• Job Description

  Req#: 23687772

  Job Title – Associate Banker

  Business – Citi Private Bank

  Division – Citi Global Wealth

  Officer title – AVP

  C-Grade – C12

  Location – Frankfurt

  Legal Entity – Citibank Europe PLC – Germany

  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.

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

  The role works closely with clients and Private Bankers to provide a high level of sales and product experience, transaction management and support the banker in all aspects of reporting and regulatory requirements. Solid knowledge of bank products, transaction management and regulatory requirements are required.

  Key Responsibilities:

  Provide excellent client experience

  • Exceed client expectations by thoroughly understanding problems and providing creative solutions.
  • Maintain close contact with clients in conjunction with the assigned Private Bankers.
  • Partner with Private Bankers to develop comprehensive understanding of client needs and to assist in executing specific account strategies, proposing solutions and negotiating standard transactions
  • Participate in client meetings and account reviews to understand the client’s requirements when possible.
  • Follow up on client calls and answer product questions of clients.
  • Work with specialists and support team in conjunction with Private Bankers to implement client decisions.
  • Review / work with Client Services Officer in all daily cash management duties to escalate to clients and Private Bankers.
  • Work in partnership with the Private Banker team including CSO to address the financial needs and expectations of the client
  • Process and execute transactions across the broad array of Citi products
  • Help identifying new sales opportunities and provide innovative support in marketing strategies.
  • Provide sales support to the Private Bankers through joint calls and work closely with product specialists and transactions support personnel to implement client decisions as well as ensuring after-sales follow-up.

  Secure Compliance & Processing

  • Ensure compliance with all legal and regulatory requirements in line with the policies of the CPB.
  • Control and complete with the Private Bankers all KYC / IOS reviews and maintain document deficiencies to a minimum.
  • Capture and maintain client information, call reports and Banker pipeline reporting.
  • Liaise / work with On-Boarding and Client Services teams in order to facilitate account opening / transactions / investments and liaise with client to ensure completion of the mandatory documentation and to receive duly authorised instructions.
  • Maintain learning program through internal courses and external certifications
  • Identify ways to streamline internal processes to make them more efficient
  • Monitor and adapt to changes in business processes and policies

  Knowledge/Experience:

  • 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.

  Skills:

  • Pro-active, initiative and driven.
  • Excellent communication skills, written and verbal.
  • Fluency in English and German.
  • 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.

  Qualifications:

  • A professionally recognized banking based background in front office, investments,
  • A sound understanding of processing within a complex systems environment
  • Graduate calibre

  CEP-Fitness and Probity Regime (CFs and PCFs)

  Overview:

  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.

  -------------------------------------------------

  Job Family Group:

  Private Client Coverage

  -------------------------------------------------

  Job Family:

  Private Banker Support

  ------------------------------------------------------

  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 .

  View the "EEO is the Law " poster. View the EEO is the Law Supplement .

  View the EEO Policy Statement .

  View the Pay Transparency Posting

• About the company

  While we're a global bank, our mission is simple: We responsibly provide financial services that enable growth and economic progress. We strive to earn and maintain the public's trust by constantly adhering to the highest ethical standards. We ask our colleagues to ensure that their decisions pass three tests: they are in our clients' interests, create economic value, and are always systemically responsible. When we do these things well, we make a positive financial and social impact in the communities we serve and show what a global bank can do.

Notice