Associate Banker - China Team
Core
Support a Banker in sales, marketing, and client acquisition for ultra-high net worth individuals, focusing on investments.
Role type
Associate Banker (Private Banking Support)
Builds
Client relationships and revenue growth for Citi Private Bank
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
Investment knowledge, prospecting, client profiling, KYC/AML compliance, risk assessment, Mandarin, Cantonese
Preferred skills
Banking and credit products knowledge, internal/external relationship management, multitasking
Technologies
Data analysis tools
Responsibilities
Assist in creating sales and marketing strategies; conduct prospect research and generate leads; profile and convert prospects; organize client meetings and maintain records; deepen client relationships via analysis; provide revenue tracking and pipeline reports; support documentation (account opening/closing, loan disbursals); solve complex client inquiries; ensure KYC/AML compliance; assess risk and drive compliance.
Seniority
Intermediate, developing professional