Associate Banker - Private Bank

Citi; New York (NY); On-site; USD 70,000 - 100,000; Full time

Job summary

Citi is seeking a highly skilled Associate Banker for its Private Bank team in New York, NY, to support clients through comprehensive service and relationship management. The ideal candidate will have 5-8 years of experience, preferably with certifications in CACS 1 and 2.

Key responsibilities include providing support for documentation, client meetings, and developing investment strategies. This full-time position offers an excellent opportunity for professional growth within a major financial institution.

Qualifications

• At least 5-8 years of experience in banking or finance.
• CACS 1 and 2 certifications are required.
• Desirable knowledge of banking and credit products.

Responsibilities

• Provide complete service support to clients.
• Assist in client/prospect meetings and documentation.
• Conduct client research and generate leads.

Skills

Client service support

Problem-solving

Relationship management

Multi-tasking

Knowledge of investments

Education

Bachelor's/University degree

Job description

Associate Banker - Private Bank

Job Req Id: 25909483

Location(s): Singapore, Singapore, Singapore

Job Type: On-Site/Resident

Posted: Sep. 19, 2025

Job Overview

At Citi, we get to connect millions of people across hundreds of cities and countries every day. And we've been doing it for more than 200 years. We do this through our unparalleled global network. We provide a broad range of financial services and products to our clients – whether they be consumers, corporations, governments or institutions – to help them meet their biggest opportunities and face the world's toughest challenges.

We’re currently looking for a high caliber professional to join our team as a Senior Associate Banker, based in Singapore. Being part of our team means that we’ll provide you with the resources to meet your unique needs, empower you to make healthy decision and manage your financial well-being to help plan for your future.

In this role, you’re expected to :

• 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
• 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.

As a successful candidate, you’d ideally have the following skills and exposure:

• At least 5-8 years of experience
• CACS 1 and 2 required
• Knowledge of investments is required; banking and credit products desirable
• Ability to manage relationships both internal and external; Ability to multi-task
• Bachelor's/University degree or equivalent experience

Working at Citi is far more than just a job. A career with us means joining a family of more than 230,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact. Take the next step in your career, apply for this role at Citi today.

Job Family Group: Private Client Coverage

Job Family: Private Banker Support

Time Type: Time Type: Full Time

Most Relevant Skills

Please see the requirements listed above.

Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.

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