Associate Banker - Vice President at Citi

São Paulo, São Paulo, Brazil -

Full Time

Start Date

Immediate

Expiry Date

13 Mar, 26

Salary

0.0

Posted On

13 Dec, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Communication Skills, Diplomacy Skills, Client Support, Documentation Management, Relationship Management, Multi-tasking, Investment Knowledge, Banking Products Knowledge, Credit Products Knowledge, Sales Strategies, Marketing Strategies, Revenue Tracking, KYC Compliance, AML Compliance, Coaching, Training

Industry

Financial Services

Description

Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and external customers. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family. 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 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 Involved in coaching and training of new recruits. 6-10 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 Bachelor's/University degree, Master's degree preferred ------------------------------------------------------ For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------

Responsibilities

The Associate Banker provides complete service support to clients, including solving complex inquiries and assisting in documentation. They also help deepen client relationships and support the Banker in sales and marketing strategies.