Associate Banker

2 semanas atrás

Sao Paulo, Brasil Citi Tempo inteiro

**Responsibilities**: - 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**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 - CFP is mandatory **Education**: - Bachelor's/University degree, Master's degree preferred CFP is mandatory - **Job Family Group**: Private Client Coverage - **Job Family**: Private Banker Support - **Time Type**: Full timeCiti 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. 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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