Associate Banker

Vor 7 Tagen

Genève, Schweiz Citi Vollzeit

The Associate Banker is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices. Good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Requires attention to detail when making judgments and recommendations based on the analysis of factual information. Typically deals with variable issues with potentially broader business impact. Applies professional judgment when interpreting data and results. Breaks down information in a systematic and communicable manner. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Moderate but direct impact through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams.

**Responsibilities**:

- Provide complete service support to client, including solving complex client inquiries
- Provide day to day support to Banker on documentation such as account opening and closing, loan disbursals, etc.
- Client/prospect meetings - Organize the pre-call planning, organizing post-meeting notes, and maintain all client call records including call reports
- Assist the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients.
- Assist the Banker in deepening the existing client relationship through deep-dive analysis
- Assist the Banker in the creation of sales and marketing strategies designed to generate revenue growth and to acquire new target clients, with a focus on Investments
- Assist the Banker with prospecting - conduct new client/prospect research, generate leads and develop prospects, network to identify referrals to new clients/prospects, and coordinate client events
- Provide accurate and timely revenue tracking and deal pipeline reports and other relevant information to the Banker
- Ensure appropriate documentation related to KYC/ AML from the client and ensure all aspects of client records and documentation are completed and updated

**Qualifications**:

- 2-5 years relevant experience
- Knowledge of investments is required; banking and credit products desirable
- Ability to manage relationships both internal and external; Ability to multi-task

**Education**:

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

  • Associate Banker

    Vor 2 Tagen

    Genève, Schweiz Citi Vollzeit

    **Responsibilities**: - Provide complete service support to client, including solving complex client inquiries - Provide day to day support to Banker on documentation such as account opening and closing, loan disbursals, etc. - Client/prospect meetings - Organize the pre-call planning, organizing post-meeting notes, and maintain all client call records...

  • International Private Bank, Private Banker, Latam South, Associate

    vor 1 Woche

    Genève, Schweiz JPMorganChase Vollzeit

    **Job summary**: As a Private Banker, LatAm South, Associate within the International Private Bank, you would lead new client acquisition and retention through a broad knowledge of investments, banking, trust services and financial planning. You would also be responsible for the client experience and engaging our resources to deliver a complete wealth...

  • Associate Banker Latam in Europe

    vor 11 Stunden

    Genève, Schweiz Citigroup Vollzeit

    **Discover your future at Citi**: Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact. **Job Overview**: **Responsibilities**: - Provide complete service...

  • International Private Bank, Private Banker, Latam South, Associate

    vor 1 Woche

    Genève, Schweiz JPMorganChase Vollzeit

    **JOB DESCRIPTION** Job summary**: As a Private Banker, LatAm South, Associate within the International Private Bank, you would lead new client acquisition and retention through a broad knowledge of investments, banking, trust services and financial planning. You would also be responsible for the client experience and engaging our resources to deliver a...

  • Fic Associate

    vor 11 Stunden

    Genève, Schweiz BNP Paribas Vollzeit

    **FIC Associate** This position will be based in Zurich **FIC Switzerland** Financial Institutions Coverage (FIC) is a global coverage group specializing in the Financial Institutions sector FIC aims to build long-term relationships with key clients and gain insight into client strategy and targets to provide original and integrated ideas and...

  • E-commerce Associate Adviser

    vor 1 Woche

    Genève, Schweiz International Trade Centre (ITC) Vollzeit

    Result of Service - Work Location - Home-based (Kampala, Uganda) - Expected duration - 01.01.26 - 31.12.26**Responsibilities**: - Qualifications/special skills - Undergraduate degree (BA/BSC or other) Economics, Commerce, or a related discipline. Extensive relevant experience may be accepted in lieu of the university degree. - At least 3 years of experience...

  • Pre-doctoral Research Associate in International Economics, at The Centre for Finance and Development

    vor 1 Woche

    Genève, Schweiz graduate institute Vollzeit

    **The Graduate Institute of International and Development Studies is recruiting a** **Pre-Doctoral Research Associate in International Economics, at the Centre for Finance and Development (F/M/D)** **DEPARTEMENT/CENTRE/PROGRAM/SERVICE**:CENTRE FOR FINANCE AND DEVELOPMENT** **CONTRACT: MAXIMUM DURATION CONTRACT FOR 1 YEAR (NON-RENEWABLE)** **ACTIVITY...

  • M&a Associate

    Vor 2 Tagen

    Genève, Schweiz Trafigura Vollzeit

    Main Purpose: The M&A team is directly involved across the breadth of operations of the Trafigura group of companies and responsible for investments related to oil and gas, metals and minerals, renewables, power and carbon (in each case, production, processing / refining, trading and distribution); as well as energy and transport infrastructure (including...

  • Assistant Store Manager

    vor 2 Wochen

    Genève, Schweiz LUXETALENT Vollzeit

    **Store Operations & Management** We from Luxe Talent, International Recruitment and Specialised Training Consultancy, are currently looking for an experienced **Assistant Store Manager**on behalf of one of our clients, based in **Geneva.** In our recruitment and training consultancy we work with different firms in the Luxury, Premium and High Premium...

  • Trade Policy Intern

    Vor 2 Tagen

    Genève, Schweiz International Trade Centre (ITC) Vollzeit

    Work Location - HQ-Based, Geneva, Switzerland - Expected duration - 4 - 6 months**Responsibilities**: - BACKGROUND: The International Trade Centre (ITC), a joint agency of the World Trade Organization (WTO) and the United Nations (UN), is the multilateral agency dedicated to supporting internationalisation of SMEs. ITC’s mission is to foster inclusive and...