Le poste
0301Provide complete service support to client, including solving complex client inquiries
02Provide day to day support to Banker on documentation such as account opening and closing, loan disbursals, etc.
03Client/prospect meetings - Organize the pre-call planning, organizing post-meeting notes, and maintain all client call records including call reports
04Assist the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients.
05Assist the Banker in deepening the existing client relationship through deep-dive analysis
06Assist 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
07Assist 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
08Provide accurate and timely revenue tracking and deal pipeline reports and other relevant information to the Banker
09Ensure appropriate documentation related to KYC/ AML from the client and ensure all aspects of client records and documentation are completed and updated
10Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
