Associate Banker - Taiwan Offshore Team
Core
Support Associate Banker in sales strategies, prospecting, client profiling, and relationship management for ultra-high net worth clients.
Role type
Associate Banker (Intermediate)
Builds
Sales pipelines and client relationships for Citi Private Bank
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
Investment knowledge, Mandarin fluency, Cantonese fluency, prospecting, client profiling, KYC/AML compliance, risk assessment
Preferred skills
Banking and credit products knowledge, internal/external relationship management, multitasking
Technologies
Data analysis tools
Responsibilities
Assist in creating sales and marketing strategies for revenue growth; Conduct prospect research and generate leads; Profile and convert prospects into clients; Organize client meetings and maintain call records; Deepen existing client relationships through analysis; Provide revenue tracking and pipeline reports; Support documentation for account opening/closing and loan disbursals; Solve complex client inquiries; Ensure KYC/AML compliance and risk assessment.
Seniority
Intermediate, developing professional