Wealth at Work Associate Banker

Citigroup Inc.; Greater London; On-site; GBP 50,000 - 70,000; Full time

Job summary

A leading global financial institution in the UK seeks an experienced Associate Banker to provide comprehensive support to clients and assist in financial documentation. The role requires strong communication skills and the ability to handle complex client inquiries. Ideal candidates will have a background in banking and investment knowledge. Employees enjoy a hybrid working model, competitive salary, and various benefits including generous holiday allowances and performance bonuses.

Benefits

Generous holiday allowance starting at 27 days plus bank holidays

Discretionary annual performance-related bonus

Private medical insurance packages

Employee Assistance Program

Pension Plan

Paid Parental Leave

Special discounts for employees, family, and friends

Access to learning and development resources

Qualifications

• Strong communication and diplomacy skills are required.
• Ability to multi-task in a complex systems environment.
• Experience in client support and documentation.

Responsibilities

• Provide complete service support to clients, addressing complex inquiries.
• Document and support Banker on various financial activities.
• Organize pre-call planning and maintain client call records.
• Assist in strategies for revenue growth and client acquisition.

Skills

Knowledge of investments

Banking and credit products

Ability to manage relationships

Analytical skills

Education

Bachelor's/University degree or equivalent experience

Job description

The Associate Banker is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and workflow 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_alignment within the function and overall business.

Evaluates moderately complex and variable issues with substantial potential impact საქმე where the development of an approach or taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills to filter, prioritise 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 the area of specialization. The 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 with a commitment to excellent client service.
• Provide day‑to‑day support to Banker on documentation such as DIA opening and closing, loan disbursals, etc.
• Client/prospect meetings – Organise the pre‑call planning, organize post‑meeting notes, and maintain all client call records including call reports.
• 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, and coordinate client events.
• Work with internal partners to facilitate account opening, transaction processing, cash management, investments and identify ways to streamline internal processes for greater efficiency.
• Ensure appropriate documentation related to KYC/AML from the client and ensure all aspects of client records and documentation are completed and updated.

Qualifications

• Knowledge of investments, banking and credit products required.
• Ability to manage relationships both internal and external, and ability to multi‑task.
• A sound understanding of processing within a complex systems environment.

Education

• Bachelor's/University degree or equivalent experience.

We work hard to have a positive financial and social impact on the communities we serve. In turn, we put our employees first and provide the best‑in‑class benefits they need to be well, live well and save well.

By joining Citi London, you will not only be part of a business‑casual workplace with a hybrid working model (up to 2 days working at home per week), but also receive a competitive base salary (which is annually reviewed), and enjoy a host of additional benefits such as:

• Generous holiday allowance starting at 27 days plus bank holidays; increasing withwhole tenure.
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• Discretionary annualvić performance related bonus.
• Private medical insurance packages to suit your personal circumstances.
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• Employee Assistance Program.
• Pension Plan.
Paid Parental Leave. li>Special discounts for employees, family, and friends.
• Access to an array of learning and development resources.

Alongside these benefits, Citi is committed to ensuring our workplace is where everyone feels comfortable coming to work as their whole self every day. We want the best talent around the world to be energized to join us, motivated to stay, and empowered to thrive.

Sounds like Citi has everything you need? Then apply to discover the true extent of your capabilities.

This Role is a “Controlled Function” Role as defined by the Central Bank of Ireland Reform Act 2010 and Principal Regulations 2011, and amending Regulations 2014, 2015.

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 커March 2016.

Under the Certification Regime, Citi UK regulated entities (Citi entities) must ensure that employees working in certain roles categorized as specified significant harm functions (Certified Roles) are;;;;', assessed as fit and proper to carry out the 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...', n ទៅរ

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.

If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.

View Citi’s EEO Policy Statement and the Know Your Rights poster.