Senior Client Associate

Citigroup Inc.; Genf; On-site; CHF 120,000 - 180,000; Full time

Job summary

Citigroup Inc. in Geneva, Switzerland, seeks a Senior Client Associate to support Citi Private Bank clients with comprehensive service delivery and account operational tasks.

You will help profile and convert prospects, deepen client relationships, and contribute to revenue growth through strategic support in investments. The role requires strong regulatory awareness, a background in banking or finance, and the ability to manage complex client workflows across teams.

Qualifications

• 5–8 years of experience in client services or banking.
• Knowledge of investments is required; banking and credit products desirable.
• Ability to manage internal and external relationships and prioritize.
• Bachelor's/University degree or equivalent experience.

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.
• Organize pre-call planning and post-meeting notes for client/prospect meetings.
• Assist the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients.
• Assist the Banker in deepening existing client relationships through analysis.
• Assist the Banker in creating sales and marketing strategies to generate revenue growth, focusing on Investments.
• Assist the Banker with prospecting and developing new client leads, network to identify referrals.
• Provide revenue tracking and deal pipeline reports to the Banker.
• Ensure documentation related to KYC/ AML is complete and up to date.
• Assess risk in business decisions, upholding the firm’s reputation and compliance.

Skills

Investment knowledge

Relationship management

Communication

Prioritization

Education

Bachelor's degree

Job description

The 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.’

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.

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