Associate Banker Senior (Assistant Vice President)
Core
Senior support role for Citi Private Bank, assisting Bankers in managing ultra-high net worth clients, generating leads, and ensuring compliance.
Role type
Senior IC Private Banker Support
Builds
Client relationships, sales pipelines, and compliant account documentation for ultra-high net worth individuals
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
Investment knowledge, complex client inquiry resolution, prospect profiling and conversion, deep-dive client analysis, sales strategy creation, KYC/AML documentation, risk assessment, regulatory compliance
Preferred skills
Banking and credit products knowledge, internal/external relationship management, prioritization
Technologies
N/A
Responsibilities
Solve complex client inquiries, support account opening/closing and loan disbursements, organize client meetings and maintain call records, assist in prospecting and lead generation, assist in deepening client relationships, assist in creating sales strategies, provide revenue tracking and pipeline reports, ensure KYC/AML compliance, assess risk in business decisions
Seniority
Senior, hands-on IC