Citigroup
Associate Banker, Vice President – Citi Private Bank Latin America
Citigroup, Miami, Florida, United States, 33222
The Associate Banker is a strategic professional who stays abreast of developments within the field and contributes to directional strategy by considering their application in work and the business. Recognized technical authority in a business area, this role requires basic commercial awareness and strong communication and diplomacy skills to guide, influence, and persuade internal and external stakeholders. The Associate Banker provides significant impact through complex deliverables, advising on technology or operations, and regularly assumes informal/formal leadership within teams while coaching new recruits.
Responsibilities
Provide complete service support to clients, including solving complex client inquiries.
Provide day‑to‑day support to the Banker on documentation such as account opening and closing, loan disbursals, and related processes.
Conduct client/prospect meetings – organize pre‑call planning, post‑meeting notes, and maintain all client call records including call reports.
Assist the Banker in profiling, qualifying, and converting prospects into Citi Private Bank clients.
Assist the Banker in deepening existing client relationships through deep‑dive analysis.
Assist the Banker in creating sales and marketing strategies aimed at generating revenue growth and acquiring new target clients, focusing on investments.
Assist the Banker with prospecting – conduct new client/prospect research, generate leads, develop prospects, network to identify referrals, and coordinate client events.
Provide accurate and timely revenue tracking, deal pipeline reports, and other relevant information to the Banker.
Ensure appropriate KYC/AML documentation from clients and keep client records fully updated.
Appropriately assess risk in business decisions, safeguarding Citigroup’s reputation and adhering to applicable laws, rules, and regulations. Apply sound ethical judgment regarding personal behavior and business practices, and report control issues transparently.
Qualifications
6‑10 years of experience.
Knowledge of investments; banking and credit products desirable.
Ability to manage relationships both internally and externally.
Ability to multi‑task.
Proficiency in Spanish.
Education Bachelor’s/University degree; Master’s degree preferred.
Compensation Salary Range: $117,440.00 – $176,160.00.
Benefits Citi offers competitive employee benefits, including medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Paid time off packages include planned time off (vacation), unplanned time off (sick leave), and paid holidays.
Additional Information Anticipated Posting Close Date: Nov 12, 2025.
EEO Statement Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
Citigroup
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Responsibilities
Provide complete service support to clients, including solving complex client inquiries.
Provide day‑to‑day support to the Banker on documentation such as account opening and closing, loan disbursals, and related processes.
Conduct client/prospect meetings – organize pre‑call planning, post‑meeting notes, and maintain all client call records including call reports.
Assist the Banker in profiling, qualifying, and converting prospects into Citi Private Bank clients.
Assist the Banker in deepening existing client relationships through deep‑dive analysis.
Assist the Banker in creating sales and marketing strategies aimed at generating revenue growth and acquiring new target clients, focusing on investments.
Assist the Banker with prospecting – conduct new client/prospect research, generate leads, develop prospects, network to identify referrals, and coordinate client events.
Provide accurate and timely revenue tracking, deal pipeline reports, and other relevant information to the Banker.
Ensure appropriate KYC/AML documentation from clients and keep client records fully updated.
Appropriately assess risk in business decisions, safeguarding Citigroup’s reputation and adhering to applicable laws, rules, and regulations. Apply sound ethical judgment regarding personal behavior and business practices, and report control issues transparently.
Qualifications
6‑10 years of experience.
Knowledge of investments; banking and credit products desirable.
Ability to manage relationships both internally and externally.
Ability to multi‑task.
Proficiency in Spanish.
Education Bachelor’s/University degree; Master’s degree preferred.
Compensation Salary Range: $117,440.00 – $176,160.00.
Benefits Citi offers competitive employee benefits, including medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Paid time off packages include planned time off (vacation), unplanned time off (sick leave), and paid holidays.
Additional Information Anticipated Posting Close Date: Nov 12, 2025.
EEO Statement Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
Citigroup
#J-18808-Ljbffr