Description
The Senior Client Associate provides comprehensive support to private banking clients and bankers, including complex client inquiries, account documentation, prospect meetings, client profiling and conversion, relationship analysis, sales and marketing strategy, prospecting, revenue tracking, KYC/AML documentation, and risk and compliance assessment. The role requires 5–8 years of experience, investment knowledge, relationship-management and prioritization skills, and a bachelor's degree or equivalent experience. It is a full-time Certified Role within Citi UK's Private Client Coverage and Private Banker Support job families.
