Associate Banker Latam
Vor 2 Tagen
**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**: - 5-8 years of 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 - 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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Associate Banker
Vor 6 Tagen
Geneve, Schweiz Citi VollzeitAn opportunity to join the Swiss and Monaco team in Geneva 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...
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Associate Banker
vor 1 Woche
Geneve, Schweiz Citi VollzeitAn opportunity to join the Swiss and Monaco team 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...
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Associate Banker
vor 1 Woche
Geneve, Schweiz Citi VollzeitAn opportunity to join the Greece team 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...
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Associate Banker
Vor 6 Tagen
Geneve, 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...
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Associate Banker
vor 4 Stunden
Geneve, 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...
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Associate Banker
Vor 4 Tagen
Geneve, Schweiz Citi VollzeitThe Citi Private Bank, one of the largest private banking businesses in the world, provides professional wealth management services for 26,000 clients globally, including a third of the world’s billionaires, operating in 60 offices in more than 30 countries. The Citi Private Bank offers unmatched global reach, coupled with a full range of portfolio...
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Investment Counsellor
vor 2 Wochen
Geneve, Schweiz EFG International VollzeitAs a member of the LatAm Local Investment Advisory team, you will be responsible for the advice of investment solutions to clients and prospects, with the primary objective of partnering with Private Banking Client Relationship Officers (CRO) to offer appropriate investment solutions, both discretionary and advisory, and attracting/enhancing client...
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Associate Banker Fr-ang
Vor 4 Tagen
Geneve, Schweiz Multi Personnel VollzeitReconnue et incontournable depuis plus de 40 ans, Multi Personnel est une agence spécialisée dans la mise à disposition de personnel administratif et de cadres, temporaire et fixe, dans de nombreux secteurs économiques, tels que la banque, sociétés financières, multinationales, ONG, PME et institutions locales. Notre client, une importante banque...
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Associate Banking
vor 4 Stunden
Geneve, Schweiz Schellenberg Wittmer VollzeitWe are currently looking for a lawyer to strengthen our team in the field of: Banking & Finance / Regulatory Switzerland is one of the world's leading financial markets. Domestic and international banks, insurance companies, asset managers and other financial service providers based in Switzerland play a major role in the global financial industry, which...
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Associate Private Wealth
vor 4 Stunden
Geneve, Schweiz Schellenberg Wittmer VollzeitWe are looking for a Swiss-Qualified Lawyer to join our team in the field of Private Wealth. Our Private Wealth Group covers the full range of contentious and non-contentious private wealth legal issues. We are highly skilled in advising individuals and families in their planning and structuring of private wealth and business assets, wealth preservation,...
