Team Banker, Vice President

The Team Banker role is positioned as a strategic support function within a private banking team, focusing on serving the needs of ultra-high-net-worth (UHNW) clients. The role necessitates a blend of client relationship management, sales support, investment acumen, and regulatory compliance expertise. The effectiveness of the Team Banker directly contributes to the team's overall performance and the success of the UK Private Bank Market.

Requires strong commercial awareness and developed communication and diplomacy skills, in order to guide, influence and convince others, in particular colleagues in other areas and external clients. Requires good analytical skills in order to filter, prioritise and validate potentially complex and dynamic material from multiple sources.

Responsibilities:

• Provide excellent client service in partnership with the Private Bankers on the team and support the Team Leader in a wide range of strategic and leadership initiatives to contribute to the success of the collective team. Provide innovative support in marketing strategies, specifically with regards to prospecting and generating and supporting leads
• The role works closely with clients, prospects and Private Bankers in the relevant Banking Team to provide a high level of sales and product experience and support the banker in all aspects of reporting and regulatory requirements. Solid knowledge of bank products and regulatory requirements are critical.
• Support the team in providing a wide variety of service and investment advice to UK clients. Support serving clients by understanding their investment objectives and working in partnership with senior team members (Bankers and ICs) to deliver investment solutions, is a key part of this role. Develop relationships and generate ideas with the Bankers, ICs and clients that will lead to the growth of the asset base (NNIA and Wallet share)
• Monitor and provide guidance on the markets to internal and external clients, analysing economic trends/activities and advise the effects on the investors’ portfolios. Alongside key CPB partners, provide a view of potential changes to the investors’ holdings after evaluating the economic, financial and market factors and the potential impact on the investors’ portfolios. Work in partnership with the Private Bank team including CSOs to address financial needs and expectations of the client. Ensure compliance with all legal and regulatory requirements in line with the policies of the Citi Private Bank. Participate in client meetings and account reviews to understand the clients’ requirements if needed
• 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
• Understand how to execute transactions across the broad array of Citi products. Capture and maintain client information, Call Reports and Banker pipeline reporting. Become an expert at Sales Force and other data deliverables, including the systems and processes / procedures needed to successfully deliver Investments to our clients e.g. Tradelink Proficiency; also using financial software and Microsoft office suite.
• Work with clients, Private Bankers and On-boarding teams to facilitate a/c opening and liaise with client to ensure completion of mandatory documentation.
• Maintain learning program through internal courses and external certifications.
• 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 behaviour, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:

• Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and transactions / Demonstrated track record in relationship selling
• Pro-active, initiative and driven / Excellent communication skills, written and verbal / Excellent relationship building skills with clients and across hierarchical levels
• Ideally qualified to IAD Level 4 or equivalent and up to date SPS

Education:

• Bachelor's/University degree, Master's degree preferred

Candidates applying for this role must be aware that it is a Certified Role, subject to the FCA and PRA Certification Regime.

The Certification Regime is one element of the Individual Accountability Regime which came into effect on 7 March 2016.

Under the Certification Regime, Citi UK regulated entities (Citi entities) must ensure that employees working in certain roles categorised as specified significant harm functions (Certified Roles) are assessed as fit and proper to carry out their role.

Under the guidance provided by the FCA and PRA, firms should have regard to the following when assessing fitness and propriety:

o Honesty, integrity and reputation

o Financial soundness

o Competence and capability

In order to comply with the requirements of the Certification Regime, Citi entities must take reasonable care to ensure that an employee does not perform a Certified Role without first being certified as Fit and Proper. For this reason, you will be assessed for this role against the Fit and Proper requirements, as described above.

This assessment will be carried out through extensive interviews, self-disclosures, permitted criminal record checks, regulated reference checks, credit checks and other background screening check

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Job Family Group:

Private Client Coverage

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Job Family:

Private Banker

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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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