Senior Private Banking Associate

Citi; Singapore; On-site; SGD 90,000 - 160,000; Full time

Job summary

Citi in Singapore seeks an Associate Banker Senior to deliver high-touch support to ultra-high-net-worth clients, assisting bankers with account openings, documentation, client meetings, and profiling prospects to deepen relationships.

With 5–8 years of experience and knowledge of investments, you will help design sales strategies, track revenue, ensure KYC/AML compliance, and coordinate cross-functional teams across Citi to protect and grow client assets.

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.

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.

Skills

Investments knowledge

Relationship management

Prioritization

Education

Bachelor's degree

Job description

Citi in Singapore seeks an Associate Banker Senior to deliver high-touch support to ultra-high-net-worth clients, assisting bankers with account openings, documentation, client meetings, and profiling prospects to deepen relationships.

With 5–8 years of experience and knowledge of investments, you will help design sales strategies, track revenue, ensure KYC/AML compliance, and coordinate cross-functional teams across Citi to protect and grow client assets.