Associate Banker
vor 7 Stunden
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
- **Job Family Group**:
Private Client Coverage
- **Job Family**:
Private Banker Support
- **Time Type**:
Full time
- 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
-
Associate Regulatory Reporting, Bank
vor 7 Monaten
Zurich, Schweiz coni+partner AG VollzeitOur client is the headquarters of a bank in Zurich. We are looking for an accounting specialist (m, f, d) as a Associate Regulatory Reporting - Bank Aufgaben Responsible for regulatory reporting requirements related to national and international transactions for HQ, subsidiaries and private and corporate clients / Responsible for managing day-to-day...
-
Corporate Banker, Associate, Switzerland
vor 8 Monaten
Zurich, Schweiz Bank of America Vollzeit**Company Overview**: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work...
-
Associate Tax Administration
vor 7 Monaten
Zurich, Schweiz coni+partner AG VollzeitOur client is the private banking of an international Swiss bank in Zurich. We are looking for a specialist in tax administration (m, f, d) as a Associate Tax Administration Aufgaben Qualifikation HF or Bachelor's degree / Experience in tax administration in the preparation of securities registers or professional experience at a bank with expertise in...
-
Associate Tax Administration
vor 7 Monaten
Zurich, Schweiz coni+partner AG VollzeitOur client is the private banking of an international Swiss bank in Zurich. We are looking for a specialist in tax administration (m, f, d) as an Associate Tax Administration Tasks **Requirements**: HF or Bachelor's degree / Experience in tax administration in the preparation of securities registers or professional experience at a bank with expertise in...
-
Ecg Associate
Vor 7 Tagen
Zurich, Schweiz BNP Paribas VollzeitECG ASSOCIATE - CORPORATE COVERAGE SWITZERLAND - CIB (JOB NUMBER: 1 B000538) **Description of the assignment** Within CIB, Corporate Coverage EMEA is responsible for advising corporate clients and delivering an array of the firm's services across strategically targeted client groups in various business sectors. In this context, the ECG Associate supports...
-
Relationship Associate, Commercial Bank
Vor 4 Tagen
Zurich, Schweiz Citi Vollzeit**Equal Opportunity** We recognize talent comes from a wealth of experience and ideas beyond just the technical specifications of a role. If you feel like you can make a meaningful impact even if you don’t necessarily check all the listed requirements, **_please still consider applying_**. Diversity of experience and skills supplemented with drive are...
-
Ecg Associate
Vor 7 Tagen
Zurich, Schweiz BNP Paribas Vollzeit**Description of the assignment** Within CIB, Corporate Coverage EMEA is responsible for advising corporate clients and delivering an array of the firm's services across strategically targeted client groups in various business sectors. In this context, the ECG Associate supports Managing Directors (MDs) and Directors (Ds) in the management of relationships...
-
Associate Crossborder Controls
vor 2 Wochen
Zurich, Schweiz coni+partner AG VollzeitOur client is a bank in Zurich. We are looking for a back office specialist (m, f, d) as an Associate Crossborder Controls Aufgaben Support monitoring and control activities in the private bank's cross-border business / Ensure performance of cross-border frameworks / POC for 1st Line of Defence regarding controls for cross-border processes /...
-
Associate (M/w/d) Im Team Bank- Und
Vor 7 Tagen
Zurich, Schweiz Homburger VollzeitWir sind ein Team von engagierten Anwältinnen und Anwälten mit Fokus auf das Bank - und Finanzmarktrecht. Wir streben stets herausragende Lösungen an - auch bei komplexen Problemstellungen und unter hohem Zeitdruck. Effiziente und effektive Zusammenarbeit im Team und mit unseren Klienten bilden die Eckpfeiler unserer Leistung. - Wir beraten...
-
Zurich, Schweiz Robert Half Vollzeit**Vacancy**:Relationship Manager Associate - Commercial Banking (f/m/x)**: - We are looking for a **Relationship Manager Associate **for our client, an **International Bank **based in** Zürich**. For this position, the employee in question will work directly for our client. Despite the Covid-19 situation, our customer is currently looking for motivated...
-
Corporate Bank
vor 8 Monaten
Zurich, Schweiz Citi VollzeitSupport account strategies by developing an institutional understanding of the client, eg; their treasury model and philosophy, funding model and cash management strategy and help build an efficient, productive and strong relationship. Responsible for driving deals through CRM and wider implementation ensuring ramp up of revenue from deals...
-
Associate Corporate Actions
vor 1 Woche
Zurich, Schweiz coni+partner AG VollzeitOur client is a bank in Zurich. We are looking for a back office specialist (m, f, d) as an Associate Corporate Actions / Settlement Aufgaben Participate in the settlement of corporate actions for equities and bonds in various markets (SIC, euroSIC and SWIFT) / Also responsible for collateral management and settlement processing / Responsible for starting...
-
Associate Economic Research
Vor 2 Tagen
Zurich, Schweiz coni+partner AG Vollzeitconi + partner ist ein seit 1993 bestehendes Beratungshaus mit Sitz in Zürich und Niederlassungen in Düsseldorf und Shanghai. Unsere Stärke ist die passgenaue Besetzung von Positionen entsprechend der Unternehmenskultur, unter genauer Betrachtung fachlicher Kompetenzen, Referenzen und «soft skills» der Kandidaten. Unser Kunde ist eine internationale...
-
Business Manager, Associate
vor 2 Wochen
Zurich, Schweiz Deutsche Bank Vollzeit**Job Title**:Business Manager, Central Management COO EMEA **Location**:Zürich **Corporate Title**: Associate Deutsche Bank Wealth Management is one of the largest wealth managers worldwide. We offer a broad range of traditional and alternative investment solutions, as well as comprehensive client advice on all aspects of Wealth Management. As part of...
-
Corporate Finance Associate M&a
vor 7 Monaten
Zurich, Schweiz JobHive AG VollzeitWer stellt ein? Für eine Corporate Finance Boutique mit Sitz in Zürich suchen wir eine(n) Corporate Finance Associate! Aufgaben - Sie sind in die Vorbereitung und Durchführung von M&A-Projekten voll involviert - Sie übernehmen Verantwortung in der Leitung von (Sub-)Projekten mit hohem Kundenexposure - Sie entwickeln aussagekräftige Pitches für...
-
Relationship Associate, Financial Institutions
Vor 7 Tagen
Zurich, Schweiz Citi Vollzeit**Relationship Associate, Financial Institutions Group (FIG) - Zurich BCMA (VP/AVP)** The Relationship Associate is an intermediate-level position responsible for working with Senior Bankers and coverage team members on the day-to-day management of global Financial Institutions Group client relationships and the delivery of Corporate Banking solutions. The...
-
Associate Corporate Actions
vor 7 Monaten
Zurich, Schweiz coni+partner AG Vollzeitconi + partner ist ein seit 1993 bestehendes Beratungshaus mit Sitz in Zürich und Niederlassungen in Düsseldorf und Shanghai. Unsere Stärke ist die passgenaue Besetzung von Positionen entsprechend der Unternehmenskultur, unter genauer Betrachtung fachlicher Kompetenzen, Referenzen und «soft skills» der Kandidaten. Unser Kunde ist eine internationale...
-
Associate Corporate Actions
Vor 2 Tagen
Zurich, Schweiz coni+partner AG Vollzeitconi + partner ist ein seit 1993 bestehendes Beratungshaus mit Sitz in Zürich und Niederlassungen in Düsseldorf und Shanghai. Unsere Stärke ist die passgenaue Besetzung von Positionen entsprechend der Unternehmenskultur, unter genauer Betrachtung fachlicher Kompetenzen, Referenzen und «soft skills» der Kandidaten. Unser Kunde ist eine internationale...
-
Zurich, Schweiz coni+partner AG VollzeitOur client is a bank in Zurich. We are looking for a compliance specialist (m, f, d) as a Associate Business Risk Account Openings UHNWI/HNWI Aufgaben Qualifikation Professional experience in Private Banking, Trust or a Family Office or Compliance Consulting (BigFour) / Knowledge of client identification processes and regulations in the area of...
-
Associate Business Development Manager
vor 7 Monaten
Zurich, Schweiz Convera Vollzeit**Associate Business Development Manager - Zurich** Convera is seeking an Associate Business Development Manager, who will be responsible for the sales of hedging solutions and exotic payments within our NGO vertical! **You will be responsible for**: - Performing market analysis, attending on and offline events, and supporting sales campaigns. -...
