Capital Markets Advisor – Corporate Banking

Citibank (Switzerland) AG; New York (NY); On-site; Confidential; Full time

Job summary

Citigroup's Citi unit in New York seeks a Relationship Associate in Corporate Banking to support capital markets transactions and strategic advisory services for Financial Institutions. You will assist in relationship reviews, credit origination, and client portfolios while coordinating with Institutional Banking teams.

The role requires 5–8 years of experience and a Finance-related Bachelor's degree, with strong credit skills, client focus, and analytical ability.

Qualifications

• 5-8 years of experience.
• Bachelor’s degree in Finance or closely related areas of Business Administration.
• Credit skills/experience (i.e., financial accounting, commercial lending theories, industry awareness, loan structuring, etc.) preferred.
• Proven ability to learn and exert sound judgment.
• Ability to be client focused and results oriented.
• Consistently demonstrate follow-up and organizational skills.
• Consistently demonstrate clear and concise written and verbal communication.
• Proven planning, negotiation and analytical skills.
• Consistently demonstrate a professional attitude.

Responsibilities

• Build relationships with various internal and external audiences to ensure timely problem resolutions and to provide support for a range of audience needs and services.
• Perform financial and operational investigations, including credit, foreign exchange, cash management and trade services, ensuring timely resolution and client satisfaction.
• Assist Banker with the preparation of relationship reviews and client portfolios.
• Partner with Product Partners and Relationship Managers to perform various activities for Know Your Client (KYC) requirements, including timely origination, monitoring, renewals and completion across all product and marketing levels.
• Facilitate credit originations, credit allocation, approvals, documentation, bookings, fee collections and renewals for Standby Letters of Credit and justify exceptions, as well as credit allocation from Parent Account Management teams and Credit Risk Management.
• Identify revenue opportunities, position certain products with clients and monitor billing and service queries, as well as correct mapping/marketing hierarchies in Citi Investment Strategies (CIS) to ensure revenues earned from all products are appropriately reflected.
• Represent banking coverage team in client meetings.
• Assist with Banker activities in the absence of Banker, including making decisions and assisting in closing transactions, as needed.
• 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.

Skills

Credit skills/experience

Client focus

Communication skills

Analytical skills

Negotiation skills

Education

Bachelor's degree in Finance or closely related areas of Business Administration

Job description

Citigroup's Citi unit in New York seeks a Relationship Associate in Corporate Banking to support capital markets transactions and strategic advisory services for Financial Institutions. You will assist in relationship reviews, credit origination, and client portfolios while coordinating with Institutional Banking teams.

The role requires 5–8 years of experience and a Finance-related Bachelor's degree, with strong credit skills, client focus, and analytical ability.