The Private Banking Associate is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices. Good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Requires attention to detail when making judgments and recommendations based on the analysis of factual information. Typically deals with variable issues with potentially broader business impact. Applies professional judgment when interpreting data and results. Breaks down information in a systematic and communicable manner. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Moderate but direct impact through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams.
Delivers wealth management services to Private Bank clients with guidance from the Banker teams
Partners with private bankers, investment professionals and other product specialists to deliver tailored and robust client solutions
Leverages Citi Private Bank’s proprietary asset allocation model and analytical tools to optimize clients’ portfolios
Directly contributes to client analytics and proposals
Explores and develops new business opportunities
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 behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
2-3 years relevant experience
Has a well-rounded Private Bank experience across our core products: Banking, Investments, Lending and Wealth Planning
You must possess valid US Work Authorization in order to be eligible to participate in the Program
Citi will not sponsor any Program participants for employment in the US
Motivated individuals, who are eager to start their careers at a global organization, tend to think globally and have an innovative outlook on business. Open to all disciplines.
Strong interpersonal and relationship-building skills
High level of personal integrity, commitment to excellence, and a strong desire to learn
Resiliency to work in a challenging and changing high-volume, fast-paced environment
Sense of urgency and ability to execute quickly and efficiently
Upholds a strong significance to business ethics
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