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Team Banker
il y a 3 semaines
**Responsibilities**:
- Work in partnership with the Private Bankers and their teams across regions, to address the financial needs and expectations of the client and provide excellent client service and execution
- 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, and aligned with local requirements
- Provide support to the Private Bankers and work closely with product specialists to implement client decisions as well as servicing accounts on an ongoing basis.
- Monitor and adapt to changes in business processes and policies and identify ways to streamline internal processes to make them more efficient. Projects for the GMM/Team leader as required.
- Maintain learning program through internal courses and external certifications.
**Qualifications**:
- Proven experience in Private Banking having covered the UHNW market / Demonstrated track record in relationship management
- Pro-active, initiative and driven / Excellent communication skills, written and verbal / Excellent relationship building skills (with clients, and across hierarchical levels and other functions)
- Regulated role with applicable/mandatory qualifications and/or licenses / RDR compliant, where relevant.
**Education**:
- Bachelor's/University degree or equivalent experience
This Role is a “Controlled Function” Role as defined by the Central Bank of Ireland Reform Act 2010 and Principal Regulations 2011, and amending Regulations 2014, 2015.**Job Family Group**:
Private Client Coverage
- **Job Family**:
Private Banker
- **Time Type**:
Full time
- Citi is an equal opportunity and affirmative action employer.
Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
View the "**EEO is the Law**" poster. View the **EEO is the Law Supplement**.
View the **EEO Policy Statement**.
View the **Pay Transparency Posting
