Private Banker, Citi

Citi

Location:
Singapore, Singapore

Category:
Banking

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

Citi Private Bank is dedicated to serving the wealthiest individuals and their families. The role involves working with ultra-high net worth clients, providing tailored financial services, and building long-term relationships to meet client goals.

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:

6 - 10 years (or more) 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:

Programs and services for physical and mental well-being including access to telehealth options, health advocates, confidential counseling
Expanded Paid Parental Leave Policy
Learning and development resources to help broaden and deepen skills and knowledge
Programs that help employees balance their work and life, including generous paid time off packages

Additional Information:

Job Posted:
March 22, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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