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Senior Wealth Manager

2 months ago

Singapore Citi Full time
Citi Private Bank (CPB) is dedicated to serving the world's wealthiest individuals and their families. Our team of experienced professionals provides customized services to help protect and responsibly grow our clients' wealth. As a Vice President, Private Banker - China Team (UHNW Segment), you will be responsible for identifying and converting prospects into clients, demonstrating an in-depth understanding of clients' businesses and sources of wealth generation, and serving as a trusted advisor to clients seeking strategic advice regarding financial matters.

Key responsibilities of this role include:
  • Actively identifying and establishing contact with potential clients
  • Demonstrating expertise in key investment and financing products
  • Developing tailored solutions to address clients' investment, risk management, and financing/liquidity needs
  • Establishing relationships with client families that cross generations to create long-term connections to the Citi Private Bank
  • Effectively managing client expectations regarding what can and cannot be executed on their behalf
  • Broadening and deepening your skills and knowledge through access to an array of learning and development resources
  • Managing a portfolio of high net worth clients and their families
  • Developing and implementing comprehensive wealth management strategies
  • Establishing and maintaining strong relationships with clients and their families to provide exceptional service and support


This role is ideal for a highly experienced professional with a proven track record in private banking, who is passionate about delivering exceptional service and support to high net worth clients and their families. If you have a strong understanding of the wealth management industry and a desire to work in a dynamic and fast-paced environment, we encourage you to apply for this exciting opportunity.