9 days old

Team Banker

Geneva, IL 60134
Citi Private Bank, one of the largest private banking businesses in the world, provides professional wealth management services for 26,000 clients globally, including a third of the worlds billionaires, operating in 60 offices in more than 30 countries.

Citi Private Bank offers unmatched global reach, coupled with a full range of portfolio management and investment advisory services, an array of structured lending and banking services, as well as expertise from Citi's Markets and Banking division.

Citi Private Bank is dedicated to helping clients meet their financial needs and goals. We serve them as a true financial partner and trusted advisor. Our experienced professionals serve the needs of wealthy families, individuals, and entrepreneurs.

The Team Banker will provide excellent client service in partnership with the Private Bankers of the Team.

The role works closely with clients, prospects and Private Bankers as well as all product partners, to provide a high level of sales and product experience and support the banker in all aspects of marketing, prospecting, presentation preparations, reporting and regulatory requirements.

Solid knowledge of bank products and regulatory requirements as well as excellent contact and communication skills are critical.

Citi Private Bank is growing its business in Switzerland and is therefore building the team to support this growth ambition. This role is based in Geneva for one of the teams of the Swiss and Monaco market region.

**Key Responsibilities:**

**_Provide excellent client experience_**

+ Partner with Private Bankers to develop comprehensive understanding of client needs and to assist the Private Bankers in formulating and executing specific account strategies, proposing solutions, and negotiating standard transactions.

+ Provide direct and indirect sales support to the Private Bankers through joint calls and work closely with product specialists to implement client decisions as well as ensuring after-sales follow-up.

+ Provide innovative support in marketing strategies, prepare client pitches, and assist in portfolio reviews.

+ Prepare and participate clients calls and meetings with relevant information gathering and presentations set-up.

+ Assist bankers to research potential target market clients and work with the Private Banker and business development team on strategies to convert these prospects.

+ Assisting the team with their various internal meetings and internal presentation preparations.

+ Coordinating for the team the various referral process (BCMA/CCB/Markets/DPI) and other products book-building lists.

**_Secure Compliance & Processing_**

+ Work with Private Bankers and clients, On-boarding team, Associate Bankers and Client Services team to facilitate account opening and completion of the mandatory documentation especially in KYC and AML.

+ Capture and maintain client information, assist in client relationship management, e.g. updating the pipeline, logging call reports.

+ Ensure compliance with all legal and regulatory requirements in line with the policies of the Private Bank and stay updated with changes in business processes and policies.

+ Appropriately assess risk when business decisions are made, demonstrating acute 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 behaviour, conduct and business practices, and escalating, managing and reporting control issues with transparency.


+ Proven experience working in a Private Banker support role with a high degree of direct client interaction

+ Demonstrates extensive knowledge of all CPB banking systems, platforms, and capabilities.

+ Proven experience in a front office environment dealing directly with clients.


+ Pro-active, initiative and driven.

+ Excellent communication skills, written and verbal.

+ Fluency in English and French.

+ Excellent relationship building skills (with clients, and across hierarchical levels and other functions).

+ Ability to cope with ambiguity & change high adaptability.

+ Ability to challenge status quo and continuously optimize processes and tasks in own area of responsibility


+ A professionally recognized banking-based background in front office, investments,

+ A sound understanding of processing within a complex systems environment

+ Graduate calibre


**Job Family Group:**

Private Client Coverage


**Job Family:**

Private Banker


**Time Type:**

Full time


Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Citigroup Inc. and its subsidiaries ("Citi) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review **Accessibility at Citi (https://www.citigroup.com/citi/accessibility/application-accessibility.htm)** .

View the "EEO is the Law (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/eeopost.pdf) " poster. View the EEO is the Law Supplement (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/OFCCP\_EEO\_Supplement\_Final\_JRF\_QA\_508c.pdf) .

View the EEO Policy Statement (http://citi.com/citi/diversity/assets/pdf/eeo\_aa\_policy.pdf) .

View the Pay Transparency Posting (https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp\_%20English\_formattedESQA508c.pdf)
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.


Posted: 2022-05-13 Expires: 2022-06-12

Before you go...

Our free job seeker tools include alerts for new jobs, saving your favorites, optimized job matching, and more! Just enter your email below.

Share this job:

Team Banker

Geneva, IL 60134

Join us to start saving your Favorite Jobs!

Sign In Create Account
Powered ByCareerCast