Avp, Senior Associate Banker

1 day ago


Singapore Citigroup Full time

At Citi, we get to connect millions of people across hundreds of cities and countries every day. And we've been doing it for more than 200 years. We do this through our unparalleled global network. We provide a broad range of financial services and products to our clients - whether they be consumers, corporations, governments or institutions - to help them meet their biggest opportunities and face the world's toughest challenges.

**Shape your Career with Citi**

**Citi Private Bank (CPB)** is dedicated to serving the world’s wealthiest individuals and their families. From 52 locations across 20 countries, we offer our services to more than 14,000 ultra-high net worth clients from nearly 100 nations. Our clients include entrepreneurs, business leaders, executives, their heirs and families, whom we offer customized services to help protect and responsibly grow their wealth.

We’re currently looking for a high caliber professional to join our team as an AVP, Senior Associate Banker (China Team), based in Singapore. Being part of our team means that we’ll provide you with the resources to meet your unique needs, empower you to make healthy decision and manage your financial well-being to help plan for your future. For instance:

- Citi provides programs and services for your physical and mental well-being including access to telehealth options, health advocates, confidential counseling and more. Coverage varies by country.
- Citi provides access to an array of learning and development resources to help broaden and deepen your skills and knowledge as your career progresses.
- We have a variety of programs that help employees balance their work and life, including generous paid time off packages.

**In this role, you’re expected to**:

- 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
- At least 5-8 years of experience
- CACS 1 and 2 required
- 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 experienceJob 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.

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