**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 pre-call planning, organizing post-meeting 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 deep-dive 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**:- 3-5 years of experience- Knowledge of investments is required; banking and credit products desirable- Ability to manage relationships both internal and external; Ability to multi-task**Education**:- Bachelor's/University degree or equivalent experience**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.
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📌 Associate Banker SeniorCiudad De Mexico (Xico)
🏢 Citi
📍 Xico