Investment Banking Associate

4 weeks ago


Singapore Citigroup Inc. Full time

About the Role:

The Private Banker Support Specialist will assist the Banker in creating sales and marketing strategies to generate revenue growth and acquire new target clients, focusing on Investments. This role requires a strong understanding of industry standards and practices, as well as analytical thinking and knowledge of data analysis tools and methodologies.

Key Responsibilities:

  • Assist the Banker in profiling, qualifying, and converting prospects into Citi Private Bank clients.
  • Client/prospect meetings - Organize pre-call planning, organize post-meeting notes, and maintain all client call records, including call reports.
  • Provide accurate and timely revenue tracking and deal pipeline reports and other relevant information to the Banker.
  • Provide day-to-day support to the Banker on documentation such as account opening and closing, loan disbursals, etc.
  • Ensure appropriate documentation related to KYC/AML from the client and ensure all aspects of client records and documentation are completed and updated.

Requirements:

  • 3-5 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.

Education:

  • Bachelor's/University degree or equivalent experience.

Job Family Group: Private Client Coverage

Job Family: Private Banker Support

Time Type:

Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.



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