
Associate Banker C13
Há 20 horas
**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 **Education**: - Bachelor's/University degree, Master's degree preferred **Certificação CFP é mandatoria** - **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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Associate Banker Senior
2 semanas atrás
Sao Paulo, Brasil Citi Tempo inteiro**Responsibilities**:- 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, etc.- Client/prospect meetings - Organize the pre-call planning, organizing post-meeting notes, and maintain all client call records...
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Associate Banker
4 semanas atrás
São Paulo, São 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,...
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Associate Corporate Banking
2 semanas atrás
Sao Paulo, Brasil Citi Tempo inteiroThe Associate is an intermediate-level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team. The Associate also serves as an intermediary in trading for...
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Corporate Banking Associate
4 semanas atrás
São Paulo, São Paulo, Brasil Citi Tempo inteiroThe Corporate Banking Associate is an intermediate level professional responsible for leading the planning of investment strategies and solutions for major market clients in coordination with the Institutional Banking team. The overall objective of this role is to drive revenue by cross selling the Citi platform while efficiently deploying the firm's capital...
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Market Research Associate
4 semanas atrás
São Paulo, São Paulo, Brasil Fitch Ratings Tempo inteiroMarket Research Associate - Investor, Banker and Private Equity - Brazil**Requisition ID**:47543**Business Unit**:Fitch Ratings**Category**:Business Development & Sales**Location**:São Paulo, BR**Date Posted**:Feb 3, 2025**Market Research Associate - Brazil****BRM (Business and Relationship Management) is currently seeking a market research associate based...
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Corporate Banking Sr Associate
Há 22 horas
São Paulo, Brasil Citi Tempo inteiroThe Corporate Banking Senior Associate is an intermediate level professional responsible for leading the planning of investment strategies and solutions for major market clients in coordination with the Institutional Banking team. The overall objective of this role is to drive revenue by cross selling the Citi platform while efficiently deploying the...
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Corporate Banking Associate
Há 3 dias
São Paulo, Brasil Citi Tempo inteiroThe Corporate Banking Associate is an intermediate level professional responsible for leading the planning of investment strategies and solutions for major market clients in coordination with the Institutional Banking team. The overall objective of this role is to drive revenue by cross selling the Citi platform while efficiently deploying the firm's capital...
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Investment Banking Associate
2 semanas atrás
São Paulo, São Paulo, Brasil JPMorganChase Tempo inteiro R$120.000 - R$240.000 por anoJOB DESCRIPTIONAs an Associate in the LatAm Advisory team, you will be responsible for executing and leading equity, debt, and mergers and acquisitions mandates in Latin America. You will cover companies across LatAm, with a focus on Brazil, generate ideas for J.P. Morgan clients, and manage teams across geographies and products to deliver seamless...
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Global Corporate Banking
Há 7 dias
São Paulo, Brasil JPMorganChase Tempo inteiro**JOB DESCRIPTION** The Brazil Subsidiary Banking team serves foreign multinational companies with a local presence. As an Associate, you will work closely with corporate bankers and product & risk partners to develop and maintain client relationships. You will also manage your own portfolio of prospective clients. Additionally, you will support the...
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Associate Director/ Director- Infrastructure Brazil
3 semanas atrás
São Paulo, Brasil Fitch Ratings Tempo inteiroJoin to apply for the Associate Director/ Director- Infrastructure Brazil role at Fitch Ratings Continue with Google Continue with Google Join to apply for the Associate Director/ Director- Infrastructure Brazil role at Fitch Ratings Director/Associate Director Business Relationship Manager (BRM)- Corporates and Infrastructure Brazil Fitch Ratings is...