Associate Banker Senior - ANZ/PHIL (Assistant Vice President)
Core
Senior support role for Private Bankers, assisting in client relationship management, prospecting, and revenue growth strategies within the Investments domain.
Role type
Senior IC Private Banker Support
Builds
Client relationships and revenue growth pipelines for Citi Private Bank
Domain
Banking / Wealth Management / Investments
Deliverable
client delivery
Required skills
complex client inquiry resolution, account documentation management, prospect profiling and conversion, deep-dive client analysis, sales and marketing strategy creation, new client prospecting and lead generation, revenue tracking and pipeline reporting, KYC/AML compliance, risk assessment
Preferred skills
knowledge of banking and credit products, ability to manage internal and external relationships
Technologies
N/A
Responsibilities
Provide complete service support to clients including solving complex inquiries; Assist Bankers in profiling, qualifying, and converting prospects; Assist in deepening client relationships through analysis; Assist in creating sales and marketing strategies for revenue growth; Conduct prospecting and client event coordination; Provide revenue tracking and deal pipeline reports; Ensure KYC/AML documentation compliance; Assess risk in business decisions.
Seniority
Senior, hands-on IC