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Team Banker

Job Req ID 21395471 Primary Location Frankfurt am Main, Germany Job Category Private Client Coverage
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The Team Banker will provide excellent client service in partnership with the Private Banker.

The role works closely with clients, prospects and Private Bankers as well as all product partners, to provide a high level of sales and product experience and support the banker in all aspects of marketing, prospecting, presentation preparations, reporting and regulatory requirements.

Solid knowledge of bank products and regulatory requirements as well as excellent contact and communication skills are critical.

Key Responsibilities:

Provide excellent client experience

  • Partner with Private Bankers to develop comprehensive understanding of client needs and to assist the Private Bankers in formulating and executing specific account strategies, proposing solutions and negotiating standard transactions.
  • Provide direct and indirect sales support to the Private Bankers through joint calls and work closely with product specialists to implement client decisions as well as ensuring after-sales follow-up.
  • Provide innovative support in marketing strategies, prepare client pitches and assist in portfolio reviews.
  • Assist bankers to research potential target market clients and work with the Private Banker and business development team on strategies to convert these prospects.

Secure Compliance & Processing

  • Work with clients and Private Bankers, On-boarding team, Associate Bankers and Client Services team to facilitate account opening and completion of the mandatory documentation especially in KYC and AML.
  • Capture and maintain client information, assist in client relationship management, e.g. updating the pipeline, logging call reports.
  • Ensure compliance with all legal and regulatory requirements in line with the policies of the Private Bank and stay updated with changes in business processes and policies.
  • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behaviour, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Development Value:

  • The role provides an excellent opportunity to work with sophisticated Ultra-High-Net-Worth (UHNW) clients and their requirements. This allows for personal progression in the understanding of regulatory requirements, products, relationship management and sales process roles.
  • The role provides a unique opportunity to join a new team that is being established in Frankfurt and will focus on the growth of the portfolio of German clients.

Qualifications:

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

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

Education:

  • Bachelor's/University degree or equivalent experience

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Job Family Group:

Private Client Coverage

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Job Family:

Private Banker

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Time Type:

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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

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