Senior Private Banking Client Advisor

Citi; Genf; Vor Ort; CHF 90.000 - 130.000; Vollzeit

Zusammenfassung

Citi in Geneva is seeking a Senior Client Associate to deliver comprehensive service to private clients, assist bankers with documentation, account openings and loan disbursements, and keep accurate call records.

You will help profile and qualify prospects, deepen relationships through analysis, and contribute to sales and marketing initiatives with a focus on investments, while ensuring regulatory compliance.

Qualifikationen

• 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.

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

5-8 years exp

Investments knowledge

Relationship management

Prioritization

Ausbildung

Bachelor’s degree

Jobbeschreibung

Citi in Geneva is seeking a Senior Client Associate to deliver comprehensive service to private clients, assist bankers with documentation, account openings and loan disbursements, and keep accurate call records.

You will help profile and qualify prospects, deepen relationships through analysis, and contribute to sales and marketing initiatives with a focus on investments, while ensuring regulatory compliance.