High Net Worth Financial Advisor

7 days ago

Singapore beBeeOpportunity Full time $1,000,000 - $1,500,000
Senior Private Banker

We are seeking a highly skilled Senior Private Banker to join our team. As a Senior Private Banker, you will be responsible for identifying and pursuing business opportunities with high net worth individuals and their families.

Key Responsibilities:

  • Actively identify prospects and establish contact with them/convert prospects into clients.
  • Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation.
  • Anticipate events in a client's life and business which have significant financial implications.
  • 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.
  • Effectively manage client expectations regarding what can and cannot be executed on their behalf.
  • 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.
  • Establish a referral network and gain introductions to potential clients which generate new sales.
  • Apply an in-depth level of knowledge in key investment and financing products.
  • Develop expertise to identify business opportunities and address the unique needs of specific client segments.

Requirements:

  • 15+ 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
  • Experience of covering South Asia / NRI clients
  • Bachelor's/University degree, Master's degree preferred

Benefits:

Working at Citi is far more than just a job. A career with us means joining a family of 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.

Our Commitment:

Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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