The Private Banking Analyst is a developing professional role.  Deals with most problems independently and has some latitude to solve complex problems.  Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices.  Good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family.  Applies analytical thinking and knowledge of data analysis tools and methodologies. Requires attention to detail when making judgments and recommendations based on the analysis of factual information.  Typically deals with variable issues with potentially broader business impact.  Applies professional judgment when interpreting data and results.  Breaks down information in a systematic and communicable manner.  Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Moderate but direct impact through close contact with the businesses' core activities.  Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams. 

Responsibilities:

• Delivers wealth management services to Private Bank clients with guidance from the Banker teams

• Partners with private bankers, investment professionals and other product specialists to deliver tailored and robust client solutions

• Leverages Citi Private Bank’s proprietary asset allocation model and analytical tools to optimize clients’ portfolios

• Directly contributes to client analytics and proposals

• Explores and develops new business opportunities

• 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:

• Motivated individuals, who are eager to start their careers at a global organization, tend to think globally and have an innovative outlook on business. Open to all disciplines.

• Strong interpersonal and relationship-building skills

• High level of personal integrity, commitment to excellence, and a strong desire to learn

• Resiliency to work in a challenging and changing high-volume, fast-paced environment

• Sense of urgency and ability to execute quickly and efficiently

• Upholds a strong significance to business ethics

Education:

• Bachelor's/University degree or equivalent experience

• Year of graduation 2023 to 2025

• Obtained or on course to achieve a 3.0 GPA out of 4.0 (or equivalent) at undergraduate level in any degree discipline.

We review applications on a rolling basis and therefore encourage you to apply as soon as possible.

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Job Family Group:

Private Client Coverage

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Job Family:

Development Program

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Time Type:

Full time

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

 

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