Associate Banker
Há 4 dias
The Associate Banker is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business.Recognized technical authority for an area within the business.Requires basic commercial are typically multiple people within the business that provide the same level of subject matter expertise.Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and external customers.Significant impact on the area through complex deliverables.Provides advice and counsel related to the technology or operations of the business.Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family.Regularly assumes informal/formal leadership role within teams.Involved in coaching and training of new recruits.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 including call reports Assist the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients.Assist the Banker in deepening the existing client relationship through deep-dive analysis 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 Provide accurate and timely revenue tracking and deal pipeline reports and other relevant information to the Banker 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 ------------------------------------------------------ Job Family Group: Private Client Coverage ------------------------------------------------------ Job Family: Private Banker Support ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Most Relevant Skills Please see the requirements listed above.------------------------------------------------------ Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------
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Associate Banker
Há 6 horas
São Paulo, Brasil Citibank (Switzerland) Ag Tempo inteiroAssociate Banker – Vice President Associate Banker - Vice President page is loaded Associate Banker - Vice Presidentremote type : Hybridlocations : Sao Paulo Sao Paulo Braziltime type : Full timeposted on : Posted Todaytime left to apply : End Date : December 17, (4 days left to apply)job requisition id : The Associate Banker is a strategic professional...
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Associate Banker
Há 7 dias
São Paulo, São Paulo, Brasil Citi Tempo inteiroThe Associate Banker is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness.There are typically multiple people within the business...
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Associate Banker
Há 3 dias
São Paulo, São Paulo, Brasil Citi Tempo inteiroDiscover your future at CitiWorking at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community and make a real impact.Job OverviewThe Associate Banker is a strategic professional who stays abreast...
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Associate Banker
Há 4 dias
São Paulo, Brasil Citibank (Switzerland) AG Tempo inteiro## For additional information, please review .Associate Banker - Vice President page is loaded## Associate Banker - Vice Presidentremote type: Hybridlocations: Sao Paulo Sao Paulo Braziltime type: Full timeposted on: Posted Todaytime left to apply: End Date: December 17, 2025 (4 days left to apply)job requisition id: The Associate Banker is a strategic...
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Associate Banker
Há 7 dias
São Paulo, São Paulo, Brasil Citi Tempo inteiroDeveloped communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and external customers. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the...
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Associate Banker
Há 5 dias
São Paulo, Brasil 00424 Banco Citibank S.A. Tempo inteiroThe Associate Banker is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the business. Requires basic commercial are typically multiple people within the business that provide the...
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Associate Banker Senior Avp
2 semanas atrás
São Paulo, Brasil Citi Tempo inteiroThe Associate Banker Senior is an operational role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work‑flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate...
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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,...
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Market Research Associate
1 semana atrás
São Paulo, Brasil Fitch Ratings Tempo inteiroMarket Research Associate - Investor, Banker and Private Equity - Brazil Job Details Requisition ID Business Unit: Fitch Ratings Category: Business Development & Sales Location: São Paulo, BR Date Posted: Feb 3, Position: Market Research Associate - Brazil BRM (Business and Relationship Management) is currently seeking a market research associate based out...
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Investment Banking Associate
3 semanas atrás
São Paulo, Brasil JPMorganChase Tempo inteiroDescription As 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 solutions. Your...
