The Associate Banker role at Publix Serving (Civica) in St Helier, Jersey, seeks an experienced professional to provide client service support, manage documentation, and assist in client relationship management. The ideal candidate should have 5-8 years of experience, knowledge of investments, and strong communication skills
Job Summary
Provide complete service support to client, including solving complex client inquiries.
Assist the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients.
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets.
Matching Summary
Match Score: 85
The Associate Banker role at Publix Serving (Civica) in St Helier, Jersey, seeks an experienced professional to provide client service support, manage documentation, and assist in client relationship management. The ideal candidate should have 5-8 years of experience, knowledge of investments, and strong communication skills.
Skills & Requirements
Must-have
client service support
documentation support
client relationship management
revenue tracking
KYC/AML compliance
Nice-to-have
coaching and training
process improvement
risk assessment
Key Requirements
5-8 years of experience
Knowledge of investments
CFA level 4 or equivalent qualification
Bachelor's/University degree or equivalent experience