CrawlJobs Logo

Private Banker Lead

Singapore, Singapore · Job Posted April 30, 2025

Job offer has expired

Job Link Share

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

  • 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

  • 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

Looking for more opportunities?

Search for other job offers that match your skills and interests.

Similar Jobs for

Private Banker Lead

8 matching positions

Private Banker / Senior Private Banker (China Team)

The Private Banker Lead is a strategic professional who stays abreast of develop...
Location
Location
Singapore , Singapore
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 6 + 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 is Good To Have
Job Responsibility
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
Read More
Arrow Right

Private Banker / Senior Private Banker

Private Banker / Senior Private Banker for Singapore Team serving ultra-high net...
Location
Location
Singapore , Singapore
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
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
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
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
Read More
Arrow Right

Private Banker / Senior Private Banker

Private Banker / Senior Private Banker for China Team (UHNW Segment) based in Si...
Location
Location
Singapore , Singapore
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
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
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
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
Read More
Arrow Right

Private Banker / Senior Private Banker

Citi Private Bank (CPB) is dedicated to serving the world's wealthiest individua...
Location
Location
Singapore , Singapore
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
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
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
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
Read More
Arrow Right

Private Banker / Senior Private Banker

At Citi, we get to connect millions of people across hundreds of cities and coun...
Location
Location
Singapore , Singapore
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
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
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
What we offer
  • Programs and services for your physical and mental well-being including access to telehealth options, health advocates, confidential counseling
  • Access to an array of learning and development resources
  • Variety of programs that help employees balance their work and life, including generous paid time off packages
  • Fulltime
Read More
Arrow Right

Private Banker - Director - ANZ Team

The Private Banker Principal is a strategic professional who closely follows lat...
Location
Location
Singapore , Singapore
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
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 is good to have
Job Responsibility
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
Read More
Arrow Right

Private Banker Team Leader

The Private Banker Team Lead drives market strategy, leads hiring and talent dev...
Location
Location
Singapore , Singapore
Salary
Salary:
Not provided
barclays.co.uk Logo
Barclays
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Must be CACS 1 & 2 certified
  • Regulated by MAS (Monetary Authority of Singapore)
  • Experience in driving market strategy, leading hiring and talent development, and managing team KPIs and sales performance
  • Experience in providing senior oversight of client activity and banker development
  • Experience in maintaining strong governance and risk discipline
  • Experience in cultivating a high‑performing, client‑centric team culture
  • Experience in establishing and nurturing profitable partnerships with corporate and individual clients
  • Experience in management of client relationships to identify financial goals, challenges, and risk tolerance
  • Experience in research and understanding of client's industry trends, regulatory landscape, and competitive environment
  • Experience in design of customised solutions
Job Responsibility
Job Responsibility
  • Drive market strategy
  • Lead hiring and talent development
  • Manage team KPIs and sales performance
  • Provide senior oversight of client activity and banker development
  • Maintain strong governance and risk discipline
  • Cultivate a high‑performing, client‑centric team culture
  • Ensure the team executes a focused and commercially aligned business plan
  • Establish and nurture profitable partnerships with both corporate and individual clients
  • Act as the bridge between the bank's offerings and clients' needs
  • Manage client relationships to identify financial goals, challenges, and risk tolerance
What we offer
What we offer
  • Structured hybrid working
  • Supportive and inclusive culture and environment
  • Opportunity to explore flexible working arrangements
  • Office designed to optimise well-being
  • Integrated live-work-play development with shops, restaurants, gyms
  • Great location in Marina Bay with convenient commute options and excellent views
  • Access to eco-friendly facilities like an eco-farm
  • Work in one of the wealthiest and safest cities in the world
  • Richly diverse, wholly inclusive environment
  • Commitment to inclusion and opportunities
  • Fulltime
Read More
Arrow Right

Senior Private Banker

Private Banker/Senior Private Banker for India Team at Citi Private Bank, servin...
Location
Location
Singapore , Singapore
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
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
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
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
Read More
Arrow Right