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Associate Banker

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Citi

5d ago

  • Internship
    Full-time
    Off-cycle Internship
  • Sales & Business Development
    Banking & Finance
  • Frankfurt
  • 9d left

AI generated summary

  • You need relevant experience, knowledge of investments, relationship management skills, the ability to multitask, and a high school diploma or equivalent.
  • You will support client inquiries, assist in documentation, organize meetings, deepen client relationships, aid in prospecting, track revenue, ensure KYC/AML compliance, and uphold risk management standards.

Requirements

  • Previous relevant experience preferred
  • Knowledge of investments is required; banking and credit products desirable
  • Ability to manage relationships both internal and external; Ability to multi-task
  • High School diploma or equivalent

Responsibilities

  • 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.

FAQs

What is the job title for this position?

The job title for this position is Associate Banker.

Where is the location of the Associate Banker position?

The location of the Associate Banker position is Frankfurt.

What is the closing date for applications?

The closing date for applications is Sunday, 27th April 2025.

What kind of experience is preferred for this role?

Previous relevant experience is preferred for this role.

Is knowledge of investments required for the Associate Banker position?

Yes, knowledge of investments is required; banking and credit products are also desirable.

What kind of support will the Associate Banker provide to the Banker?

The Associate Banker will provide day-to-day support on documentation, assist in client meetings, deepen client relationships, and help with sales and marketing strategies.

What is the minimum education requirement for this position?

The minimum education requirement for this position is a high school diploma or equivalent.

What kind of role is this position classified as?

This role is classified as a "Controlled Function" role as defined by the Central Bank of Ireland Reform Act.

Is this position full-time or part-time?

This position is full-time.

Does Citi offer equal employment opportunities?

Yes, Citi is an equal opportunity and affirmative action employer, and qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

Finance
Industry
10,001+
Employees
1998
Founded Year

Mission & Purpose

Citigroup Inc. or Citi is an American multinational investment bank and financial services corporation headquartered in New York City. Citi's operation is to provide financial services that enable growth and economic progress. Core activities are safeguarding assets, lending money, making payments and accessing the capital markets.

Benefits

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  • Be well, take time off

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  • Support Your Community

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