The Private Banker is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Typically a small number of people within the business that provide the same level of expertise. Excellent communication skills required in order to negotiate internally, often at a senior level, and externally. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and external customers. Accountable for significant direct business results or authoritative advice regarding the operations of the business.

Responsibilities:

• Actively identify prospects and establish contact with them to convert prospects into clients.
• Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters.
• Build relationships with client families that cross generations to establish long-term connections to the Citi Private Bank.
• 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.
• Ensure compliance on regulatory requirements and minimizes any potential liability for Citi.
• Keep abreast of financial industry developments and current global market conditions.

Qualifications:

• 10+ years of experience
• 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

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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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