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VP Associate Banker

Beverly Hills, CA, USA | Citi Private Bank

  • Industry:
    Financial Services
  • Position Type:
    Full-Time
  • Functions:
    Financial Services Professional
  • Experience:
    7-10 years
Job Description:
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Assist the Banker in the creation of sales and marketing strategies designed to generate revenue growth and to acquire new target clients, with a focus on Investments

Assist the Banker with prospecting - conduct new client/prospect research, generate leads and develop prospects, network to identify referrals to new clients/prospects, and coordinate client events

Assist the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients.

Client/prospect meetings - Organize the pre-call planning, organizing post-meeting notes, and maintain all client call records including call reports

Assist the Banker in deepening the existing client relationship through deep-dive analysis

Provide accurate and timely revenue tracking and deal pipeline reports and other relevant information to the Banker

Provide day to day support to Banker on documentation such as account opening and closing, loan disbursals, etc.

Provide complete service support to client, including solving complex client inquiries

Ensure appropriate documentation related to KYC/ AML from the client and ensure all aspects of client records and documentation are completed and updated

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.

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 multi-task

Education:

Bachelor's/University degree, Master's degree preferred


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