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Associate Banker (Hybrid)
View: 149
Update day: 10-04-2024
Category: Finance / Bank / Stock Sales
Industry: Banking Financial Services Investment Banking
Job type: Full-time
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Job content
Job Id: 23686751Citi Private Bank, one of the largest private banking businesses in the world, provides professional wealth management services for 26,000 clients globally, including a third of the world’s billionaires, operating in 60 offices in more than 30 countries.Citi Private Bank offers unmatched global reach, coupled with a full range of portfolio management and investment advisory services, an array of structured lending and banking services, as well as expertise from Citi’s Markets and Banking division.Citi Private Bank is dedicated to helping clients meet their financial needs and goals. We serve them as a true financial partner and trusted advisor. Our experienced professionals serve the needs of wealthy families, individuals, and entrepreneurs.The Associate Banker will provide excellent client service in partnership with the Private Banker.The role works closely with clients and Private Bankers to provide a high level of sales and product experience, transaction management and support the banker in all aspects of reporting and regulatory requirements. Solid knowledge of bank products, transaction management and regulatory requirements are required.Responsibilities:- Assist the Banker in the creation of sales and marketing strategies designed to generate revenue growth and to acquire new target clients, with a focus on Investments
- Assist the Banker with prospecting - conduct new client/prospect research, generate leads and develop prospects, network to identify referrals to new clients/prospects, and coordinate client events
- Assist the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients.
- Client/prospect meetings - Organize the pre-call planning, organizing post-meeting notes, and maintain all client call records including call reports
- Assist the Banker in deepening the existing client relationship through deep-dive analysis
- Provide accurate and timely revenue tracking and deal pipeline reports and other relevant information to the Banker
- Provide day to day support to Banker on documentation such as account opening and closing, loan disbursals, etc.
- Provide complete service support to client, including solving complex client inquiries
- Ensure appropriate documentation related to KYC/ AML from the client and ensure all aspects of client records and documentation are completed and updated
- Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm’s reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
- 2-5 years relevant experience
- Knowledge of investments is required; banking and credit products desirable
- Ability to manage relationships both internal and external; Ability to multi-task
- Ownership skills / proactive
- Fluency in Turkish and English is essential for this role.
- Bachelor’s/University degree or equivalent experience
- CFC or "maturité professionnelle" in banking
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Deadline: 25-05-2024
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