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25911591 Associate Banker Lead

25911591 Associate Banker Lead

CITICORP INVESTMENT BANK (SINGAPORE) LIMITEDD01 Cecil, Marina, People’s Park, Raffles Place, SG
23 hours ago
Job description

Roles & Responsibilities

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.

Shape your Career with Citi

Citi Private Bank (CPB) is dedicated to serving the world’s wealthiest individuals and their families. From 52 locations across 20 countries, we offer our services to more than 14,000 ultra-high net worth clients from nearly 100 nations. Our clients include entrepreneurs, business leaders, executives, their heirs and families, whom we offer customized services to help protect and responsibly grow their wealth.

We’re currently looking for a high caliber professional to join our team as an Associate Banker Lead, based in Singapore. The Associate Banker Lead is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. 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. For instance :

  • Citi provides programs and services for your physical and mental well-being including access to telehealth options, health advocates, confidential counseling and more. Coverage varies by country.
  • Citi provides access to an array of learning and development resources to help broaden and deepen your skills and knowledge as your career progresses.
  • We have a variety of programs that help employees balance their work and life, including generous paid time off packages.

In this role, you’re expected to :

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

  • At least 8-10 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 https : / / jobs.citi.com / dei

    Tell employers what skills you have

    Ability to Multitask

    Account Management

    Sales

    Referrals

    Investments

    Wealth

    Private Banking

    Transparency

    Marketing

    Strategy

    Compliance

    Revenue Growth

    Banking

    AML

    Customer Satisfaction

    Wellbeing

    Financial Services

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    25911591 Banker Lead • D01 Cecil, Marina, People’s Park, Raffles Place, SG

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