Private Banker Lead Job at Citi (Singapore)

Private Banker / Senior Private Banker

Citi Private Bank (CPB) is dedicated to serving the world's wealthiest individua...

Location

Singapore , Singapore

Salary:

Not provided

Citi

Expiration Date

Until further notice

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

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

What we offer

Access to telehealth options, health advocates, confidential counseling
Access to an array of learning and development resources
Generous paid time off packages
Programs that help employees balance their work and life

Fulltime

Private Banker / Senior Private Banker

Private Banker / Senior Private Banker for China Team (UHNW Segment) based in Si...

Location

Singapore , Singapore

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

10+ years of experience
Extensive and proven experience in Private Banking covering 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

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 regarding financial matters
Build relationships with client families that cross generations
Effectively manage client expectations
Bring together product experts to develop long-term solutions
Help clients achieve broad financial/investment goals related to wealth creation and management
Develop tailored solutions addressing investment, risk management, and financing/liquidity needs
Establish a referral network and gain introductions to potential clients

What we offer

Access to telehealth options
Health advocates
Confidential counseling
Learning and development resources
Generous paid time off packages
Programs to help balance work and life

Fulltime

Private Banker / Senior Private Banker

Private Banker / Senior Private Banker for Singapore Team serving ultra-high net...

Location

Singapore , Singapore

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

10+ years of experience
Extensive and proven experience in Private Banking covering UHNW market
Extensive experience in working with and/or leading client teams and transactions
Demonstrated track record in relationship selling
Bachelor's/University degree

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 regarding financial matters
Build relationships with client families that cross generations
Effectively manage client expectations
Bring together product experts to develop long-term solutions
Help clients achieve broad financial/investment goals related to wealth creation and management
Develop tailored solutions addressing investment, risk management, and financing/liquidity needs
Establish a referral network and gain introductions to potential clients

What we offer

Access to telehealth options
Health advocates
Confidential counseling
Learning and development resources
Generous paid time off packages
Programs to help balance work and life

Fulltime

Senior Private Banker

Private Banker/Senior Private Banker for India Team at Citi Private Bank, servin...

Location

Singapore , Singapore

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

15+ years of experience
Extensive and proven experience in Private Banking covering UHNW market
Extensive experience in working with and/or leading client teams and transactions
Demonstrated track record in relationship selling
Experience covering South Asia / NRI clients
Bachelor's/University degree
Master's degree preferred

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
Effectively manage client expectations regarding what can and cannot be executed on their behalf
Bring together product experts to develop long-term solutions to strengthen relationships
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

What we offer

Access to telehealth options
Health advocates
Confidential counseling
Learning and development resources
Generous paid time off packages
Programs to help employees balance work and life

Fulltime

Private Banker

Citi Private Bank is looking for a high-caliber Private Banker to serve UHNW cli...

Location

Singapore , Singapore

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

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
6 - 10 years (or more) of experience

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

What we offer

Programs for physical and mental well-being, including telehealth options and confidential counseling
Expanded Paid Parental Leave Policy
Access to learning and development resources
Generous paid time off packages

Fulltime

Private Banker

The Private Banker Lead is a strategic professional who stays abreast of develop...

Location

Hong Kong SAR , Central and Western District

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

6-10 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
master's degree preferred

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
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

What we offer

equal opportunity employer
accessible tools and reasonable accommodations for people with disabilities

Fulltime

Senior Private Banker

The Private Banker Principal is a strategic professional providing in-depth expe...

Location

Hong Kong , Central and Western District

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

15+ 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, Master's degree preferred

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
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

Fulltime

Private Banker

Private Banker / Senior Private Banker for Taiwan Team based in Singapore, servi...

Location

Singapore , Singapore

Salary:

Not provided

Citi

Expiration Date

Until further notice

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
Experience of covering Indonesia market
Bachelor's/University degree
Master's degree preferred

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

What we offer

Programs and services for physical and mental well-being including access to telehealth options, health advocates, confidential counseling
Access to learning and development resources
Generous paid time off packages
Programs that help employees balance their work and life

Fulltime

Private Banker Lead

Citi

Location:
Singapore , Singapore

Category:
Banking

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
April 30, 2025

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