MXN 200,000 - 400,000The Associate Banker Lead is a strategic professional who stays abreast of developments within their field and contributes to directional strategy by considering their application in their job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness. Developed communication and diplomacy skills are required in order to guide, influence and convince others, particularly colleagues in other areas and occasional external customers. Significant impact on the area through complex deliverables. 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.Responsibilities:Assist the Banker in the creation of sales and marketing strategies designed to generate revenue growth and 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.Assist the Banker in profiling, qualifying, and converting prospects into Citi Private Bank clients.Organize client/prospect meetings - pre-call planning, organizing post-meeting notes, and maintaining all client call records including call reports.Assist the Banker in deepening existing client relationships through deep-dive analysis.Provide accurate and timely revenue tracking and deal pipeline reports and other relevant information to the Banker.Provide day-to-day support to the Banker on documentation such as account opening and closing, loan disbursals, etc.Provide complete service support to clients, including solving complex client inquiries.Ensure appropriate documentation related to KYC/AML from the client and ensure all aspects of client records and documentation are completed and updated.Appropriately 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.Qualifications: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.Education:Bachelor's/University degree, Master's degree preferred.Fluent in both English and Spanish.Job Family Group: Private Client CoverageTime Type: Full time#J-18808-Ljbffr