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, 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

• 5-8 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
• Bachelor's/University degree or equivalent experience
• Required experience in private banking, in international banks
• English and Portuguese are mandatory
• Spanish is a plus

Spanish language skills