Team Banker Job at Citi (London)

Job Description

Citi Global Wealth at Work is one of the core pillars of Citi’s Wealth strategy, providing Banking, Lending, Investments services and advice to senior professionals and their firms. Wealth at Work has four core verticals – Law Firm Group, Asset Manager Group, Professional Services Group and Enterprise, operating a B2B2C model. The International business covers the UK, Europe and Middle East and we are looking for a team banker to join an active and cohesive team in London to help us continue our impressive growth. The Team Banker is a seasoned professional 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 within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required.

Job Responsibility

Work in partnership with the Private Bankers on the team, predominantly the team leader, to provide excellent client service and prospecting support
The role works closely with clients, prospects and Private Bankers as well as all product partners, to provide a high level of sales and product experience and support the banker in all aspects of marketing, prospecting, presentation preparations, reporting and regulatory requirements
Solid knowledge of bank products and regulatory requirements as well as excellent contact and communication skills are critical
Assist bankers and clients in all related matters with a particular focus on: Work in partnership with the Private Banker team to address the financial needs and expectations of the client
Exceed client expectations by thoroughly understanding problems and providing creative solutions
Maintain close contact with clients in conjunction with the Private Bankers
Provide direct and indirect sales support to the Private Bankers through joint calls and work closely with product specialists to implement client decisions as well as ensuring after-sales follow-up
Partner with Private Bankers to develop comprehensive understanding of client needs and to assist the Private Bankers in formulating and executing specific account strategies, proposing solutions and negotiating standard transactions
Provide innovative support in marketing strategies
Assist the Private Bankers in executing sales strategies for formulating strategies, if required
Work with specialists and support team in conjunction with Private Banker to implement client decisions
Participate in client meetings and account reviews to understand the clients’ requirements if needed
Prepare client pitches and assist in portfolio reviews
Assist bankers to research potential target market clients and work with the Private Banker and business development team on strategies to convert these prospects
Pro-actively work on prospecting in co-ordination with Private Bankers and Product partners
Projects for the GMM/Team leader as required
Internal: Work with the Associate Banker to assist with the execution of transactions across the broad array of Citi products
Work with clients and Private Bankers, On-boarding team, Associate Bankers and Client Services team to facilitate account opening and completion of the mandatory documentation especially in KYC and AML
Capture and maintain client information
Assist in client relationship management, e.g. updating the pipeline, logging call reports
Ensure compliance with all legal and regulatory requirements in line with the policies of the Private Bank
Monitor and adapt to changes in business processes and policies
Identify ways to streamline internal processes to make them more efficient
Maintain learning program through internal courses and external certifications
Prepare and co-ordinate prospect presentations
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

Requirements

A good track record of experience in a similar role
Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and transactions / Demonstrated track record in relationship selling
Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities
Pro-active, initiative and driven / Excellent communication skills, written and verbal / Excellent relationship building skills (with clients, and across hierarchical levels and other functions)
Numerate, analytical mind, with strong problem-solving skills / Ability to challenge status quo and continuously optimize processes and tasks in own area of responsibility / Ability to build effective working relationships across hierarchal levels
Regulated role with applicable/mandatory qualifications and/or licenses / RDR compliant, where relevant
Investment Advisory Diploma Level 4 or CFA

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