Associate Banker Senior

• Provide complete service support to client including solving complex client inquiries
• Provide day to day support to Banker on documentation such as account opening and closing, loan disbursals
• Organize client/prospect meetings including pre-call planning and post-meeting notes
• Assist the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients
• Assist the Banker in deepening existing client relationships through deep-dive analysis
• Assist in creation of sales and marketing strategies to generate revenue growth
• Conduct new client/prospect research and generate leads
• Provide accurate revenue tracking and deal pipeline reports
• Ensure appropriate KYC/AML documentation compliance
• Assess risk when making business decisions

• 3-5 years of experience
• Knowledge of investments
• Knowledge of banking and credit products desirable
• Ability to manage relationships both internal and external
• Ability to multi-task
• Bachelor's/University degree or equivalent experience

Knowledge of banking and credit products