Private Banker - Director

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Join to apply for the Private Banker - Director role at Citi

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The Private Banker Principal is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Strong commercial awareness is a necessity. Provides advanced judgment and conducts in-depth quantitative or qualitative analysis to solve problems and develop new, innovative solutions. Required to think beyond existing solutions, assumptions or current knowledge of sophisticated areas.

By Joining Citi, you will become part of a global organisation whose mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress.

What You’ll Do

• 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.
• Effectively manage client expectations regarding what can and cannot be executed on their behalf.
• Maintain full understanding of client goals and risk tolerance to ensure that financial strategies are appropriate.
• Uncover needs that are not articulated or clearly expressed by the client.
• 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.
• Set challenging goals, regularly monitoring progress and making adjustments to achieve objectives.
• Establish a referral network and gain introductions to potential clients which generate new sales.
• Close the deal, making concessions that are appropriate and in line with the fundamental interests of the Citi Private Bank.
• Ensure compliance on regulatory requirements and minimizes any potential liability for Citi.
• Ensure clients are presented with seamless execution of internal processes and Citigroup services.
• Understand and communicate the risk involved with various investment strategies.
• Flag and report illegal or improper transactions, complying with all regulatory policies and control procedures regarding client acceptability.
• Understand the broad array of products and services under the Citi umbrella.

What We’ll Need From You

Education :

Sounds like Citi has everything you need? Then apply to discover the true extent of your capabilities.

Job Family Group :

Private Client Coverage

Job Family : Private Banker

Time Type : Full time

Most Relevant Skills

Please see the requirements listed above.

Other Relevant Skills

For complementary skills, please see above and / or contact the recruiter.

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.

If you are a person with a disability and need a reasonable accommodation to use our search tools and / or apply for a career opportunity review Accessibility at Citi.

View Citi’s EEO Policy Statement and the Know Your Rights poster.

Seniority level

Seniority level

Not Applicable

Employment type

Employment type

Full-time

Job function

Job function

Finance and Sales

Industries

Banking, Financial Services, and Investment Banking

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