Junior Banker Lead

6 hours ago

London, United Kingdom Citi Full time

**Responsibilities**:

- Provide excellent client service in partnership with the Private Banker.
- The role works closely with clients and Private Bankers in the relevant Banking Team to provide a high level of sales and product experience and support the banker in all aspects of reporting and regulatory requirements. Solid knowledge of bank products and regulatory requirements are critical.
- Work in partnership with the PB team including CSOs to address financial needs and expectations of the client.
- Exceed client expectations by thoroughly understanding problems and providing creative solutions.
- Maintain close contact with clients in conjunction with their assigned Private Bankers.
- Provide direct and indirect sales support to the PBs through joint calls and work closely with product specialists and transactions support personnel to implement client decisions as well as ensuring after-sales follow-up.
- Partner with PBs to develop comprehensive understanding of client needs and to assist the PBs in executing specific account strategies, proposing solutions and negotiating standard transactions.
- Ensure compliance with all legal and regulatory requirements in line with the policies of the Citi Private Bank.
- Provide innovative support in marketing strategies.
- Liaise with CAO On-Boarding and Client Services teams.
- Assist the Private Bankers in executing sales strategies for formulating strategies if required.
- Work with specialists and support team in conjunction with Private Banker to implement client decisions.
- Understand how to execute transactions across the broad array of Citi products.
- Work with client and PB and On-boarding team to facilitate a/c opening and liaise with client to ensure completion of mandatory documentation.
- Capture and maintain client information, call reports and Banker pipeline reporting.
- Participate in client meetings and account reviews to understand the clients’ requirements if needed.
- Control and complete with your Banker all KYC / IOS reviews and clear document deficiencies.
- Work with CSO in all daily cash management duties to escalate to clients and Private Banker.
- Maintain learning program through internal courses and external certifications.
- Identify ways to streamline internal processes to make them more efficient.
- Monitor and adapt to changes in business processes and policies.
- All clients’ complaints should be responded within 24 hours of receiving the complaint.

**Qualifications**:

- 6-10 years of experience
- Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and transactions / Demonstrated track record in relationship selling
- Pro-active, initiative and driven / Excellent communication skills, written and verbal / Excellent relationship building skills with clients and across hierarchical levels

**Education**:

- Bachelor's/University degree, Master's degree preferred**Job Family Group**:
Private Client Coverage
- **Job Family**:
Private Banker
- **Time Type**:
Full time-
- View Citi’s _EEO Policy Statement_ and the _Know Your Rights_ poster._

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