Wealth Banker Associate, Citigold Private Client
Core
Deliver high-quality service and operational support to affluent and ultra-high net worth clients in the Citigold Private Client segment, coordinating sales support functions and managing client files.
Role type
Wealth Banking Associate (Client Services)
Builds
Seamless client service delivery and operational integrity for a world-class wealth management operation
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Sales support coordination, issue resolution, operational controls monitoring, access tool administration, client file management, process improvement, risk assessment
Preferred skills
Branch banking operations experience, wealth management product familiarity, digital self-service tools exposure (via careerplan.io/jobs/859037938562-wealth-banker-associate-citigold-private-client-at-citi)
Technologies
Microsoft Office, digital tools and platforms