AVP, Associate Banker

United States Citigroup

The overall objective is to provide excellent client service in partnership with the Private Bankers to Ultra High Net Worth Individuals (UHNWI).

Provide excellent client experience

• Exceed client expectations by thoroughly understanding their problems and providing creative solutions.
• Partner with Private Bankers 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 with prospecting activities and deepening of existing client relationships.
• Provide sales support to the Private 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, 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.