Associate Banker Resume Samples

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KW
K Walter
Kenny
Walter
3598 Mann Ranch
Los Angeles
CA
+1 (555) 995 5944
3598 Mann Ranch
Los Angeles
CA
Phone
p +1 (555) 995 5944
Experience Experience
Chicago, IL
Associate Banker
Chicago, IL
Rice-Nicolas
Chicago, IL
Associate Banker
  • Providing sales support and relationship management to banker(s), tasks including but not limited to the following
  • Provide performance data to Private Bankers
  • Review and/or work with Client Services Officer in all daily cash management duties to escalate to clients and Private Bankers
  • Work with CSO in all daily cash management duties to escalate to clients and Private Banker
  • Assist Private Banker in Client Account Management
  • Daily cash management, including problem resolution relating to cash management
  • Work with the team in order to manage different process and enhance productivity and TAT
Houston, TX
HNW Associate Banker
Houston, TX
Kub, Roob and Graham
Houston, TX
HNW Associate Banker
  • 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 creating, organizing, and implementing a wealth management strategy designed to deepen relationships with existing clients
  • Assist the Banker in profiling, qualifying, and converting prospects into CPB clients
  • Assist with client events, sourcing attendees and attending events
  • New Client & Business Development
  • Handle complex client inquiries and questions, working with the relevant partners until resolution
  • Provide accurate and timely revenue tracking and deal pipeline reports and other relevant information to the Banker
present
New York, NY
Uhnw Associate Banker
New York, NY
Mraz-Rau
present
New York, NY
Uhnw Associate Banker
present
  • Working with the Banker to create and maintain client account plans designed to identify revenue growth opportunities for new and existing clients
  • Assist banker(s) create, maintain and implement account plans designed to identify revenue growth opportunities for new and existing clients
  • Work with the Banker to create and maintain client account plans designed to identify revenue growth opportunities for new and existing clients
  • New target market client acquisition and business development (for those ABs on Banker track)
  • Work with account opening hub and follow through on client account opening from documentation phase through funding stage
  • Manage the pre-call planning process, post-meeting de-briefs; responsible for writing concise call reports
  • Assist the Banker in profiling, qualifying and converting prospects into CPB clients
Education Education
Bachelor’s Degree in Direct Client Interaction
Bachelor’s Degree in Direct Client Interaction
Duke University
Bachelor’s Degree in Direct Client Interaction
Skills Skills
  • Ability to work accurately with strong attention to detail
  • Knowledge of banking and credit products desirable Strong verbal and written communication skills
  • PC proficiency, including WORD, EXCEL, PowerPoint and applicable internal systems
  • Ability to cope with ambiguity & change – high adaptability
  • Knowledge of investment, banking and credit products desirable
  • Strong PC skills including Work, Excel, PowerPoint, and applicable internal systems
  • Strong verbal and written communication skills. Excellent interpersonal skills, problem solving, team work and analytical skills
  • Proven ability to learn on the job and comfortable working in an environment where the policies and procedures change regularly
  • Ability to cope with ambiguity and change – high adaptability
  • Excellent verbal and written communication skills, with an ability to escalate issues to management
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6 Associate Banker resume templates

1

Associate Banker Resume Examples & Samples

  • Maintain close contact with clients in conjunction with the assigned Private Bankers
  • Capture and maintain client information, call reports and Banker pipeline reporting
  • Participate in client meetings and account reviews to understand the client’s requirements when possible
  • Review and/or work with Client Services Officer in all daily cash management duties to escalate to clients and Private Bankers
  • Fluency in English & Spanish (written and verbal), and/or Portuguese strongly preferred
  • Excellent relationship building skills (with clients, and across hierarchical levels and other functions)
2

Cpb-associate Banker Resume Examples & Samples

  • Good degree from a recognized university in Banking, Finance or a related discipline
  • At least 3 years' relevant banking experience
  • Good knowledge of financial markets, banking products and investment instruments
  • Service-oriented mindset with the ability to organize, prioritize and multi-task
3

Cpb-senior Associate Banker Resume Examples & Samples

  • Working knowledge of local financial markets and good understanding of investment products
  • Able to work independently and set priorities
  • Must be fluent in English and Cantonese
4

Uhnw Associate Banker Resume Examples & Samples

  • Client facing experience, preferably in the financial services industry. Knowledge of banking and credit products desirable
  • Strong verbal and written communication skills. Excellent interpersonal skills, problem solving, team work and analytical skills
  • BA plus relevant financial services experience required
  • FINRA Series 7, 66 (or 63/65) required
5

Uhnw Associate Banker Resume Examples & Samples

  • Assist banker(s) on-board new, qualified UHNW clients including document preparation
  • Client facing experience, preferably in the financial services industry
  • Knowledge of banking and credit products desirable Strong verbal and written communication skills
  • Excellent interpersonal skills, problem solving, team work and analytical skills
  • FINRA Series 7, 66 (or 63/65) required BA plus relevant financial services experience required
6

Gcg-associate Banker, Citigold Private Client Resume Examples & Samples

  • A basic degree in the relevant discipline
  • At least 2 years of experience in excellent banking sales and/or customer service
  • Knowledge of banking products and services as well as exposure to investment products and processes would be an advantage
  • Strong team player with an appreciation for operational priorities and sensitivity to compliance requirements
7

Associate Banker Resume Examples & Samples

  • Assist banker on new client acquisition and business development, including the creation of sales and marketing strategies
  • Assist banker in Know-Your-Client (KYC) profiling, qualifying and converting prospects into CPB clients
  • Assist banker in account opening process, obtaining KYC approval and other required approvals to ensure that new clients are smoothly on-boarded onto the CPB platform
  • Assist banker in compiling IOS/Suitability reports in accordance with the latest Policies
  • Assist banker in processing client transactions and responding to client inquiries, including operations-related or invest-related enquiries
  • Partner with KYC Specialists to build client profiles that meet the requirements of CPB KYC/AML Policies
  • Obtain KYC approval to open new accounts
  • Perform KYC and IOS Periodic Reviews including updating and maintaining Client Risk Profiles on an on-going basis, and performing periodic Transaction Trend Monitoring and other Account Activity Monitoring reviews
  • Assist banker(s) on banking, lending, trust and investment initiatives as required and work with Product Specialists to prepare client proposals
  • Providing sales support and relationship management to banker(s), tasks including but not limited to the following
  • Prior work experience as Client Account Officer or Banker Associate required
  • Knowledge of Canadian Bank Act and Provincial Securities Acts preferred (CSC a minimum requirement)
  • Familiarity with Citibank Policies would be an asset
  • Proficient in software applications
  • Registration with respective provincial securities commission
  • Self-motivated and self-driven
  • Well organized, detail-oriented, self-motivated, comfortable functioning in a complex environment
  • Sensitive and able to deliver tasks within deadlines provided
  • Excellent written and verbal communication skills with ability to deliver effective presentations to wide audiences with diverse background
  • Good working attitude
  • Values Teamwork
8

Associate Banker Resume Examples & Samples

  • New Client and Business Development
  • Assist the Banker in the creation of sales and marketing strategies designed to generate revenue growth and to acquire new target clients within different sectors, with a focus on Investments
  • 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 CPB clients
  • Identify new investment opportunities with existing clients
  • Assist the Banker in delivering a investment solutions that meet the client's needs
  • Client/prospect meetings - organize the pre-call planning, organizing post-meeting de-briefs, and maintain all client call records including call reports
  • Sales Support / Relationship Management
  • Serve as a back-up to the Banker; demonstrate subject matter expertise in investments
  • Assist the Banker in creating, organizing, and implementing a wealth management strategy designed to deepen relationships with existing clients
  • Provide accurate and timely revenue tracking and deal pipeline reports and other relevant information to the Banker
  • Facilitate small credit structures with client and all shelter mortgage products -Based on client need, introduce cash management services or capital markets foreign exchange services to clients; coordinate the client class with product partners and update Bankers as appropriate
  • Manage Capital Contribution Loan Program and Affinity Group
  • Manage IRA transfers and rollovers
  • Maintain appropriate levels of contact with clients to assist the Banker in revising strategy based on clients' needs and changes in investment markets
  • Handle complex client inquiries and resolve issues unrelated to service & account opening
  • Compliance Oversight and Controls
  • Investment Objective Setting (IOS) - collect and confirm from Bankers the client's investment objectives setting and risk tolerance. Assist with the Annual Attestation process and suitability reviews
  • Confirm with Banker clients' investment objectives and risk tolerance by interfacing with clients to obtain appropriate documentation and liaise with Client Account Officers to ensure all aspects of client records and documentation are completed and updated
  • Hand off client risk portfolio data and new account information to On-Boarding Specialist
  • Skills and Knowledge
  • Ability to understand, utilize and learn computer and web based applications
9

Associate Banker Resume Examples & Samples

  • Complies with banking policies and procedures ensuring operational integrity
  • Has responsibility for prospecting and identifying new sales opportunities to generate revenue
  • The Banker Associate will not have the support of a Relationship Officer (RO), and if warranted may serve as an RO for key relationships in support of a senior banker
  • Obtain response and follow up with clients on corporate actions
  • Send LAPP requests to credit services to assign lending values to client holdings
  • Follow up on responses, enter waivers as needed, on OneSource for Red portfolios
  • Assist banker with pricing approval requests from credit on spreads over loans
  • Asesor en Estrategia (Mexico onshore)
  • CPA 20 (Brazil onshore)
  • Bi-Lingual – (Spanish/Portuguese where applicable)
  • PC proficiency, including WORD, EXCEL, PowerPoint and applicable internal systems
10

Associate Banker Resume Examples & Samples

  • Provide direct and indirect sales support to the Private Bankers through joint calls and work closely with product specialists and transactions support personnel to implement client decisions as well as ensuring after-sales follow-up
  • Partner with Private Bankers to develop comprehensive understanding of client needs and to assist the Private Bankers in executing specific account strategies, proposing solutions and negotiating standard transactions
  • Respond to client requests promptly and effectively resolve account related problems
  • Manage clients transactional activity, ensuring the successful completion of all transactions including
  • Daily cash management, including problem resolution relating to cash management
  • Depositary transactions: calculation and booking of fiduciary placements
  • Securities transactions: inputting buy/sell orders of stocks and bonds
  • Maintain learning program through internal courses and external certifications
  • Gain an effective understanding of all banking systems
  • Effectively manage operational tasks, ensuring the successful completion of all transaction details
  • Listen and probe to uncover service needs that are not articulated or clearly expressed by the client
  • Understand how to execute transactions across the broad array of Citi products
  • Present clients with seamless execution of internal processes and transactions
  • Identify ways to streamline internal processes to make them more efficient
  • Monitor and adapt to changes in business processes and policies
  • Manage Account Opening - efficient and timely KYC approval and Account Opening
  • Efficient processing of annual reviews (KYC, IOS, CA etc.) and document deficiencies
  • Timely and accurate execution of transactions and timely confirmation of transactions to clients
  • Co-ordination and resolution of problems with back office
  • Try to work towards achieving minimum complaints directly against AB’s name
  • All clients’ complaints should be responded within 24 hours of receiving the complaint
  • Proven experience in a client service/relationship support function, within the Banking/ Financial Services industry essential
  • Private Banking / Wealth Management experience preferred
  • Good interpersonal skills both in respect of clients, the Banker and the Relationship Team
  • Ability to work both independently and within a team
  • Ability to work accurately with strong attention to detail
  • Able to work to deadlines
11

Uhnw Associate Banker Resume Examples & Samples

  • Research the client to supplement the Banker’s SOW information prior to onboarding
  • Working with the Banker to create and maintain client account plans designed to identify revenue growth opportunities for new and existing clients
  • Assist the Banker with prospecting; conduct new client/prospect research and generate leads and set up meetings for the Banker
  • Maintain an up-to-date and accurate deal pipeline for the team
  • Maintain client contact to assist the banker(s) in revising strategies based on changes in client needs and updating the KYC profiles with the most up to date information
  • Work with clients and bankers to collect client updates for the preparation of KYC periodic reviews in advance of their due date
  • Ad hoc projects as assigned that will enhance process and systems
  • Highly developed attention to detail
  • FINRA Series 7, 66 (or 63/65)
12

Associate Banker Resume Examples & Samples

  • Proactively evaluates customer needs and originates products and solutions taking into consideration Citi’s global footprint
  • Maintain strict risk and control discipline and excellent understanding of relevant policies and procedures
  • Assist with Franchise Management tasks, including reporting, review sessions, briefings, compliance, etc
  • Intermediate experience in Corporate Finance deals
  • Organizational – Managing demands from several sources and working to deadlines
  • Pay attention to details and proper delivery
  • Persistence in timely execution, hands-on approach
  • Native or Advanced speaking of Hungarian is a must
13

Citi Private Bank Uhnw Associate Banker Resume Examples & Samples

  • Degree(s): BA/BS
  • Experience: Recent graduate to 1-2 years’ experience
  • Superior relationship-building skills
  • High levels of self-motivation, initiative, and attention to detail
  • Strong analytical skills and innovative problem solving skills
  • Ability to work well under pressure on multiple projects
  • Confident and comfortable interacting with all levels of internal and external clients
  • Cooperative and focused on achieving the team and client objectives
  • Commitment to professionalism, integrity, and ethical decision-making
  • Demonstrated interest in financial markets and financial services industry
  • Completed coursework in economics, statistics, finance, and accounting
  • Proficiency in MS Office Suite (i.e., Excel, PowerPoint, Word, etc.)
14

Asset Management Private Bank Associate Banker Private Wealth Management Resume Examples & Samples

  • The Banker’s primary responsibility is for maintaining and further developing a book of existing business consisting of High Net Worth clients focused on the UK market
  • Responsible for sale and implementation of investment, banking and trust/estate products to core clients with assistance from the integrated team (Investor, Capital Advisor and Wealth Advisor)
  • Manage each account to ensure that the client has a completed profile and that accounts are properly maintained and serviced
  • Build trust with clients and effectively manage relationships
  • Ensure that the proposed products and services maximize the client’s needs, goals and objectives
  • The candidate’s performance will be measured by objectives using specific financial and client satisfaction objectives
  • Previous business development experience to develop new client relationships is essential
  • Previous experience in working with High Net Worth individuals and families is desirable
  • Demonstrated understanding of investments, banking and trust concepts including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products and identification of wealth planning opportunities
  • Ability to adapt to a rapidly changing business and technological environment
  • Proactive and target driven
  • Ability to demonstrate excellent negotiating skills
  • Ability to learn proprietary software and databases and ability to master wealth planning software
15

Associate Banker Mena Resume Examples & Samples

  • Provide performance data to Private Bankers
  • Work with specialists and support team in conjunction with Private Bankers to implement client decisions
  • Proven experience working in a Private Banker support role with a high degree of direct client interaction
  • Fluency in English is a must.Arabic preferred but not essential
16

Gcg-associate Banker, CPC Resume Examples & Samples

  • Knowledge of banking products and services, as well as exposure to investment products and processes would be an advantage
  • Able to multitask and is meticulous
  • Fluent in both spoken and written English
  • Fluency in both spoken Mandarin and Bahasa Indonesia is an advantage
17

Associate / Banker IBD Resume Examples & Samples

  • Build financial models for valuation and financial impact analysis (incl. credit and risk analysis)
  • Prepare client presentations and marketing materials incl. pitch books, written proposals, etc
  • Draft internal and external transaction documentation, incl. new business memoranda, M&A process marketing documents (e.g. information memoranda) greenlight and commitment memoranda, analyst and investor presentations, etc
  • Responsibility for co-ordination of working parties upwards and downwards, across teams and external parties (e.g. client, lawyers, consultants), taking ownership to escalate where appropriate to raise issues and meet deadlines
  • Develop and maintain knowledge of the developments in the core product areas to explore and refer opportunities
  • Source and create marketing materials, liaising with product partners and the Senior Bankers
  • Maintain regular and frequent dialogue with industry product partners to assist with coverage efforts
  • Maintain databases for trading multiples, precedent transaction multiples, public takeovers, case studies, credentials, league table positions, etc
  • Support and develop more senior bankers in day-to-day business and transaction execution
  • Adhere to, track and follow-up with internal policies and procedures (incl. KYC, AML, document retention, Risk, Compliance etc.)
  • Mentor analysts, provide detailed guidance and feedback, manage information flow to and from analysts, share credit with analyst as appropriate, review and take ownership for work products of juniors
  • Contribute to team internal efforts such as junior development, recruiting, staffing etc
  • Excellent academic track record
  • University degree or equivalent academic background
  • Major in business administration, finance, accounting and / or economics desirable
  • Substantial work experience within a financial services organization
  • Three to six years of experience in the investment banking division of a major international bank or equivalent
  • Strong communication skills and fluency in English and German languages (both orally and written)
  • Pronounced thinking skills (incl. understanding of complex situations and risks)
  • Excellent interpersonal skills – ability to create and sustain good personal contacts within the client group, balancing client requirements and Citi’s priorities
  • Self-Starter – prepared to take the initiative to follow up on open workstreams, whilst exercising judgment as to when to seek assistance
18

Associate Banker Resume Examples & Samples

  • Overall Service quality objectives
  • Track customer Relationship management
  • Ensure that in branch customer experience is world class through seamless service delivery, minimal wait time & service desk & proactive customer engagement
  • Cross Sell banking products to walk-ins and while calling
  • Transaction processing as per defined process and guidelines
  • Processing service request /instructions
  • Drive Quality initiatives on customer service
  • Meet CSLM score of 90 % for CPC
  • Ensure all legal, compliance, regulatory requirements are complied with
  • Follows the engagement model prescribed by the bank for periodic interaction with the customers (eg:- self introduction calling, welcome calling, relationship calling)
  • Handling customer queries
  • Help drive service initiatives and cost control measures
  • Attend all required/mandatory trainings
  • Ensure minimal Ops errors
  • Process Implementation, mentoring & training of new joiners
19

HNW Associate Banker Resume Examples & Samples

  • Coordinate the establishment of new client relationships and account opening by gathering all required KYC and account opening documentation for hand-off to the Onboarding HUB or in cases of a rush completing the KYC and account opening independently
  • Compliance oversight and controls are a primary function of the Associate Banker role: collect and confirm client’s knowledge and experience as it relates to investments; ensure all onboarding and account opening is done in accordance with our internal policies
  • Assist with client events, sourcing attendees and attending events
  • New target market client acquisition and business development (for those ABs on Banker track)
  • Client facing experience in a wealth management firm
  • Knowledge of investment, banking and credit products desirable
  • Comfortable working in an ambiguous environment with minimal or offsite supervision
  • Ability to multitask in a high pressure environment and work under tight deadlines
  • Ability to establish relationships and partner effectively with various groups including sales, service, operations, compliance and marketing
20

Associate Banker Greece Resume Examples & Samples

  • Follow up on client calls
  • Liaise / work with with On-Boarding and Client Services teams in order to facilitate account opening / transactions / investments and liaise with client to ensure completion of the mandatory documentation and to receive duly authorised instructions
  • Control and complete with the Private Bankers all KYC / IOS reviews and maintain document deficiencies to a minimum
  • Ensure compliance with all legal and regulatory requirements in line with the policies of the CPB
  • Fluency in English (written and verbal), Greek a plus
  • Ability to cope with ambiguity & change – high adaptability
21

Associate Banker Resume Examples & Samples

  • Overall service quality objectives
  • Track customer relationship management
  • Ensure that in branch customer experience is world class through seamless service delivery, minimal wait time, service desk and proactive customer engagement
  • Cross sell banking products to walk-ins and while calling
  • Processing service request/instructions
  • Drive quality initiatives on customer service
  • Process Implementation, mentoring & training of new joinees
22

Associate Banker Resume Examples & Samples

  • Develop relationships with product specialists and interact with them on opportunities for cross sell
  • Handle complex client inquiries and questions, working with the relevant partners until resolution
  • Take the lead in administrative tasks including meeting set-up, scanning, filing, copying, phone coverage
  • Must be a self-starter with the ability to set high standards of meeting deliverables
  • Proven ability to learn on the job and comfortable working in an environment where the policies and procedures change regularly
  • Excellent verbal and written communication skills, with an ability to escalate issues to management
  • Bachelor’s degree and 3-5 years relevant financial services experience
23

Associate Banker Resume Examples & Samples

  • Publish relevant MIS to the stakeholder groups for the processes managed
  • Ensure 100% compliance on all process controls and documentary requirement for each product and transaction
  • Track quality of all transactions and improve process delivery for the unit
  • Keep abreast of the changing RBI/government regulations with respect to banking and ensure that the operating procedures are in line with them
24

Associate Banker Resume Examples & Samples

  • Fluency in English and Spanish (written and verbal), and/or Portuguese strongly preferred
  • A professionally recognized banking based background in front office, investments,
  • A sound understanding of processing within a complex systems environment
  • Graduate calibre
25

Associate Banker Resume Examples & Samples

  • Assist Private Banker in Client Account Management
  • Maximise Sales/ Relationship deepening opportunity on each client contact
  • Timely and accurate execution of transactions to meet client requests
  • Deepen team partnership to maximize delivery capabilities
  • Efficiently leverage Bank’s delivery platform to meet client needs
  • Assist Private Banker(s) in managing accounts and transactions in compliance with policies
  • QUALIFICATIONS
  • 5 Years relevant work experience
  • The career progression is into Product Roles as well as Compliance, KYC and AML roles
  • COMPENSATION
26

Associate Banker Resume Examples & Samples

  • Follow up on responses; enter waivers as needed, on OneSource for Red portfolios
  • Prepare cash flow reports / portfolio simulator when required; provide ad-hoc OS demand reports, DRC, as needed for particular clients to track performance
  • Bi-Lingual – (Spanish/English)
27

LFG Associate Banker Resume Examples & Samples

  • Relationship Support Maintenance and Compliance oversight and control (65%)
  • Begin to develop relationships with product specialists and interact with them on opportunities (non-investment)
  • Handle complex client inquiries and resolve client issues with local service officer
  • Work with account opening hub and follow through on client account opening from documentation phase through funding stage
  • Coordinate the establishment of new accounts, by gathering all required KYC and account opening information and documentation for hand-off to the Client Account Officer team
  • Help to relieve account opening bottlenecks by completing KYC and account opening activities on occasion
  • Work with clients and bankers to collect KYC updates for the preparation of periodic KYC reviews by the Client Account Officer team on a timely basis
  • New Client Acquisition and Business Development (35%)
  • Assist banker(s) on-board new, qualified LFG clients including document preparation
  • Assist banker(s) with mortgage marketing, including presentations, and liaison between mortgage team
  • Manage the pre-call planning process, post-meeting de-briefs; responsible for writing concise call reports
  • Maintain a moderate level of client contact to assist the banker(s) in revising strategies based on changes in client needs (non-investment)
  • FINRA Series 7, 66 (or 63/65) preferred, BA plus relevant financial services experience required
28

Associate Banker Resume Examples & Samples

  • Become subject matter expert on Know Your Customer, compliance, and escrow documentation requirements within the business to provide transactional deal support for M&A, restructuring and litigation deals that require an escrow
  • Ensure appropriate account opening/KYC requirements are captured from client
  • Research current transactions/deals and parties. Identify risk factors, if any, and escalate for approvals or further review
  • Review escrow agreements. List and explain required documentation for account set up
  • Review and process documents
  • Liaise with CAO Hub to ensure appropriate priorities are applied to account opening
  • Manage escrow team pipeline
  • Assist with escrow marketing plan to identify and segment key firms, clients, and events
  • Support escrow staff where necessary (account opening, compliance, service)
  • 1 year of experience in Financial Services
  • Strong proficiency in Microsoft Excel, Word and Power Point a plus
29

Uhnw Associate Banker Resume Examples & Samples

  • Coordinate the establishment of new client relationships and account opening by gathering all required KYC and account opening documentation for hand-off to the Onboarding HUB
  • Facilitate delivery of Citi solutions including collecting and disseminating critical information, communicating with both clients and internal colleagues, and directing internal support teams to fulfill specific client requests
  • Develop relationships with product specialists and interact to generate ideas for cross-sell opportunities
  • Understand Citi investment platform and how investment solutions may contribute to achieving clients’ portfolio objectives
  • Contribute to creation of bespoke investment proposals based on client needs and objectives
  • Participate in regular review of investment portfolios including tactical and strategic reallocation, performance monitoring and portfolio rebalancing
  • Work with the Banker to create and maintain client account plans designed to identify revenue growth opportunities for new and existing clients
  • Familiarity with investment and economic concepts
  • Highly developed attention to detail including follow up and follow through with tasks/requests
  • Comfortable working in an undefined environment with minimal or offsite supervision
30

Associate Banker Mena Resume Examples & Samples

  • Thorough understanding of the Lebanese and Jordanian market
  • Detailed understanding of trust structures
  • Fluency in English and French (written and verbal),
  • Arabic speaking is an advantage
31

Associate Banker Turkey Team Resume Examples & Samples

  • Proven experience working in a servicing role within the Financial Services sector (Private Banking/Wealth management experience preferred)
  • Demonstrates extensive knowledge of all CPB banking systems, platforms and capabilities
  • Proven experience in a front office environment dealing directly with clients
  • Excellent communication skills, written and verbal, in multiple languages as required
  • Ability to challenge status quo and continuously optimize processes and tasks in own area of responsibility
32

Senior Associate Banker Resume Examples & Samples

  • Corporate & Investment Banking: This area receives the support of GCB local and global product teams and is split in two groups: Large Corps that covers clients with revenues between $500 and $2Bn; and Global Relationship Model (MRG) that covers clients with annual revenues in excess of $2bn
  • Global Transactional Services: A product team specialized in bilateral lending, trade finance, and Cash Management
  • Financial Solutions and Advisory: A product team specialized in syndicated loans, project finance, debt capital markets, equity capital markets and tax equity
  • Fixed Income Sales: A product team specialized in the sale of instruments to hedge interest rate risk and exchange rate risk of corporate clients’ liabilities
  • Bachelors Degree in Finance, Economics or related field; MBA preferred
  • 3-5 years of related experience in Financial Services Industry
  • Ability to operate in a fluid, dynamic environment and embrace change
  • Expertise in PowerPoint and Excel
  • Familiarity with Santander network
  • Fluency in English and Spanish/Portuguese is a plus, but not required
  • Outstanding presentation skills
  • Strong interpersonal and commercial skills
  • Demonstration of poise, composure and confidence in front of clients and Bank senior management
  • Strong understanding of corporate finance and banking products
  • Solid financial modeling and Credit skills
  • Team player attitude
33

Associate Banker Resume Examples & Samples

  • Managing the HNW (High Net Worth) client portfolio for the business
  • Participating and managing the follow-up of client reviews
  • Assist banker(s) in Know-Your-Client (“KYC”) profiling, qualifying and converting prospects into Citi Private Bank (“CPB”) clients
  • Partner with KYC Specialists and Client Account Officer (“CAO”) Hub as necessary to build client profiles that meet the requirements of CPB KYC/AML Policies
  • Assist banker(s) in account opening process, obtaining KYC and other required approvals to ensure that new clients are smoothly on-boarded onto the CPB platforms
  • Assist banker(s) in compiling Investment Objective Setting (“IOS”)/Suitability reports in accordance with the latest policies
  • Assist banker(s) in processing client transactions and responding to client inquiries
  • Assist banker(s) on suitability surveillance requests
  • CPB Canada tax reporting coordinator across multiple processing platforms
  • Occasionally perform functions outside the normal scope of the job when needed to support the mandate and strategies of the business
  • Able to deliver tasks within deadlines provided
  • Positive working attitude and strong work ethic
  • Values teamwork
  • Prior work experience as Client Account Officer, Associate Banker or sales support function (within Wealth Management) would be an asset
  • Completion of the Canadian Securities Course (“CSC”) would be an asset
  • Proficient with Word, Excel, Powerpoint and Adobe
  • Registration with respective provincial securities commission or someone who can be registered quickly would be an asset
34

HNW Associate Banker Resume Examples & Samples

  • Excellent verbal and written communication skills with an ability to escalate issues to management
  • Ability to think logically and critically about client needs and generate creative solutions when required
  • Must be a self-starter with the ability to set a high standard of meeting deliverables
  • Highly developed attention to detail including follow-up and follow-through with tasks and requests
  • Proven ability to learn on the job and comfortable working in an environment where policies and procedures change regularly
  • FINRA Series 7, 66 (or 63 & 65)
35

Cpb-associate Banker Resume Examples & Samples

  • An Associate Banker role to manage needs of accounts of ex-APAC clients hosted on the Global Client Desk. To also provide support / advice to APAC Lead and Host Bankers on implementation and administrative matters behind GCP accounts
  • A assistant marketer role which requires the individual to help promote the Global Client Program internally and externally through various marketing and communications tools – writing blogs, presentations, conducting market research, planning and organizing roadshows, manage Intranet content etc
  • Minimum: a good bachelor’s degree from a recognized university. Not confined to business, banking and finance degrees only. Open to degrees in the sciences, arts and humanities
  • Good writing, communications and presentation skills – able to speak to audiences of 2 up to a room full of people
  • Basic software skills – Excel, Word, PPT
  • Independent, confident and sociable; has a sense of humor, a positive attitude and a zest for life
  • Able to work with colleagues from different regions and cultures; team-work is critical
  • Service-oriented; customer-first attitude
  • Has initiative, is resourceful, thinks out of the box and has problem solving skills
  • Has ability to organize, prioritize and multi-task; is not a procrastinator; meticulous in processes, documentation and administrative matters
  • Knowledge of another Asian language is an advantage but not mandatory
  • Has obtained CACS Paper 1 & 2 qualifications from Institute of Banking & Finance. If you don’t have this, you can obtain it after you join
  • At least 3 years' junior banking experience would be an advantage
  • Good knowledge of financial markets, and banking and investment products
  • Manage business pipeline working closely with bankers
  • Handle transactional and administrative needs of Global Client Desk
  • Must be able to handle day-to-day administration and documentation such as account opening and closing, KYC execution, trade transactions, problem resolution
  • A meticulous person who pays attention-to-detail
  • Meticulous event planner; able to conceive and organize client events from start to end
  • Can work independently and flourishes in team work, too
  • Must be able to pitch an idea / event to audiences through effective writing, communications and marketing skills
  • Good writer. Able to write persuasive blogs on success stories
  • Adept at PowerPoint presentations. Preparing and maintaining the pitch book
  • Develop partnerships with external parties such as international property consultants
  • Resourceful in information gathering and market research on global investing trends and ideas
  • Manage the content for GCP Intranet portal – create content, update existing content, ensure accuracy, provide menu of useful information and tools for bankers. To work closely with the Global Intranet Team to maintain the GCP Intranet Site
  • Doesn’t hide behind a computer. Gregarious, outspoken and gets things done
36

Associate Banker, NE Team Leader Resume Examples & Samples

  • Proven experience working in a front-office/servicing environment dealing directly with clients, within the Financial Services sector (Private Banking/Wealth Management experience preferred)
  • Extensive knowledge of all CPB banking systems, platforms and capabilities
  • Proven experience in managing a team. Skills
  • Fluency in spoken and written English, and other languages an advantage
  • Ability to challenge status quo and continuously optimise processes and tasks in own area of responsibility
  • Pro-active, initiative and driven
  • Preferably degree educated, however, exceptional candidates who do not meet this criteria may be considered, provided they have the necessary skills and experience
  • IAC / IMC Qualified preferable. Competencies
  • Ability to lead, manage, coach and mentor people
  • A strong team-player. Ability to build and maintain a high performing team
  • Relationship Building
  • High ability to influence and persuade
  • Ability to prioritise and manage multiple deadlines, work to tight schedules and provide a fast and efficient turnaround of tasks and problem resolutions
  • Proven ability to make sound judgements and take appropriate decisions on a day-to-day basis
  • Ability to build effective working relationships across hierarchal levels and functions
  • Is aware of, and effectively manages, risk and compliance related situations in his/her area
  • Numerate, analytical mind and attention to detail with strong problem-solving skills