Hybrid Private Banking Client Associate

Citibank (Switzerland) AG; Genf; Hybrid; CHF 65.000 - 90.000; Vollzeit

Zusammenfassung

Citibank (Switzerland) AG in Geneva seeks a Client Associate to support client service, documentation, and prospect engagements. You will help bankers profile and convert prospects, deepen client relationships, and contribute to revenue growth with a focus on investments.

The role requires 0-2 years of relevant experience, knowledge of investments, and a university degree. It is a hybrid position in Geneva with compliance and certification regime considerations.

Qualifikationen

• Knowledge of investments; banking and credit products desirable.
• Ability to manage relationships both internal and external; prioritize effectively.
• Bachelor's/University degree or equivalent experience.

Aufgaben

• 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 pre-call planning, post-meeting notes, and maintain client records.
• Assist the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients.
• Assist the Banker in deepening existing client relationships through deep-dive analysis.
• Assist the Banker in creating sales and marketing strategies to generate revenue growth and acquire new clients, focusing on Investments.
• Assist the Banker with prospecting - research, leads, referrals, and coordinating client events.
• Provide revenue tracking and deal pipeline reports to the Banker.
• Ensure KYC/ AML documentation is complete and updated; manage risk and compliance.

Kenntnisse

Knowledge of investments

Relationship management

Prioritization

Ausbildung

Bachelor's/University degree or equivalent

Jobbeschreibung

Citibank (Switzerland) AG in Geneva seeks a Client Associate to support client service, documentation, and prospect engagements. You will help bankers profile and convert prospects, deepen client relationships, and contribute to revenue growth with a focus on investments.

The role requires 0-2 years of relevant experience, knowledge of investments, and a university degree. It is a hybrid position in Geneva with compliance and certification regime considerations.