Client Associate

We are seeking a Client Associate to join our Luxembourg team, the successful candidate will provide excellent client service in partnership with the Bankers supporting our Dutch and Belgian Citi Private Bank Clients.

The role offers significant growth opportunities, enhancing expertise in managing Citi Private Bank clients, while gaining advanced knowledge in financial products and services and regulatory requirements.

The role provides a unique opportunity to be part of a dynamic team and learn from experienced and successful bankers and investment advisors.

Key Responsibilities

Provide excellent client experience

• Exceed client expectations by thoroughly understanding their problems and providing creative solutions.
• Partner with Bankers and maintain close contact with clients to develop comprehensive understanding of client needs.
• Support the Bankers with prospecting activities and deepening of existing client relationships.
• Provide sales support to the Bankers and work closely with product specialists and transaction support teams to implement client decisions and ensure effective after-sales follow-up.
• Work with On-Boarding and Client Services teams to facilitate account opening, transactions, cash management, account maintenance, investments and liaise with clients to ensure the completion of required documentation.

Secure Compliance & Processing

• Ensure compliance with all legal and regulatory requirements.
• Appropriately assess risk when making business decisions and servicing clients, escalating, managing and reporting any risk or control issues.
• Maintain highest standards of confidentiality and trustworthiness in handling sensitive client information.
• Identify ways to streamline internal processes for greater efficiency.
• Monitor and adapt to changes in business processes and policies.

Experience & Qualifications:

• Bachelor's/University degree or equivalent experience
• Experience in a front office environment dealing directly with clients
• Experience in a private banking support role.
• A sound understanding of processing within a complex systems environment
• Knowledge of Investments, banking and credit products
• Ability to manage relationships both internal and external. Ability to multi-task

 

Skills:

• Strong analytical and communication (written and verbal) skills
• Pro-active and driven with the initiative to identify and solve problems
• Ability to work under pressure and adapt to ambiguity & change
• Ability to challenge status quo and continuously optimize processes and tasks within own area of responsibility
• Attention to detail and accuracy
• Team spirit, being able to support colleagues when needed.
• Language requirements: English

 

CEP-Fitness and Probity Regime (CFs and PCFs)

Overview:

This Role is a “Controlled Function” Role as defined by the Central Bank of Ireland Reform Act 2010 and Principal Regulations 2011, and amending Regulations 2014, 2015.

 

 

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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

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Primary Location Full Time Salary Range:

€84,000.00 - €126,000.00

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

 

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