Senior Private Banking Associate — UHNW Client Relationships

Citigroup Inc.

Singapore

On-site

SGD 110,000 - 170,000

Full time

5 days ago
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Job summary

Citi Private Bank is seeking an Associate Banker Senior to provide high-touch support to private clients across Singapore. You will assist bankers with client onboarding, documentation, and prospecting while coordinating meetings and events.

You will deepen client relationships through in-depth analysis, develop investment-focused sales strategies, and ensure KYC/AML compliance. A strong emphasis on risk controls and professional communication is required.

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 clients, including solving complex client inquiries.
  • Support the Banker with documentation such as account opening and loan disbursals.
  • Organize 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 client relationships through deep-dive analysis.
  • Create sales and marketing strategies to generate revenue growth focusing on Investments.
  • Prospect for new clients, generate leads, and coordinate client events.
  • Provide revenue tracking and deal pipeline reports to the Banker.
  • Ensure KYC/ AML documentation is complete and up to date.
  • Assess risk and ensure compliance with laws, policies and ethical standards

Skills

Investments knowledge
Banking products
Credit products
Relationship management
Prioritization

Education

Bachelor's degree

Job description

Citi Private Bank is seeking an Associate Banker Senior to provide high-touch support to private clients across Singapore. You will assist bankers with client onboarding, documentation, and prospecting while coordinating meetings and events.

You will deepen client relationships through in-depth analysis, develop investment-focused sales strategies, and ensure KYC/AML compliance. A strong emphasis on risk controls and professional communication is required.

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