Associate Banker - Vice President

Citibank (Switzerland) Ag; São Paulo; Híbrido; BRL 120.000 - 160.000; Tempo integral

Resumo da oferta

A leading global bank is seeking an Associate Banker – Vice President in São Paulo, Brazil. This role entails providing comprehensive support to clients and assisting in managing client relationships. The ideal candidate will have 6-10 years of experience, particularly a strong knowledge of investments, alongside excellent communication skills. The position is full-time and offers a hybrid work mode, ideal for professionals looking to advance their careers in private banking.

Qualificações

• 6-10 years of experience in a related field.
• Experience with banking and credit products is desirable.
• Demonstrated developed communication and diplomacy skills.

Responsabilidades

• Provide complete service support to clients, including complex inquiries.
• Assist the Banker in deepening existing client relationships.
• Generate leads and develop prospects for new clients.

Conhecimentos

Knowledge of investments

Relationship management

Ability to multi-task

Formação académica

Bachelor's / University degree

Master's degree

Descrição da oferta de emprego

Associate Banker – Vice President

Associate Banker - Vice President page is loaded Associate Banker - Vice Presidentremote type : Hybridlocations : Sao Paulo Sao Paulo Braziltime type : Full timeposted on : Posted Todaytime left to apply : End Date : December 17, (4 days left to apply)job requisition id : The Associate Banker is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business.

Recognized technical authority for an area within the business.

Requires basic commercial awareness.There are typically multiple people within the business that provide the same level of subject matter expertise.

Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and external customers.

Significant impact on the area through complex deliverables.

Provides advice and counsel related to the technology or operations of the business.

Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function / job family.

Regularly assumes informal / formal leadership role within teams.

Involved in coaching and training of new recruits.

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

6-10 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, Master's degree preferred 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* *.