Associate Banker Senior - Sao Paulo, Brasil - Citi

Citi

Empresa verificada

Sao Paulo, Brasil

há 3 semanas

Postado por:

Ana Silva

beBee Recruiter

Descrição

Responsibilities:

Provide complete service support to client, including solving complex client inquiries
Provide day to day support to Banker on documentation such as account opening and closing, loan disbursals, etc.

Client/prospect meetings

Organize the precall planning, organizing postmeeting notes, and maintain all client call records including call reports
Assist the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients.
Assist the Banker in deepening the existing client relationship through deepdive analysis
Assist the Banker in the creation of sales and marketing strategies designed to generate revenue growth and to acquire new target clients, with a focus on Investments
Assist the Banker with prospecting conduct new client/prospect research, generate leads and develop prospects, network to identify referrals to new clients/prospects, and coordinate client events
Provide accurate and timely revenue tracking and deal pipeline reports and other relevant information to the Banker
Ensure appropriate documentation related to KYC/ AML from the client and ensure all aspects of client records and documentation are completed and updated

Qualifications:

58 years of experience
Knowledge of investments is required; banking and credit products desirable
Ability to manage relationships both internal and external; Ability to multitask

Education:

Bachelor's/University degree or equivalent experience

CPA 20 and CFP required for this position

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Job Family Group:

Private Client Coverage

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Job Family:

Private Banker Support

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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.

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