Senior Private Banking Associate

Citigroup Inc.

Singapore

On-site

SGD 90,000 - 120,000

Full time

11 days ago

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Job summary

Citi Private Bank in Singapore seeks an Associate Banker Senior to deliver premier client service and support investment-related activities. The role involves client documentation, profiling prospects, and deepening relationships while coordinating sales strategies.

Strong communication and analytical skills are essential to navigate complex inquiries and ensure compliance. As part of Citi Private Bank, you will support bankers across the client lifecycle, drive revenue growth, and participate

Qualifications

  • 5-8 years of experience.
  • Passed CACS Paper 1 & 2.
  • Knowledge of investments; banking and credit products desirable.
  • Ability to manage relationships and 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, post-meeting notes, and maintain 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 analysis.
  • Contribute to sales and marketing strategies to generate revenue growth and acquire new target clients.
  • Prospect research, generate leads, develop prospects, and coordinate client events.
  • Provide revenue tracking and deal pipeline reports to the Banker.
  • Ensure KYC/ AML documentation is complete and updated.
  • Assess risk and ensure compliance with laws and firm policies.

Skills

Communication
Diplomacy
Analytical skills
Relationship management

Education

Bachelor's degree or equivalent experience

Job description

Citi Private Bank in Singapore seeks an Associate Banker Senior to deliver premier client service and support investment-related activities. The role involves client documentation, profiling prospects, and deepening relationships while coordinating sales strategies.

Strong communication and analytical skills are essential to navigate complex inquiries and ensure compliance. As part of Citi Private Bank, you will support bankers across the client lifecycle, drive revenue growth, and participate

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