Citi Private Banker
4 weeks ago
Citi Private Bank is dedicated to serving the world's wealthiest individuals and their families. Our team of experts provides customized services to help protect and responsibly grow their wealth.
We're currently seeking a high-caliber professional to join our team as a Private Banker - India Team (UHNW Segment), based in Singapore. In this role, you'll be responsible for:
- Actively identifying prospects and establishing contact with them.
- Demonstrating an in-depth understanding of clients' businesses and sources of wealth generation.
- Anticipating events in a client's life and business which have significant financial implications.
- Serving as a trusted advisor to clients who frequently seek strategic advice regarding financial matters.
- Building relationships with client families that cross generations to establish long-term connections to the Citi Private Bank.
- Effectively managing client expectations regarding what can and cannot be executed on their behalf.
- Bringing together the product experts to develop long-term solutions to strengthen relationships with the firm.
- Helping clients achieve broad financial/investment goals related to the creation and management of wealth.
- Developing tailored solutions that address clients' investment, risk management, and financing/liquidity needs.
- Establishing a referral network and gaining introductions to potential clients which generate new sales.
- Applying an in-depth level of knowledge in key investment and financing products.
- Developing expertise to identify business opportunities and address the unique needs of specific client segments.
As a successful candidate, you'd ideally have the following skills and exposure:
- 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.
- Bachelor's/University degree.
Working at Citi is far more than just a job. A career with us means joining a family of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community, and make a real impact.
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