Private Banker - India Team - UHNW Segment, Citi

Private Banker - India Team - UHNW Segment

Citi

Location:

Singapore, Singapore

Category:

Banking

Contract Type:

Not provided

Salary:

Not provided

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Job Description:

Citi Private Bank (CPB) is dedicated to serving 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 from nearly 100 nations. Our clients include entrepreneurs, business leaders, executives, their heirs and families, whom we offer customized services to help protect and responsibly grow their wealth.

Job Responsibility:

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

What we offer:

Access to telehealth options, health advocates, confidential counseling
Expanded Paid Parental Leave Policy
Access to an array of learning and development resources
Generous paid time off packages

Additional Information:

Job Posted:

March 22, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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