Senior Private Banker Associate — Wealth Growth

Citigroup Inc.; Singapore; On-site; SGD 60,000 - 100,000; Full time

Job summary

Citi Private Bank in Singapore seeks an Associate Banker Support to provide complete service support to clients, assist bankers with documentation, and help deepen client relationships.

You will organize client/prospect meetings, assist in profiling and qualifying prospects, and contribute to revenue growth with a focus on investments while ensuring KYC/AML compliance and risk controls.

Qualifications

• 5-8 years of experience in banking or wealth management.
• Knowledge of investments is required; banking and credit products desirable.
• Ability to manage relationships with internal and external stakeholders; prioritize effectively.

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, post-meeting notes, and maintain all client call records.
• 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.

Skills

Investments knowledge

Relationship management

Analytical skills

Communication skills

Education

Bachelor's degree

Job description

Citi Private Bank in Singapore seeks an Associate Banker Support to provide complete service support to clients, assist bankers with documentation, and help deepen client relationships.

You will organize client/prospect meetings, assist in profiling and qualifying prospects, and contribute to revenue growth with a focus on investments while ensuring KYC/AML compliance and risk controls.