The Associate Banker will provide excellent client service in partnership with the Bankers.

The role offers significant growth opportunities, enhancing expertise in managing Wealth at Work clients, while gaining advanced knowledge in financial products and services and regulatory requirements.

The role provides a unique opportunity to be part of a dynamic team and learn from experienced and successful bankers and investment advisors.

Key Responsibilities

Provide excellent client experience

• Exceed client expectations by thoroughly understanding their problems and providing creative solutions.
• Partner with Bankers and maintain close contact with clients to develop comprehensive understanding of client needs.
• Support the Bankers with prospecting activities and deepening of existing client relationships.
• Provide sales support to the Bankers and work closely with product specialists and transaction support teams to implement client decisions and ensure effective after-sales follow-up.
• Work with On-Boarding and Client Services teams to facilitate account opening, transactions, cash management, account maintenance, investments and liaise with clients to ensure the completion of required documentation.

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.

Experience & Qualifications:

• Bachelor's/University degree or equivalent experience
• Experience in a front office environment dealing directly with clients
• A sound understanding of processing within a complex systems environment
• Knowledge of Investments, banking and credit products
• Ability to manage relationships both internal and external. Ability to multi-task

Skills:

• Strong analytical and communication (written and verbal) skills
• Pro-active and driven with the initiative to identify and solve problems
• Ability to work under pressure and adapt to ambiguity & change
• Ability to challenge status quo and continuously optimize processes and tasks within own area of responsibility
• Attention to detail and accuracy

We work hard to have a positive financial and social impact on the communities we serve. In turn, we put our employees first and provide the best-in-class benefits they need to be well, live well and save well.

By joining Citi London, you will not only be part of a business casual workplace with a hybrid working model (up to 2 days working at home per week), but also receive a competitive base salary (which is annually reviewed), and enjoy a whole host of additional benefits such as:

• · Generous holiday allowance starting at 27 days plus bank holidays; increasing with tenure
• · A discretional annual performance related bonus
• · Private medical insurance packages to suit your personal circumstances
• · Employee Assistance Program
• · Pension Plan
• · Paid Parental Leave
• · Special discounts for employees, family, and friends
• · Access to an array of learning and development resources

Alongside these benefits Citi is committed to ensuring our workplace is where everyone feels comfortable coming to work as their whole self every day. We want the best talent around the world to be energized to join us, motivated to stay, and empowered to thrive.

Sounds like Citi has everything you need? Then apply to discover the true extent of your capabilities.

This Role is a “Controlled Function” Role as defined by the Central Bank of Ireland Reform Act 2010 and Principal Regulations 2011, and amending Regulations 2014, 2015.

Candidates applying for this role must be aware that it is a Certified Role, subject to the FCA and PRA Certification Regime. 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.