Private Wealth Manager
2 weeks ago
About the Role:
At Citi, we connect millions of people across hundreds of cities and countries every day. As a Private Banker, you'll be part of our team dedicated to serving the world's wealthiest individuals and their families. With 52 locations across 20 countries, we offer customized services to help protect and responsibly grow their wealth.
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 to the Citi Private Bank.
• 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:
• 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
About Citi:
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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