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Associate Banker

vor 3 Wochen

Genève, Schweiz Citigroup 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 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 experienceJob Family Group:
Private Client Coverage
- **Job Family**:
Private Banker Support
- Time Type:
Full time
- Most Relevant Skills

Please see the requirements listed above.
- Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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