Private Banker Lead, Citi

Citi

Location:
United Kingdom, London

Category:
Banking

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

The overall objective is to actively identify prospects, establish contact, serve as a trusted advisor, and convert prospects into long-term Citi Private Bank clients. Responsibilities include developing financial strategies, presenting investment options, resolving issues, and professionally communicating complex concepts while ensuring compliance and risk management.

Job Responsibility:

Actively identify prospects and establish contact with them/convert prospects into clients
Serve as a trusted advisor to clients who seek strategic advice regarding financial matters
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 financial strategies are appropriate
Bring together the 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
Plan and prioritize daily, weekly, and monthly activities to maximize revenue growth and client satisfaction
Close the deal while making appropriate concessions
Build relationships/partner with support groups in Citi Private Bank to maintain control, find solutions, and resolve issues
Ensure clients are presented with seamless execution of internal processes and Citigroup services
Understand and communicate risks involved with various investment strategies
Establish credibility and trust with all Citi Private Bank colleagues
Present and communicate complex financial concepts and investment strategies professionally
Appropriately assess risk when making business decisions, ensuring compliance with laws, rules, and regulations

Requirements:

6-10 years of experience
Apply an in-depth level of knowledge in key investment and financing products
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

Additional Information:

Job Posted:
May 06, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Private Banker Lead