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Associate Banker

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Citi

Mar 20

Applications are closed

  • Job
    Full-time
    Senior Level
  • Sales & Business Development
    Banking & Finance
  • Frankfurt

Requirements

  • 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
  • Bachelor's/University degree or equivalent experience

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.

FAQs

What is the job title for this position?

The job title is Associate Banker.

Where is this job located?

The job is located in Frankfurt.

What business division is this position part of?

This position is part of Citi Private Bank, within the Citi Global Wealth division.

What is the officer title associated with this role?

The officer title is Assistant Vice President.

What qualifications are required for this position?

A Bachelor's/University degree or equivalent experience is required, along with 5-8 years of relevant experience.

Is knowledge of investments necessary for this role?

Yes, knowledge of investments is required, while knowledge of banking and credit products is desirable.

What are some of the responsibilities of an Associate Banker?

Responsibilities include providing service support to clients, assisting in documentation, organizing client meetings, and helping to deepen existing client relationships.

What skills are important for this role?

Important skills include good analytical skills, strong communication and diplomacy skills, and the ability to manage relationships both internally and externally.

Are there any specific compliance responsibilities for this role?

Yes, there are responsibilities related to assessing risks, ensuring compliance with laws and regulations, and maintaining documentation related to KYC/AML.

What is the closing date for applications for this position?

The closing date for applications is 2nd April 2025.

Is this position a full-time role?

Yes, this role is a full-time position.

Does Citibank offer equal employment opportunities?

Yes, Citibank is an equal opportunity and affirmative action employer.

Can applicants receive accommodations for disabilities during the application process?

Yes, if you are a person with a disability and need reasonable accommodations to use the search tools and/or apply, you can review Accessibility at Citi.

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Citi

Finance
Industry
10,001+
Employees
1998
Founded Year

Mission & Purpose

Citigroup Inc. or Citi is an American multinational investment bank and financial services corporation headquartered in New York City. Citi's operation is to provide financial services that enable growth and economic progress. Core activities are safeguarding assets, lending money, making payments and accessing the capital markets.

Benefits

  • Live Well, Stay Healthy

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  • Paid parental leave

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  • Keep learning

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  • Be well, take time off

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