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 products, services, and regulatory frameworks.

About Citi Private Bank:
Citi Private Bank stands as one of the largest private banking entities globally, offering professional wealth management services to 26,000 clients worldwide, including a significant portion of the world's billionaires, with operations in 60 offices across more than 30 countries.

Our Commitment:
Citi Private Bank is dedicated to fulfilling clients' financial aspirations and requirements. We act as a genuine financial partner and trusted advisor, catering to the needs of affluent families, individuals, and entrepreneurs.

Key Responsibilities:
1. Exceed client expectations by thoroughly understanding their challenges and providing innovative solutions.
2. Collaborate with Private Bankers to maintain close client contact, developing a comprehensive understanding of their needs.
3. Assist in executing specific account strategies, proposing solutions, and negotiating standard transactions.
4. Support Private Bankers in prospecting activities and deepening existing client relationships.
5. Provide sales assistance to Private Bankers and work alongside product specialists and transaction support teams to implement client decisions and ensure effective follow-up.

Operational Support:
1. Collaborate with On-Boarding and Client Services teams to facilitate account openings, transactions, cash management, and investments, ensuring the completion of necessary documentation.
2. Ensure compliance with all legal and regulatory standards.
3. Appropriately assess risk when making business decisions and servicing clients, escalating and managing any risk or control issues.
4. Monitor and adapt to changes in business processes and policies.

Qualifications:
1. Proven experience in a Private Banker support role.
2. Demonstrated experience in a front office environment interacting directly with clients.
3. Extensive knowledge of all Citi Private Bank banking systems, platforms, and capabilities.

Educational Background:
A recognized banking background in front office, investments, and transaction management is essential. A Bachelor’s degree is required, with a Master’s degree preferred.

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

Job Family Group:
Private Client Coverage

Job Family:
Private Banker Support

Time Type:
Full time

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.

Citigroup Inc. and its subsidiaries invite all qualified interested applicants to apply for career opportunities.

If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity, please review Accessibility at Citi.

View the EEO Policy Statement.

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