Associate Banker
vor 1 Tag
An opportunity to join the Swiss and Monaco team in Zurich as an Associate Banker.
The Associate Banker will provide excellent client service in partnership with the Private Banker. The role involves working closely with clients and Private Bankers to provide a high level of sales and product experience, transaction management and support the banker in all aspects of reporting and regulatory requirements.
**Key Responsibilities**:
Provide excellent client experience
Exceed client expectations by thoroughly understanding problems and providing creative solutions.
Maintain close contact with clients in conjunction with the assigned Private Bankers.
Partner with Private Bankers to develop comprehensive understanding of client needs and to assist in executing specific account strategies, proposing solutions and negotiating standard transactions
Participate in client meetings and account reviews to understand the client’s requirements when possible.
Follow up on client calls and answer product questions of clients.
Work with specialists and support team in conjunction with Private Bankers to implement client decisions.
Review / work with Client Services Officer in all daily cash management duties to escalate to clients and Private Bankers.
Work in partnership with the Private Banker team including CSO to address the financial needs and expectations of the client
Process and execute transactions across the broad array of Citi products
Help identifying new sales opportunities and provide innovative support in marketing strategies.
Provide sales support to the Private Bankers 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.
Secure Compliance & Processing
Ensure compliance with all legal and regulatory requirements in line with the policies of the CPB.
Control and complete with the Private Bankers all KYC / IOS reviews and maintain document deficiencies to a minimum.
Capture and maintain client information, call reports and Banker pipeline reporting.
Liaise / work with On-Boarding and Client Services teams in order to facilitate account opening / transactions / investments and liaise with client to ensure completion of the mandatory documentation and to receive duly authorised instructions.
Identify ways to streamline internal processes to make them more efficient
**Knowledge/Experience**:
5-10 years experience in Finance with direct client interaction an advantage
**Skills**:
Pro-active, initiative and driven.
Excellent communication skills, written and verbal.
Fluency in English.
Excellent relationship building skills (with clients, and across hierarchical levels and other functions).
Ability to cope with ambiguity & change - high adaptability.
Ability to challenge status quo and continuously optimize processes and tasks in own area of responsibility.
**Education**:
Bachelor's/University degree or equivalent experience
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- **Job Family Group**: Private Client Coverage
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- **Job Family**: Private Banker Support
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- **Time Type**: Full time
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- Citi is an equal opportunity and affirmative action employer.
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.
View the " EEO is the Law " poster. View the EEO is the Law Supplement.
View the EEO Policy Statement.
View the Pay Transparency Posting
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