Description

As an Associate Banker, you will support clients by resolving inquiries and assisting with documentation. Your role involves deepening client relationships, creating marketing strategies, and ensuring compliance, while actively contributing to revenue growth.

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