Associate Banker - Private Bank

Citi; Singapore; On-site; SGD 90,000 - 150,000; Full time

Job summary

Citi Singapore invites applications for a Senior Associate Banker. Based in Singapore, you will support private client activities, manage client inquiries, and coordinate documentation and prospecting efforts to grow Citi’s private banking relationships.

The role emphasizes investments, risk-aware decisions, and collaborative work with relationship managers. You will participate in profiling prospects, deepening existing client relationships, and helping craft sales strategies.

Qualifications

• 5–8 years of experience in private client banking or related finance sectors.
• CACS 1 and 2 certifications required.
• Knowledge of investments and banking products is preferred.

Responsibilities

• Provide complete service support to clients, including solving complex inquiries.
• Support Banker with documentation such as account openings and loan disbursals.
• Organize client/prospect meetings and maintain call records.
• Assist in profiling, qualifying and converting prospects into Citi Private Bank clients.
• Deepen client relationships through in-depth analysis and insights.
• Contribute to sales/marketing strategies focused on investments to drive revenue.
• Prospect new clients, generate leads and coordinate client events.
• Provide revenue tracking and deal-pipeline reporting to the Banker.
• Ensure KYC/AML documentation is complete and up to date.
• Assess risk and ensure compliance with laws and Citi policies.

Skills

Client relationship management

Investments knowledge

Banking product understanding

Communications skills

Multi-tasking

Education

Bachelor's degree or equivalent

Job description

At Citi, we get to connect millions of people across hundreds of cities and countries every day. And we've been doing it for more than 200 years. We do this through our unparalleled global network. We provide a broad range of financial services and products to our clients – whether they be consumers, corporations, governments or institutions – to help them meet their biggest opportunities and face the world's toughest challenges.

We’re currently looking for a high caliber professional to join our team as a Senior Associate Banker, based in Singapore. Being part of our team means that we’ll provide you with the resources to meet your unique needs, empower you to make healthy decision and manage your financial well-being to help plan for your future. For instance:

• Citi provides programs and services for your physical and mental well-being including access to telehealth options, health advocates, confidential counseling and more. Coverage varies by country.
• Citi provides access to an array of learning and development resources to help broaden and deepen your skills and knowledge as your career progresses.
• We have a variety of programs that help employees balance their work and life, including generous paid time off packages.

In this role, you’re expected to :

• 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.

As a successful candidate, you’d ideally have the following skills and exposure:

• At least 5-8 years of experience
• CACS 1 and 2 required
• Knowledge of investments is required; banking and credit products desirable
• Ability to manage relationships both internal and external; Ability to multi-task
• Bachelor's/University degree or equivalent experience

Working at Citi is far more than just a job. A career with us means joining a family of more than 230,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.

Job Family Group:

Private Client Coverage

Job Family:

Private Banker Support

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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