Wealth Management Client Services Associate

Citibank (Switzerland) AG; Singapore; Hybrid; Confidential; Full time

Job summary

Citibank (Switzerland) AG in Singapore seeks an Assistant Relationship Manager trainee to deliver wealth management services to Citigold and Citi Private clients with guidance from Banker teams.

You will support client transactions, investigations, and account maintenance while upholding audit and compliance standards; coordinate visits and build relationships with clients and referrals.

Qualifications

• Diploma or degree; professional experience welcomed.
• Strong problem solving and data analysis.
• Excellent written and verbal communication; client-facing experience.
• Knowledge of investments, banking, and credit products.

Responsibilities

• Deliver wealth management services to Citigold and Citi Private clients with guidance from the Banker teams.
• Manage and execute client transactions with respect to banking, credit and investment products; ensure compliance.
• Take ownership of client investigations and collaborate with operations to resolve.
• Coordinate account maintenance and reporting on WINS including updates and fees.
• Enforce banking policies and procedures to maintain client satisfaction.
• Proactively arrange and participate in client visits and perform service quality check-ins.
• Obtain banker/client appointments to build or establish relationships.
• Identify and document new business opportunities for referral to banker or product specialist.
• Perform responsibilities through Citi applications and participate in process improvements.
• Assess risk and ensure compliance with laws and regulations; safeguard Citi and clients.

Skills

Multi-tasking

Organizational skills

Analytical skills

Verbal communication

Written communication

Client facing

Education

Diploma or Bachelor's degree

Tools

Citi applications

Job description

Citibank (Switzerland) AG in Singapore seeks an Assistant Relationship Manager trainee to deliver wealth management services to Citigold and Citi Private clients with guidance from Banker teams.

You will support client transactions, investigations, and account maintenance while upholding audit and compliance standards; coordinate visits and build relationships with clients and referrals.