Private Banker - Wealth at Work, Asset Manager Group, Citi

Private Banker - Wealth at Work, Asset Manager Group

Citi

Location:
United Kingdom, London

Category:
Finance

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

Citi Wealth at Work is looking for an experienced banker with proven relationship building skills to work with client firms and their senior employees. The role involves managing client relationships, developing tailored financial solutions, and ensuring seamless execution of Citigroup services.

Job Responsibility:

Actively identify and onboard investment prospects
Manage clients and existing book
Serve as a trusted advisor to clients
Maintain full understanding of client goals and risk tolerance
Develop tailored solutions for clients' investment, risk management, and financing/liquidity needs
Build relationships with support groups in Citi Wealth at Work
Ensure seamless execution of internal processes and Citigroup services
Establish credibility and trust with all Citi Wealth colleagues

Requirements:

Extensive experience in a similar role
In-depth knowledge in key investment and financing products
Extensive and proven experience in Private Banking having covered the HNW/UHNW market
Demonstrated track record in relationship management and investments
Investment Advisory Diploma

Additional Information:

Job Posted:
August 14, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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