Associate Banker

The Associate Banker will provide excellent client service in partnership with the Private Bankers to Ultra High Net Worth Individuals (UHNWI), leveraging a strong investment and product experience, transaction management and ensuring compliance with all aspects of reporting and regulatory requirements. The successful candidate will join the dynamic ITA team in London, as Associate Banker for Africa.

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 world’s 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. 

Key Responsibilities

Provide excellent client experience

• Exceed client expectations by thoroughly understanding their problems and providing creative solutions.
• Support the Private Bankers with prospecting and deepening of existing client activities and maintain close contact with clients to develop comprehensive understanding of client needs.
• Assist in executing specific account strategies, proposing solutions and negotiating standard transactions.
• Support the Private Bankers by working closely with clients and product specialists, transaction support, On-Boarding and Client Services teams to implement client decisions and ensure effective after-sales follow-up.

Secure Compliance & Processing

Ensure compliance with all legal and regulatory requirements.

• Appropriately assess risk when making business decisions and servicing clients, escalating, managing and reporting any risk or control issues.
• Maintain highest standards of confidentiality and trustworthiness in handling sensitive client information.
• Identify ways to streamline internal processes for greater efficiency.
• Monitor and adapt to changes in business processes and policies.

Knowledge/Experience:

• Proven experience in private banking support roles and in dealing directly with clients
• Extensive knowledge of CPB banking systems, platforms and capabilities.

Skills:

• Dedicated and highly adaptable with strong analytical and communication (written and verbal) skills.
• Ability to build effective working relationships with clients and across hierarchal levels and functions.
• Pro-active and driven with strong attention to detail and accuracy.
• Problem solving and adaptability skills.
• Ability to work under pressure, challenge status quo and continuously optimize processes and tasks within own area of responsibility.

Qualifications:

• Banking based background in front office, investments and transaction management.
• A sound understanding of processing within a complex systems environment.
• Bachelor/University degree, Master degree preferred.

Candidates applying for this role must be aware that it is a Certified Role, subject to the FCA and PRA Certification Regime. The Certification Regime is one element of the Individual Accountability Regime which came into effect on 7 March 2016.

Under the Certification Regime, Citi UK regulated entities (Citi entities) must ensure that employees working in certain roles categorised as specified significant harm functions (Certified Roles) are assessed as fit and proper to carry out their role.

Under the guidance provided by the FCA and PRA, firms should have regard to the following when assessing fitness and propriety: 

• Honesty, integrity and reputation 

• Financial soundness 

• Competence and capability 

In order to comply with the requirements of the Certification Regime, Citi entities must take reasonable care to ensure that an employee does not perform a Certified Role without first being certified as Fit and Proper. For this reason, you will be assessed for this role against the Fit and Proper requirements, as described above. 

This assessment will be carried out through extensive interviews, self-disclosures, permitted criminal record checks, regulated reference checks, credit checks and other background screening check.

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Job Family Group:

Private Client Coverage

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Job Family:

Private Banker Support

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Time Type:

Full time

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

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 .

View Citi’s EEO Policy Statement and the Know Your Rights poster.