Emea Private Bank
il y a 7 jours
**_Excited to grow your career?_**
We value our talented employees, and whenever possible strive to help one of our associates grow professionally before recruiting new talent to our open positions. If you think the open position you see is right for you, we encourage you to apply
Our people make all the difference in our success.**Responsibilities**:
- Deliver wealth management services to Citi Private Bank clients with guidance from the Banker teams.
- Manage and execute client transactions with respect to business and individual banking, credit and investment products. Ensure transactions are completed within audit and compliance standards as well as timely.
- Take ownership of client investigations (e.g., statement reporting issues and pricing inquiries) and collaborate with operational and middle office teams to ensure effective resolution.
- Coordinate account maintenance for all products including address changes, telephone number updates, account status changes, rates and fee waivers.
- Enforce banking policies and procedures to ensure operational integrity while maintaining high client satisfaction.
**Qualifications**:
- 3-5 years of experience
- Ability to multi-task with strong organizational and time management skills per the needs of banker teams and clients
- Ability to problem solve and analyze data with demonstration of attention to detail
- Strong verbal and written communication skills
- Client facing experience; strong background and interest in the fields of operations and compliance; previous sales referral experience
- Knowledge of investments, banking, and credit products
- Fluency in English is mandatory
- ** Fluency in Spanish and or French** would also be a strong advantage
**Education**:
- Bachelor's/University degree or equivalent experience**Job Family Group**:
Private Client Coverage
- **Job Family**:
Client Services
- **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.-
- View Citi’s _EEO Policy Statement_ and the _Know Your Rights_ poster._
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