Associate Banker
1 month ago
Citi is a global bank with a rich history of over 200 years. We provide a wide range of financial services and products to our clients, helping them meet their biggest opportunities and face the world's toughest challenges.
Job SummaryWe are seeking a highly skilled Associate Banker to join our UHNW China Team in Hong Kong. As a key member of our team, you will provide exceptional service support to our clients, including solving complex client inquiries and providing day-to-day support to our Bankers.
Key Responsibilities- Provide complete service support to clients, including solving complex client inquiries
- Provide day-to-day support to Bankers 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 Bankers in profiling, qualifying, and converting prospects into Citi Private Bank clients
- Assist Bankers in deepening existing client relationships through deep-dive analysis
- Assist Bankers in creating sales and marketing strategies designed to generate revenue growth and acquire new target clients, with a focus on investments
- Assist Bankers 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 Bankers
- Ensure appropriate documentation related to KYC/AML from clients and ensure all aspects of client records and documentation are completed and updated
- 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
- Bachelor's/University degree or equivalent experience
- 2-5 years of relevant experience
- Knowledge of investments is required, banking and credit products desirable
- Ability to manage relationships both internal and external
- Ability to multi-task
- HKSI 1,7,8 preferred
Citi is a global company with a diverse workforce of over 230,000 people from around the world. We offer a range of benefits and opportunities for career growth and development. If you are a motivated and experienced professional looking for a new challenge, we encourage you to apply for this role.
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