Financial Solutions Expert

4 days ago

Singapore beBeeSenior Full time $2,000,000 - $3,000,000

As a Senior Private Banker, you will play a vital role in connecting with high-net-worth individuals and their families to provide tailored financial solutions.

Key Responsibilities:
  • Identify and establish relationships with key clients, converting prospects into loyal customers.
  • Demonstrate expertise in understanding clients' businesses and sources of wealth generation.
  • Anticipate significant financial events in clients' lives and businesses.
  • Serve as a trusted advisor, providing strategic advice on financial matters.
  • BUILD long-term relationships with client families across generations.
  • Effectively manage client expectations regarding what can be executed on their behalf.
  • Collaborate with product experts to develop innovative solutions to strengthen client relationships.
  • Help clients achieve broad financial goals related to the creation and management of wealth.
  • Develop customized solutions addressing clients' investment, risk management, and financing/liquidity needs.
  • Establish a referral network to introduce potential clients and generate new sales opportunities.
Requirements:
  • 15+ years of experience in Private Banking, preferably covering UHNW markets or leading client teams and transactions.
  • Extensive experience working with South Asia/NRI clients is highly desirable.
  • Bachelor's degree, Master's preferred.

Citi is an equal opportunity employer committed to diversity and inclusion. We offer a dynamic work environment, competitive compensation, and opportunities for professional growth and development.

About Us:

We are a global bank with a rich history, serving millions of people across hundreds of cities and countries. Our team is dedicated to helping our clients achieve their financial goals and make a lasting impact in their communities.

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