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Wealth at Work Associate Banker

https://www.citi.com/ Logo

Citi

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Location:
United Kingdom , London

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Category:

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Contract Type:
Not provided

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Salary:

Not provided

Job Description:

The Associate Banker will provide excellent client service in partnership with the Bankers. The role offers significant growth opportunities, enhancing expertise in managing Wealth at Work clients, while gaining advanced knowledge in financial products and services and regulatory requirements. The role provides a unique opportunity to be part of a dynamic team and learn from experienced and successful bankers and investment advisors.

Job Responsibility:

  • Provide excellent client experience
  • Exceed client expectations by thoroughly understanding their problems and providing creative solutions
  • Partner with Bankers and maintain close contact with clients to develop comprehensive understanding of client needs
  • Support the Bankers with prospecting activities and deepening of existing client relationships
  • Provide sales support to the Bankers and work closely with product specialists and transaction support teams to implement client decisions and ensure effective after-sales follow-up
  • Work with On-Boarding and Client Services teams to facilitate account opening, transactions, cash management, account maintenance, investments and liaise with clients to ensure the completion of required documentation
  • Secure Compliance & Processing
  • Ensure compliance with all legal and regulatory requirements
  • Appropriately assess risk when making business decisions and servicing clients, escalating, managing and reporting any risk or control issues
  • Maintain highest standards of confidentiality and trustworthiness in handling sensitive client information
  • Identify ways to streamline internal processes for greater efficiency
  • Monitor and adapt to changes in business processes and policies

Requirements:

  • Bachelor's/University degree or equivalent experience
  • Experience in a front office environment dealing directly with clients
  • A sound understanding of processing within a complex systems environment
  • Knowledge of Investments, banking and credit products
  • Ability to manage relationships both internal and external
  • Ability to multi-task
  • Strong analytical and communication (written and verbal) skills
  • Pro-active and driven with the initiative to identify and solve problems
  • Ability to work under pressure and adapt to ambiguity & change
  • Ability to challenge status quo and continuously optimize processes and tasks within own area of responsibility
  • Attention to detail and accuracy
What we offer:
  • Generous holiday allowance starting at 27 days plus bank holidays
  • increasing with tenure
  • A discretional annual performance related bonus
  • Private medical insurance packages to suit your personal circumstances
  • Employee Assistance Program
  • Pension Plan
  • Paid Parental Leave
  • Special discounts for employees, family, and friends
  • Access to an array of learning and development resources

Additional Information:

Job Posted:
January 31, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
Job Link Share:

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