Private Banker - Israel Market

Citi Private Bank is a trusted advisor to the world’s wealthiest, most influential individuals and families. Like Citi’s government, institutional and multinational corporate clients, Citi Private Bank clients receive bespoke service and access to the best ideas and solutions tailored to their unique needs and aspirations.

Among its select clients are a third of the world’s billionaires, many of whom are globally minded entrepreneurs with an expectation of an institutional level of service, who take advantage of Citi’s holistic approach to wealth management.

The Private Banker's role is to develop and deliver private and investment banking services to Ultra High Net Worth (UHNW) clients within the Israel Market. UHNW is defined as clients with USD 25+ million Net Worth or USD 10+ million AUM or USD 100,000+ Client Net Revenue.

Responsibilities:

• Build Client Relationships - Demonstrates an in-depth understanding of clients' businesses and sources of wealth generation as well as serve as a trusted advisor to the Private Banks clients.
• Develop Client Solutions - Develop tailored solutions that address clients' unique investment, risk management, and financing/liquidity needs.
• Execute and Drive Results - Set challenging goals, regularly monitoring progress and making adjustments to achieve objectives.
• Teamwork - Help team members to acquire the experience necessary to establish credibility with clients and intermediaries.
• Build & Maintain Relationships with Business Partners, Colleagues and Staff - Develop strong relationships and partners with support functions across the Private Bank to maintain control, find solutions and resolve issues.
• Promote Integrity and Trust - Understand and communicate the risk involved with various investment strategies.

Knowledge/Experience:

• Proven experience in the UHNW Private Banking, specifically covering the Israel market
• Demonstrated track record in relationship acquisition.
• Proven success in building a new business, prospecting for new clients and business, identifying new business opportunities and closing transactions.
• Extensive experience in selling new products, based on client needs.
• Experience in working on teams and influencing diverse resources and stakeholders.

Skills:

• Fluent English (written and spoken, knowledge of Hebrew is advantageous.
• Excellent relationship building skills
• Thrives in a business development environment
• Strong IT skills including Excel and Word
• Creative and innovative
• Able to multi-task and prioritise
• Strong awareness of risk and compliance

We work hard to have a positive financial and social impact on the communities we serve. In turn, we put our employees first and provide the best-in-class benefits they need to be well, live well and save well.

By joining Citi London, you will not only be part of a business casual workplace with a hybrid working model (up to 2 days working at home per week), but also receive a competitive base salary (which is annually reviewed), and enjoy a whole host of additional benefits such as:

• · Generous holiday allowance starting at 27 days plus bank holidays; increasing with tenure
• · A discretional annual performance related bonus
• · Private medical insurance packages to suit your personal circumstances
• · Employee Assistance Program
• · Pension Plan
• · Paid Parental Leave
• · Special discounts for employees, family, and friends
• · Access to an array of learning and development resources

Alongside these benefits Citi is committed to ensuring our workplace is where everyone feels comfortable coming to work as their whole self every day. We want the best talent around the world to be energized to join us, motivated to stay, and empowered to thrive.

Sounds like Citi has everything you need? Then apply to discover the true extent of your capabilities.

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: 

• Honesty, integrity and reputation 
• Financial soundness 
• 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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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.