Private Banker Lead

Private Banker Lead

Are you looking for a career move that will put you at the heart of a global financial institution? Then bring your skills in building relationships with client families that cross generations to establish long-term connections to the Citi Private Bank.

By Joining Citi, you will become part of a global organisation whose mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress.

What you’ll do

The overall objective is to actively identify prospects and establish contact with them/convert prospects into clients.

• Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters.
• Effectively manage client expectations regarding what can and cannot be executed on their behalf.
• Maintain full understanding of client goals and risk tolerance to ensure that financial strategies are appropriate.
• Bring together the product experts to develop long-term solutions to strengthen relationships with the firm.
• Help clients achieve broad financial/investment goals related to the creation and management of wealth.
• Develop tailored solutions that address clients' investment, risk management, and financing/liquidity needs.
• Plan and prioritize daily, weekly, and monthly activities to maximize revenue growth and client satisfaction.
• Close the deal, making concessions that are appropriate and in line with the fundamental interests of the Citi Private Bank.
• Build relationships/partner with support groups in Citi Private Bank to maintain control, find solutions and resolve issues.
• Ensure clients are presented with seamless execution of internal processes and Citigroup services.
• Understand and communicate the risk involved with various investment strategies.
• Establish credibility and trust with all Citi Private Bank colleagues, maintaining the highest standards of personal and professional integrity.
• Present and communicate complex financial concepts and investment strategies with the highest degree of professionalism.
• 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.

What we’ll need from you

• 6-10 years of experience
• Apply an in-depth level of knowledge in key investment and financing products.
• 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

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

Under the Certification Regime, certain 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:

Honesty, integrity and reputation

Financial soundness

Competence and capability

In order to comply with the requirements of the Certification Regime, certain 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, reference checks, credit checks and other background checks. If hired for this role, you will also be required to complete an annual declaration regarding your Fitness and Propriety.

By submitting your application, you acknowledge that you have read the information above and that you are applying for a Certified Role. You also agree to Citi carrying out any additional screening required, including permitted criminal record checks, reference checks, credit checks and any other background checks.

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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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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.

If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi .

View Citi’s EEO Policy Statement and the Know Your Rights poster.