Are you looking for a career move that will put you at the heart of a global financial institution? Then bring your knowledge of bank products and regulatory requirements with the ability to effectively manage risk and compliance-related situations, whilst providing support to the Private Banker.

By Joining Citi, you will become part of a global organisation whose mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress.

What you’ll do

The overall objective is to provide excellent client service in partnership with the Private Bankers to Ultra High Net Worth Individuals (UHNWI).

Provide excellent client experience

• Exceed client expectations by thoroughly understanding their problems and providing creative solutions.

• Partner with Private Bankers and maintain close contact with clients to develop comprehensive understanding of client needs.

• Assist in executing specific account strategies, proposing solutions and negotiating standard transactions.

• Support the Private Bankers with prospecting activities and deepening of existing client relationships.

• Provide sales support to the Private 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, 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.

What we’ll need from you

• Proven experience working in a Private Banker support role

• Proven experience in a front office environment dealing directly with clients

• Demonstrates extensive knowledge of all CPB banking systems, platforms and capabilities

• A professionally recognized banking based background in front office, investments and transaction management

• A sound understanding of processing within a complex systems environment

• Bachelor/University degree, Master degree preferred

• Ability to build effective working relationships with clients and across hierarchal levels and functions.

• Strong client orientation with a commitment to providing excellent client service

What we offer

The role offers significant growth opportunities, enhancing expertise in managing UHNW 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.

Candidates applying for this role must be aware that it is a Certified Role, subject to the FCA and PRA Certification Regime.

The Certification Regime is one element of the Individual Accountability Regime which came into effect on 7 March 2016.

Under the Certification Regime, Citi UK regulated entities (Citi entities) must ensure that employees working in certain roles categorised as specified significant harm functions (Certified Roles) are assessed as fit and proper to carry out their role.

Under the guidance provided by the FCA and PRA, firms should have regard to the following when assessing fitness and propriety:

• Honesty, integrity and reputation

• Financial soundness

• Competence and capability

In order to comply with the requirements of the Certification Regime, Citi entities must take reasonable care to ensure that an employee does not perform a Certified Role without first being certified as Fit and Proper. For this reason, you will be assessed for this role against the Fit and Proper requirements, as described above.

This assessment will be carried out through extensive interviews, self-disclosures, permitted criminal record checks, regulated reference checks, credit checks and other background screening checks.

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.
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

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