Associate Banker (UAE Nationals Only)

Citi; New York (NY); On-site; USD 60,000 - 80,000; Full time

Job summary

Citi is seeking an Associate Banker in New York to assist in developing sales and marketing strategies, support client relationships, and ensure compliance with relevant banking laws. The ideal candidate will have 0-2 years of relevant experience and a background in investments.

This role involves deepening client relationships through research, maintaining records of interactions, and providing day-to-day documentation support. Knowledge of banking products is desirable, and AMFI or NSFI certifications are preferred.

Qualifications

• 0-2 years relevant experience.
• Knowledge of investments is required; banking and credit products desirable.
• Certifications like AMFI or NSFI preferred.

Responsibilities

• Assist the Banker in creating sales and marketing strategies.
• Conduct client/prospect research and generate leads.
• Organize client meetings and maintain call records.
• Provide support on documentation including account openings and closings.
• Ensure accurate revenue tracking and reporting.

Skills

Knowledge of investments

Ability to manage relationships

Ability to multi-task

Education

Bachelor's/University degree or equivalent experience

Tools

AMFI certification

NSFI certification

Job description

Associate Banker (UAE Nationals Only)

Job Overview

The Associate Banker 2 is a developing professional role. Applies specialty area knowledge in monitoring, assessing, analyzing and/or evaluating processes and data. Identifies policy gaps and formulates policies. Interprets data and makes recommendations. Researches and interprets factual information. Identifies inconsistencies in data or results, defines business issues and formulates recommendations on policies, procedures or practices. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team.

Responsibilities

• 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
• Assist the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients.
• Client/prospect meetings - organize the pre-call planning, organize post-meeting notes, and maintain all client call records including call reports
• Assist the Banker in deepening the existing client relationship through deep-dive analysis
• Provide accurate and timely revenue tracking and deal pipeline reports and other relevant information to the Banker
• Provide day to day support to Banker on documentation such as account opening and closing, loan disbursals, etc.
• Provide complete service support to client, including solving complex client inquiries
• 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.

Qualifications

• 0-2 years relevant experience
• Knowledge of investments is required; banking and credit products desirable
• Ability to manage relationships both internal and external; ability to multi-task
• AMFI, NSFI certifications preferred

Education

• Bachelor's/University degree or equivalent experience

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.

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