Private Banker, Taiwan Team

5 days ago


Singapur, Singapore Citi Full time

Join to apply for the Private Banker / Senior Private Banker (Taiwan Team) role at Citi At Citi , we connect millions of people across hundreds of cities and countries every day. We provide a broad range of financial services and products to our clients to help them meet their biggest opportunities and face the world's toughest challenges. Shape your Career with Citi Citi Private Bank (CPB) is dedicated to serving the world’s wealthiest individuals and their families. We’re currently looking for a high-caliber professional to join our team as a Private Banker / Senior Private Banker - Taiwan Team based in Singapore. We offer our employees programs and services for their physical and mental well-being, access to learning and development resources, and generous paid time off packages. Some key responsibilities of the role include: Actively identifying prospects and establishing contact with them/convert prospects into clients. Demonstrating an in-depth understanding of clients’ businesses and sources of wealth generation. Anticipating events in a client’s life and business which have significant financial implications. Serving as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. Building relationships with client families that cross generations to establish long-term connections to the Citi Private Bank. Effectively managing client expectations regarding what can and cannot be executed on their behalf. Bringing together product experts to develop long-term solutions to strengthen relationships with the firm. Helping clients achieve broad financial/investment goals related to the creation and management of wealth. Developing tailored solutions that address clients' investment, risk management, and financing/liquidity needs. Establishing a referral network and gaining introductions to potential clients which generate new sales. Applying an in-depth level of knowledge in key investment and financing products. Developing 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 and proven experience in Private Banking having covered the UHNW market Experience of covering Indonesia market Bachelor's/University degree, Master's degree preferred Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. #J-18808-Ljbffr


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