Private Banking Client Associate

Citi; Genf; Vor Ort; CHF 90.000 - 110.000; Vollzeit

Zusammenfassung

Citi is seeking a Client Associate in Switzerland to support Private Banker activities, manage client relationships, and help drive revenue growth with a focus on Investments. You will help with account opening and closing, documentation, and profiling prospects.

The role requires 0-2 years of relevant experience and a Bachelor's degree; knowledge of investments is essential and banking products are a plus. This is a full-time position within Citi's Private Client Coverage team.

Qualifikationen

• 0-2 years relevant experience
• Knowledge of investments is required; banking and credit products desirable
• Ability to manage relationships both internal and external; Ability to prioritize
• 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 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.

Kenntnisse

Investments knowledge

Relationship management

Prioritization

Ausbildung

Bachelor's degree

Jobbeschreibung

Citi is seeking a Client Associate in Switzerland to support Private Banker activities, manage client relationships, and help drive revenue growth with a focus on Investments. You will help with account opening and closing, documentation, and profiling prospects.

The role requires 0-2 years of relevant experience and a Bachelor's degree; knowledge of investments is essential and banking products are a plus. This is a full-time position within Citi's Private Client Coverage team.