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The health and safety of our colleagues and candidates for employment are our highest priority. Accordingly, Citi continues to monitor the COVID-19 situation closely. We have implemented precautionary measures across our firm globally, including conducting all candidate interviews virtually on a temporary basis until further notice where needed.

Associate Banker SAFE Act (Global Client Focus)

Job Req ID 22484594 Primary Location New York, New York Job Category Private Client Coverage
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The Global Client Associate Banker role is an integral part of the sales organization of Citi Private Bank focused primarily on global clients. The Global Client Associate Banker acts in a supporting role with their assigned Private Banker to onboard new clients and to deepen existing relationships. By developing the ability to assess a client’s financial profile and understanding their goals and challenges, the Global Client Associate Banker actively contributes to shaping client financial strategies designed to help provide solutions for managing, growing, and protecting wealth.

The Global Client Associate Banker is responsible for four primary activities, all of equal weight and importance: 1) onboard new clients adhering to our KYC and compliance policies; 2) identify and close cross-sell opportunities for existing clients; 3) client support and relationship maintenance activities; and 4) compliance oversight and control.

Key Responsibilities:

  • Coordinate the establishment of new client relationships and account opening by gathering all required KYC and account opening documentation for hand-off to the Onboarding HUB or in cases of a rush completing the account opening independently
  • Compliance oversight and controls are a primary function of the Global Client Associate Banker role: collect and confirm client’s knowledge and experience as it relates to investments; ensure all onboarding and account opening is done in accordance with our internal policies and in line with offshore wealth services guidelines
  • Working with the Banker to create and maintain client account plans designed to identify revenue growth opportunities for new and existing clients
  • Manage the pre-call planning process, post-meeting de-briefs; responsible for writing concise call reports
  • Assist the Banker with new client/prospect research and generate leads and set up meetings for the Banker
  • Assist with client events, sourcing attendees and attending events
  • Develop relationships with product specialists and interact with them on opportunities for cross sell
  • Maintain an up-to-date and accurate deal pipeline for the team
  • Maintain client contact to assist the banker(s) in revising strategies based on changes in client needs and coordinating with the lead team on updating the KYC profiles with the most up to date information
  • Handle complex client inquiries and questions, working with the relevant partners until resolution
  • Take the lead in administrative tasks including meeting set-up, scanning, filing, copying, phone coverage
  • Ad hoc projects as assigned that will enhance process and systems

Skills and Knowledge: 

  • Client facing experience in a wealth management firm
  • Knowledge of investment, banking and credit products desirable
  • Must be a self-starter with the ability to set high standards of meeting deliverables
  • Highly developed attention to detail
  • Comfortable working in an ambiguous environment with minimal or offsite supervision
  • Ability to multitask in a high-pressure environment and work under tight deadlines
  • Ability to coordinate with clients and banking teams within multiple time zones, including EMEA and Asia.
  • Proven ability to learn on the job and comfortable working in an environment where the policies and procedures change regularly
  • Excellent verbal and written communication skills, with an ability to escalate issues to management
  • Excellent interpersonal skills, problem solving, teamwork and analytical skills
  • Ability to establish relationships and partner effectively with various groups including sales, service, operations, compliance and marketing


  • 1-4 years relevant experience
  • Knowledge of investments is required; banking and credit products desirable
  • Ability to manage relationships both internal and external; Ability to multi-task
  • Knowledge of Microsoft Office programs
  • Languages – Mandarin speaking highly desirable
  • FINRA Series 7, 66 (or 63/65)
  • Bachelor’s degree and 3-5 years relevant financial services experience


  • Bachelor's/University degree or equivalent experience


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.

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View the EEO Policy Statement.

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Effective November 1, 2021, Citi requires that all successful applicants for positions located in the United States or Puerto Rico be fully vaccinated against COVID-19 as a condition of employment and provide proof of such vaccination prior to commencement of employment.

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