Citi
Investment Counselor(m/w/x)
Full-timeWith HomeofficeSenior
Genf
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CICitibank (Switzerland) AG
Associate Banker(m/w/x)
Genf
Full-timeWith Home OfficeExperienced
Nejo AI Summary
Supporting Bankers with documentation and service for high-net-worth wealth management clients at global wealth management firm. Bachelor's degree required, with investment and banking product knowledge preferred. Exposure to complex wealth management strategies and client portfolios.
Requirements
- 2-5 years relevant experience
- Knowledge of investments; banking and credit products desirable
- Ability to manage relationships internally and externally
- Ability to multi-task
- Bachelor's/University degree or equivalent experience
Tasks
- Provide complete service support to clients
- Resolve complex client inquiries
- Support Banker with account documentation
- Organize pre-call planning and post-meeting notes
- Maintain client call records and reports
- Assist in profiling and qualifying prospects
- Help convert prospects into Citi Private Bank clients
- Deepen existing client relationships through analysis
- Create sales and marketing strategies for revenue growth
- Conduct research to identify new clients and prospects
- Generate leads and develop prospects through networking
- Coordinate client events
- Provide accurate revenue tracking and deal pipeline reports
- Ensure KYC/AML documentation is complete and updated
- Assess risk in business decisions with ethical judgment
- Drive compliance with laws and regulations
Work Experience
- 2 - 5 years
Education
- Bachelor's degree
Languages
- English – Business Fluent
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of Citibank (Switzerland) AG and processed the information on Nejo with the help of AI for you. Despite careful analysis, some information may be incomplete or inaccurate. Please always verify all details in the original posting! Content and copyrights of the original posting belong to the advertising company.
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CICitibank (Switzerland) AG
Associate Banker(m/w/x)
Genf
Full-timeWith Home OfficeExperienced
Nejo AI Summary
Supporting Bankers with documentation and service for high-net-worth wealth management clients at global wealth management firm. Bachelor's degree required, with investment and banking product knowledge preferred. Exposure to complex wealth management strategies and client portfolios.
Requirements
- 2-5 years relevant experience
- Knowledge of investments; banking and credit products desirable
- Ability to manage relationships internally and externally
- Ability to multi-task
- Bachelor's/University degree or equivalent experience
Tasks
- Provide complete service support to clients
- Resolve complex client inquiries
- Support Banker with account documentation
- Organize pre-call planning and post-meeting notes
- Maintain client call records and reports
- Assist in profiling and qualifying prospects
- Help convert prospects into Citi Private Bank clients
- Deepen existing client relationships through analysis
- Create sales and marketing strategies for revenue growth
- Conduct research to identify new clients and prospects
- Generate leads and develop prospects through networking
- Coordinate client events
- Provide accurate revenue tracking and deal pipeline reports
- Ensure KYC/AML documentation is complete and updated
- Assess risk in business decisions with ethical judgment
- Drive compliance with laws and regulations
Work Experience
- 2 - 5 years
Education
- Bachelor's degree
Languages
- English – Business Fluent
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of Citibank (Switzerland) AG and processed the information on Nejo with the help of AI for you. Despite careful analysis, some information may be incomplete or inaccurate. Please always verify all details in the original posting! Content and copyrights of the original posting belong to the advertising company.
Like this job?
BetaYour Career Agent finds similar jobs for you every day.
About the Company
Citibank (Switzerland) AG
Industry
FinancialServices
Description
Citi Global Wealth provides tailored lending, investment management, and holistic family wealth management services.
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