Associate Banker Lead

5 days ago

London, Greater London, United Kingdom Citigroup Inc. Full time

About the Role

The Associate Banker Lead will provide exceptional client service in partnership with Private Bankers to Ultra High Net Worth Individuals (UHNWI), leveraging a strong investment and product experience, transaction management, and ensuring compliance with all aspects of reporting and regulatory requirements.

This role is also responsible for the day-to-day leadership of the Associate Banker team, working closely with the Business Manager to ensure the team's capabilities, development, and overall performance meet the highest standards and comply with internal policies and processes.

Key Responsibilities

Client Experience

  • Exceed client expectations by thoroughly understanding their problems and providing creative solutions.
  • Support the Private Bankers with prospecting and deepening of existing client activities and maintain close contact with clients to develop a comprehensive understanding of client needs.
  • Assist in executing specific account strategies, proposing solutions, and negotiating standard transactions.
  • Support the Private Bankers by working closely with clients and product specialists, transaction support, On-Boarding, and Client Services teams to implement client decisions and ensure effective after-sales follow-up.

Leadership

  • Day-to-day leadership of the Associate Banker team, providing guidance, tailoring development plans, and ensuring strict adherence with compliance requirements, policies, and processes.
  • Manage administrative HR processes, including performance reviews and recruitment.

Compliance and Risk Management

  • Ensure compliance with all legal and regulatory requirements.
  • Appropriately assess risk when making business decisions and servicing clients, escalating, managing, and reporting any risk or control issues.
  • Monitor and adapt to changes in business processes and policies.

Requirements

  • Proven experience in private banking support roles and in dealing directly with clients.
  • Extensive knowledge of all CPB banking systems, platforms, and capabilities.
  • Demonstrated leadership experience in managing teams and driving performance.

Skills and Qualifications

  • Dedicated and highly adaptable with strong analytical and communication (written and verbal) skills.
  • Ability to build effective working relationships with clients and across hierarchical levels and functions.
  • Pro-active and driven with strong attention to detail and accuracy.
  • Problem-solving and adaptability skills.
  • Ability to work under pressure, challenge the status quo, and continuously optimize processes and tasks within own area of responsibility.

Education and Experience

  • A professionally recognized banking-based background in front office, investments, and transaction management.
  • A sound understanding of processing within a complex systems environment.
  • Bachelor/University degree, Master degree preferred.

Job Family Group: Private Client Coverage

Job Family: Private Banker Support

Time Type: Full time

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