Associate Banker Resume Samples

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K Walter

Kenny

Walter

3598 Mann Ranch

Los Angeles

+1 (555) 995 5944

3598 Mann Ranch

Los Angeles

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

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

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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)

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

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

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

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

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

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

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

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

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

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)

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

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.)

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

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

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

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

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

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

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

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

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

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

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

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

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)

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

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

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

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

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

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

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

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)

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

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