Senior Client Associate

Citibank (Switzerland) AG; Genf; Hybrid; CHF 120.000 - 170.000; Vollzeit

Zusammenfassung

Citibank (Switzerland) AG in Geneva is seeking a Senior Client Associate to provide comprehensive client and banker support, manage documentation, plan client meetings, and help convert prospects into Citi Private Bank clients.

The role emphasizes deep client relationships, in-depth analyses, and aiding in the development of sales strategies, with 5-8 years’ experience and investment knowledge required. Hybrid work model in Geneva, Switzerland.

Qualifikationen

• 5-8 years of experience in client services or private banking.
• Knowledge of investments is required; banking and credit products desirable.
• Certification regime fitness and propriety considerations must be understood per FCA/PRA guidelines.

Aufgaben

• Provide complete service support to client, including solving complex inquiries.
• Assist bankers with account opening, closing, and loan disbursal documentation.
• Organize client/prospect meetings and maintain call records and notes.
• Assist bankers in profiling, qualifying and converting prospects into Citi Private Bank clients.
• Deepen existing client relationships through in-depth analyses and cross-sell strategies (investments).
• Support prospecting: research, generating leads, and coordinating client events.
• Provide revenue tracking and deal pipeline data to bankers.
• Ensure KYC/AML documentation is complete and up to date; escalate control issues as needed.

Kenntnisse

Investment knowledge

Relationship management

Communication skills

Leadership

Prioritization

Ausbildung

Bachelor's degree or equivalent

Jobbeschreibung

## Senior Client AssociateApply: Hybrid: Geneva Switzerland: Full time: Posted Today: 26995378The Senior Client Associate is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits. Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual. **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:** * 5-8 years of 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 Candidates applying for this role must be aware that it is a Certified Role, subject to the FCA and PRA Certification Regime. The Certification Regime is one element of the Individual Accountability Regime which came into effect on 7 March 2016.Under the Certification Regime, Citi UK regulated entities (Citi entities) must ensure that employees working in certain roles categorised as specified significant harm functions (Certified Roles) are assessed as fit and proper to carry out their role.Under the guidance provided by the FCA and PRA, firms should have regard to the following when assessing fitness and propriety: • Honesty, integrity and reputation • Financial soundness • Competence and capability In order to comply with the requirements of the Certification Regime, Citi entities must take reasonable care to ensure that an employee does not perform a Certified Role without first being certified as Fit and Proper. For this reason, you will be assessed for this role against the Fit and Proper requirements, as described above.This assessment will be carried out through extensive interviews, self-disclosures, permitted criminal record checks, regulated reference checks, credit checks and other background screening checks.’