Associate Banker
This is a professional role responsible for applying in-depth disciplinary knowledge to improve processes and workflows within the Banking, Credit and Investments platform. They ensure a seamless and differentiated experience in partnership with sales teams and integrate subject matter and industry expertise, requiring a thorough understanding of how different areas coordinate to achieve overall business objectives. This individual plays a pivotal role impacting the client experience. This role requires internal collaboration partnering with sales teams, and liaising with internal partners (KYC, and product partners and Operations Teams) to fulfill client requests.
Responsibilities :
- Provide a concierge-level service and act as the primary point of contact for clients, managing all servicing needs and owning end-to-end client service requests through to resolution.
- Partner with Private Banker teams, and liaising with internal partners (KYC, and product partners, Operations Teams) to fulfill client requests while maintaining constant communication. Providing the highest level of customer service and teamwork.
- Serve as the primary contact point and guidance for clients navigating the Know Your Client (KYC) onboarding process. Provide high-level customer service and fostering teamwork. Fulfill all requests in a timely manner.
- Ensure all documentation is current, accurate, and complete, fulfilling requests promptly.
- Demonstrates subject matter and industry expertise, and an ability to break down information systematically and influences decisions through advice, counsel, and facilitation, directly affecting team performance.
- Oversees KYC process management, client relationship management and documentation oversight.
- Initiate client requests for tax services and other reporting needs, coordinating with dedicated tax and reporting teams.
- Assess risk appropriately in business decisions, safeguarding Citigroup's reputation and assets, and ensuring compliance with laws, rules, and regulations while adhering to policy and ethical judgment. This includes escalating, managing, and reporting control issues transparently.
- Engage with clients across Citi approved multiple channels (phone, email, digital platforms), leveraging modern tools for efficient interaction.
- Facilitate client adoption of digital platforms (for example, InView) and provide initial support.
Qualifications :
- 5-8 years of relevant experience in wealth management or other financial services roles is preferred.
- Ability to manage internal and external relationships.
- High degree of engagement and attention to detail.
- Ability to manage multiple concurrent deadlines in a dynamic environment.
- Excellent verbal and written communication skills.
- Experienced and skilled in using MS 365 Office Suite and modern collaboration / communication tools.
- Bachelor's/University degree or equivalent experience.
Candidates applying for this role must be aware that it is a Certified Role, subject to the FCA and PRA Certification Regime.
The Certification Regime is one element of the Individual Accountability Regime which came into effect on 7 March 2016.
Under the Certification Regime, Citi UK regulated entities (Citi entities) must ensure that employees working in certain roles categorised as specified significant harm functions (Certified Roles) are assessed as fit and proper to carry out their role.
Under the guidance provided by the FCA and PRA, firms should have regard to the following when assessing fitness and propriety:
- Honesty, integrity and reputation
- Financial soundness
- Competence and capability
In order tocomply with the requirements of the Certification Regime, Citi entities must take reasonable care to ensure that an employee does not perform a Certified Role without first being certified as Fit and Proper. For this reason, you will be assessed for this role against the Fit and Proper requirements, as described above.
This assessment will be carried out through extensive interviews, self-disclosures, permitted criminal record checks, regulated reference checks, credit checks and other background screening checks.’
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Job Family Group:
Private Client Coverage------------------------------------------------------
Job Family:
Private Banker Support------------------------------------------------------
Time Type:
Full time------------------------------------------------------
Most Relevant Skills
Please see the requirements listed above.------------------------------------------------------
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.------------------------------------------------------
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View Citi’s EEO Policy Statement and the Know Your Rights poster.