role involves close collaboration with the Business Development team to engage with clients and identify potential new business prospects, all while ensuring the timely...

  • Client Relationship Associate

    3 weeks ago

    London, Greater London, United Kingdom CitiGroup Full time

    Position Overview:The Client Relationship Associate plays a pivotal role in delivering exceptional service to Ultra High Net Worth Individuals (UHNWI) in collaboration with Private Bankers. Growth Opportunities:This position offers substantial career advancement potential, enhancing your skills in managing UHNW clients while acquiring in-depth knowledge of...

  • Client Relationship Associate

    3 weeks ago

    London, Greater London, United Kingdom CitiGroup Full time

    Position Overview:The Client Relationship Associate will deliver exceptional service to clients in collaboration with Private Bankers, focusing on Ultra High Net Worth Individuals (UHNWI). Growth Opportunities:This role presents substantial career advancement prospects, enhancing skills in managing UHNW clients while acquiring in-depth knowledge of financial...

  • Client Relationship Associate

    3 weeks ago

    London, Greater London, United Kingdom CitiGroup Full time

    Position Overview:The Client Relationship Associate will deliver exceptional service to clients in collaboration with Private Bankers, focusing on Ultra High Net Worth Individuals (UHNWI). Growth Opportunities:This role provides substantial opportunities for professional development, enhancing skills in managing UHNW clients while acquiring in-depth...

  • Junior Client Relationship Associate

    15 hours ago

    London, Greater London, United Kingdom Close Brothers Group Full time

    About the RoleWe are seeking a highly motivated and organized individual to join our Relationship Management team as a Junior Client Relationship Associate. This is an exciting opportunity to work with a dynamic team and contribute to the growth and success of Close Brothers Group.Key ResponsibilitiesSupport Client Relationship Managers: Assist in preparing...

  • Junior Client Relationship Associate

    12 hours ago

    London, Greater London, United Kingdom Close Brothers Group Full time

    About the RoleWe are seeking a highly motivated and organized individual to join our Relationship Management team as a Junior Client Relationship Associate. This is an exciting opportunity to work with a dynamic team and contribute to the growth and success of Close Brothers Group.Key ResponsibilitiesSupport Client Relationship Managers: Assist in preparing...

  • 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...

  • Client Relationship Associate

    4 days ago

    London, Greater London, United Kingdom Guidepoint Full time

    About GuidepointGuidepoint is a leading research enablement platform that empowers clients to make informed decisions. Our innovative technology, real-time data, and expert network help clients navigate complex information landscapes.Our MissionWe strive to deliver exceptional research solutions that meet our clients' unique needs. Our team of experts works...

  • Client Relationship Associate

    5 days ago

    London, Greater London, United Kingdom Guidepoint Full time

    About GuidepointGuidepoint is a leading research enablement platform that empowers clients to make informed decisions. Our innovative technology, real-time data, and expert network help clients navigate complex information landscapes.Our MissionWe strive to deliver exceptional research solutions that meet our clients' unique needs. Our team of experts works...

  • Client Relationship Manager

    5 days ago

    London, Greater London, United Kingdom ABR Associates Ltd. Full time

    About the RoleWe are seeking a highly motivated and experienced Client Relationship Manager to join our Account Management team at ABR Associates Ltd. As a Client Relationship Manager, you will be responsible for managing all aspects of the renewal cycle, including managing relationships with existing clients, driving customer adoption, and handling inbound...

  • Client Relationship Management Senior Associate

    3 weeks ago

    London, Greater London, United Kingdom Dimensional Fund Advisors Full time

    Position Overview:Client Relationship Management Senior Associate - UK Wealth Management DivisionThis division is dedicated to fostering enduring client partnerships and enhancing the firm's market footprint. The team collaborates with institutions and financial advisors to deliver tailored support, ensuring exceptional client interactions. Innovation is...

  • Client Relationship Associate, Strategic Initiatives

    3 weeks ago

    London, Greater London, United Kingdom Aon Full time

    Exciting Career Opportunity: Strategic Engagement AssociateAon is seeking a dedicated Associate to become part of their Strategic Engagement team. This position offers the flexibility of hybrid and office-based work arrangements.As an Associate, your primary focus will be on fostering robust relationships with Aon clients to support their strategic...

  • Client Relationship Associate in Private Banking

    3 weeks ago

    London, Greater London, United Kingdom Weatherbys Banking Group Full time

    PRIVATE BANKING ASSOCIATEAre you eager to embark on a career in Private Banking? Do you possess a strong desire to cultivate and nurture client relationships? Are you seeking opportunities for growth and development in a firm that values your contributions?We are currently in search of a Private Banking Associate to join our team on a full-time, permanent...

  • Senior Associate – Client Relationship Manager

    5 minutes ago

    London, Greater London, United Kingdom WTW Full time

    Job SummaryWe are seeking a highly skilled and experienced Client Relationship Manager to join our team at WTW. As a Senior Associate, you will be responsible for building and maintaining strong relationships with clients and prospects, driving revenue growth and profitability, and contributing to the development of innovative solutions to meet client...

  • Lead Client Relationships as an Associate Director

    2 weeks ago

    London, Greater London, United Kingdom Phee Farrer Jones Full time

    About Phee Farrer Jones Phee Farrer Jones is a dynamic market research agency renowned for delivering tailored research services across various sectors including Consumer, Healthcare, B2B, Media, and Social. We pride ourselves on continuous growth and offer exceptional opportunities for our employees. About the Role We are seeking a highly motivated and...

  • Senior Associate, Client Relationship Management Specialist

    2 weeks ago

    London, Greater London, United Kingdom Dimensional Fund Advisors Full time

    Job Overview:Senior Associate, Client Relationship Management - UK Wealth Management TeamThe team focuses on acquiring long-term business partnerships and expanding the firm's presence in the market. They collaborate with financial institutions and wealth management firms to provide specialized support, ensuring top-notch client experiences. Innovation is...

  • Client Relationship Manager

    6 days ago

    London, Greater London, United Kingdom Mayford James Full time

    Job OverviewMayford James is seeking a highly skilled Sales Associate to join their UK Client Group Department. As a Sales Associate, you will play a critical role in driving business growth and building strong relationships with institutional clients.Key Responsibilities:Develop and execute account plans to drive sales growth and expand our client...

  • Client Relationship Senior Associate

    3 weeks ago

    London, Greater London, United Kingdom THE BANK OF NEW YORK MELLON CORPORATION Full time

    Senior Client Service Associate - Treasury ServicesBecome a part of our esteemed team at The Bank of New York Mellon Corporation, a prominent institution in asset management and financial services. We are seeking a Senior Client Service Associate to join our Treasury Services Client Support team within the EMEA region. This position entails providing...

  • Senior Associate, Client Relationship Management Specialist

    4 days ago

    London, Greater London, United Kingdom Dimensional Fund Advisors Full time

    Job Summary:The Global Client Group at Dimensional Fund Advisors is seeking a highly skilled Senior Associate to join our UK Wealth Management Team. As a Senior Associate, you will play a key role in delivering high-quality relationship management, efficient query resolution, and highly detailed technical investment support to our clients.Key...