Associate Banker - Private Bank - UHNW Segment (Citi Return To Work Programme)

Location: Singapore
Job type: Permanent
Salary:
Contact: Suzanna/Swapna
Reference: 21264973

Citi is more than a global financial services company. It’s an engine for progress. Join us, and you’ll have the chance to get involved in progress in all its shapes and forms, right across the world. From the micro to the macro, from Australia to Zambia, the work we do has real positive impact. Wherever you are and whatever you do, progress starts here.

We’ve built a world famous, trusted brand over 200 years of continuously evolving financial services. And today, our influence continues to grow: with financial operations in 160 countries and 100 currencies. We have 200 million different clients, including some of the biggest names in the industries, sectors, businesses and governments that we serve every day. It all adds up to an exciting place to be for talented, ambitious people who want to build a truly remarkable career.

The Associate Banker is an experienced professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits. Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual.

Responsibilities:

  • Provide complete service support to client, including solving complex client inquiries
  • Provide day to day support to Banker on documentation such as account opening and closing, loan disbursals, etc.
  • 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 profiling, qualifying and converting prospects into Citi Private Bank clients.
  • Assist the Banker in deepening the existing client relationship through deep-dive analysis
  • 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
  • Provide accurate and timely revenue tracking and deal pipeline reports and other relevant information to the Banker
  • 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.

Qualifications:

  • 5-8 years of experience
  • Knowledge of investments is required; banking and credit products desirable
  • Ability to manage relationships both internal and external; Ability to multi-task

Education:

  • Bachelor's/University degree or equivalent experience

Citi Return To Work Programme Welcomes You If You Have:

  • Taken a career break of 6 months or more*
  • A degree or higher educational qualifications
  • Relevant working experience
  • Those currently working are also welcomed to apply

**When you are being redirected to Citibank career site, please make sure to choose “Halfthesky” under “Job Boards” when you fill in “How Did You Hear About Us?*” field, so we can follow up on your application directly with the Recruiter who’s responsible for the role.

See more information on Citi Return To Work Programme