Private Banker Sr Group Manager, Citi

Citi

Location:
Singapore, Singapore

Category:
Finance

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

Citi Private Bank is dedicated to serving the world’s wealthiest individuals and their families, offering financial services to ultra-high net worth clients globally. The role involves managing and leading a team in the UHNW segment, driving revenue goals, providing guidance and support, serving as a trusted advisor to clients, and ensuring compliance with regulations.

Job Responsibility:

Accountable for driving revenue and be responsible for their entire team’s revenue goals
Works closely with the Global Market Manager (GMM) to lead the activities for the team
Coach and guide team members and help them develop and share sales ideas across their and the wider team
Co-ordinate client calling and prospecting amongst team members and sharing best practice
Work with the GMM to achieve overall team revenues and growth objectives
Take the lead in developing and implementing marketing and client events for the team
Help team members in executing their account plans by providing guidance and support on specific deals and clients
Provide ongoing feedback to team members on their performance as well as the formal mid-year & year-end reviews
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 a comprehensive 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 appropriate product experts to develop long-term solutions that strengthen client relationships with the firm
Help clients achieve broad financial & investment goals related to the creation, management, and transfer of wealth
Develop tailored solutions that address clients' unique investment, risk management, and financing/ liquidity needs
Regularly monitor progress against goals and make adjustments to achieve objectives
Plan and prioritize daily, weekly and monthly activities to maximize revenue growth and client satisfaction
Transfer or eliminate non-productive accounts in order to focus on clients who fit within the business strategy
Establish a referral network and gain introductions to potential clients which generate new sales
Close the deal, making concessions that are appropriate and in line with the fundamental interests of the Private Bank
Help team members acquire the experience to establish credibility with clients and intermediaries
Demonstrate strong commitment to team success and place team goals above personal achievement
Work collaboratively with the GMM and other Team Leaders to lead the business
Encourage team members to work collaboratively and with the entire business to deepen client relationships and exceed sales goals
Align complementary experiences and skill sets of team members to maximize client effectiveness
Build and maintain relationships with Business Partners, Colleagues and Staff
Develop strong relationships and partners with support functions across the Citi Private Bank to maintain control, find solutions and resolve issues
Follow standard procedures and advocate appropriate exceptions to standard practices when the bigger picture needs to be considered, and seek or grant approvals as appropriate
Ensure compliance on regulatory requirements and minimizes any potential liability for Citi
Ensure clients are presented with seamless execution of internal processes and Citi services
Prioritize issues that need to be escalated, getting the appropriate people involved to expedite resolution
Understand and communicate the risk involved with various investment strategies
Establish credibility and trust with all Citi Private Bank colleagues, maintaining the highest standards of personal and professional integrity
Persevere in delivering what is promised, even when obstacles arise

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

What we offer:

Programs and services for physical and mental well-being including access to telehealth options, health advocates, and confidential counseling
Access to an array of learning and development resources to help broaden and deepen skills and knowledge
Generous paid time off packages

Additional Information:

Job Posted:
May 06, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Private Banker Sr Group Manager