Private banker
3 weeks ago
AtCiti , we connect millions of people across hundreds of cities and countries every day. We do this through our unparalleled global network, providing a broad range of financial services and products to our clients – whether they be consumers, corporations, governments, or institutions.
Shape your Career with Citi
Citi Private Bank (CPB)serves the world’s wealthiest individuals and their families. From 52 locations across 20 countries, we offer our services to more than 14,000 ultra-high net worth clients. Our clients include entrepreneurs, business leaders, and their families, whom we offer customized services to help protect and responsibly grow their wealth.
We’re currently looking for a high caliber professional to join our team as a Private Banker - India Team (UHNW Segment), based in Singapore. Being part of our team means that we’ll provide you with the resources to meet your unique needs and empower you to manage your financial well-being.
In this role, you’re expected to:
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 seeking 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 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.
As a successful candidate, you’d ideally have the following skills and exposure:
10+ years of experience.
Extensive experience in Private Banking covering the UHNW market.
Demonstrated track record in relationship selling.
Bachelor's/University degree.
Working at Citi 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.
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
Job Family Group:Private Client Coverage
Job Family:
Time Type:Full time
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.#J-18808-Ljbffr
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