Associate Banker (Wealth at Work) - Vice President

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Job Overview

We are seeking a motivated and strategic Associate Banker to play a key role in driving business performance and delivering an exceptional client experience. The successful candidate will be a recognised subject matter expert, applying technical knowledge and commercial awareness to support business objectives and influence strategic direction.

As an Associate Banker, you will develop strong relationships with clients and internal partners, working collaboratively across the organisation to deliver outstanding client service, support strategic opportunities and ensure the successful execution of complex client needs and business initiatives.

Key Responsibilities

• Deliver exceptional service and support to clients, acting as a trusted point of contact and proactively resolving complex enquiries in a timely and professional manner.
• Partner closely with internal stakeholders to facilitate account opening, transaction processing, cash management, and investment activities, while identifying opportunities to enhance efficiency and improve the client experience.
• Coordinate and support client and prospect meetings, including pre-call planning, preparation of meeting materials, documentation of meeting outcomes and maintenance of accurate client interaction records.
• Support the identification, qualification, and conversion of prospective clients into Wealth at Work relationships.
• Support the banker to conduct in-depth analysis of client portfolios and financial situations to identify opportunities to deepen and strengthen existing client relationships.
• Collaborate with Bankers to develop and execute sales and marketing strategies that drive revenue growth, expand client relationships, and support the acquisition of new clients, with a particular focus on investment solutions.
• Assist with business development activities, including market and prospect research, lead generation, referral networking and the coordination of client events and engagement initiatives.
• Ensure all Know Your Customer (KYC), Anti-Money Laundering (AML) and regulatory documentation is obtained, reviewed, and maintained in accordance with internal policies and regulatory requirements.
• Demonstrate strong risk and control awareness in all activities, safeguarding the firm's reputation, clients, and assets by adhering to applicable laws, regulations and policies, exercising sound professional judgement, and escalating issues promptly and transparently where appropriate.
• Coaching, mentoring, and developing colleagues, including supporting the onboarding and training of new team members.
• Champion a culture of integrity, compliance, and client excellence, ensuring the highest standards of conduct and governance are consistently maintained.

Qualifications:

• 6-10 years of experience
• Knowledge of investments is required, banking and credit products desirable
• Ability to manage relationships both internal and external; Ability to prioritise and multi-task

Education:

• Bachelor's/University degree or equivalent experience

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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Primary Location Full Time Salary Range:

100,000.00€  - 160,000.00€ 

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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.