Associate Banker - Private Bank
Core
Provide complete service support to clients, including solving complex inquiries, managing documentation, and assisting Bankers in profiling, qualifying, and converting prospects into Citi Private Bank clients.
Role type
Associate Banker - Private Bank (Support)
Builds
Client relationships and revenue growth for Citi Private Bank
Domain
Private Banking / Wealth Management (via careerplan.io/jobs/859031501077-associate-banker-private-bank-at-citi)
Deliverable
client delivery
Required skills
KYC/AML compliance, investment knowledge, prospecting, client profiling, documentation management, risk assessment
Preferred skills
Banking and credit products knowledge, sales and marketing strategy creation
Technologies
CACS 1 and 2
Responsibilities
Solve complex client inquiries, manage account opening/closing and loan disbursement documentation, organize client meetings and maintain call records, assist in prospecting and lead generation, support deep-dive analysis for existing clients, track revenue and deal pipelines, ensure KYC/AML compliance, assess risk in business decisions.