CrawlJobs Logo
Citi Logo Citi · Finance

Private Banker

Hong Kong SAR, Central and Western District · Job Posted September 18, 2025
Apply Position
Job Link Share

Job Description

The Private Banker Lead role at Citi involves working with ultra-high-net-worth clients, providing strategic financial advice, and developing tailored investment solutions. Responsibilities include identifying prospects, managing relationships, achieving revenue growth, and ensuring compliance with regulatory requirements.

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
  • Develop tailored solutions that address clients' investment, risk management, and financing/liquidity needs
  • Set challenging goals, regularly monitoring progress and making adjustments to achieve objectives
  • Plan and prioritize daily, weekly, and monthly activities to maximize revenue growth and client satisfaction
  • 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 Citi Private Bank
  • Help team members acquire the experience necessary to establish credibility with clients and intermediaries
  • Demonstrate strong commitment to team success and place team goals above personal achievement
  • Encourage team members to work together 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
  • Build relationships/partner with support groups in 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 strong controls and effective operational and administrative services
  • Set an example of behaviour to all staff
  • Partner with colleagues across the Citi network to leverage capabilities and share expertise
  • Ensure clients are presented with seamless execution of internal processes and Citigroup 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
  • Flag and report illegal or improper transactions, complying with all regulatory policies and control procedures regarding client acceptability
  • Understand the broad array of products and services under the Citi umbrella
  • 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
  • Keep abreast of financial industry developments and current global market conditions
  • Present and communicate complex financial concepts and investment strategies with the highest degree of professionalism
  • Seek continuous improvement, learn from mistakes and adapt behaviour, based on feedback from clients and colleagues
  • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency

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
Citi - All Job Offers

Looking for more opportunities?

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

Suggested Tags: Frontend Developer Secretary Talent Manager Salesforce Administrator Data Analyst
Similar Jobs for

Private Banker

8 matching positions

Private Banker

The Private Banking landscape in Hong Kong is currently defined by a divergence ...
Location
Location
China , Hong Kong
Salary
Salary:
Not provided
https://www.randstad.com Logo
Randstad
Expiration Date
July 26, 2026
Flip Icon
Requirements
Requirements
  • Minimum 5-10 years of experience as a Relationship Manager in a Private Banking or High-End Premier Banking environment
  • Proven track record of AUM portability and a deep understanding of the HK/Mainland wealth corridor
  • Current holder of SFC Type 1 and 4 licenses is mandatory
  • Fluency in English, Cantonese, and Mandarin is required to serve the regional client base
  • Strong technical knowledge of investment products, DPM solutions, and offshore wealth structures
  • Fulltime
Read More
Arrow Right

Private Banker

Citi Private Bank is a trusted advisor to the world’s wealthiest, most influenti...
Location
Location
United Kingdom , London
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Proven experience in the UHNW Private Banking, specifically covering the UK market
  • Demonstrated track record in relationship acquisition
  • Proven success in building a new business, prospecting for new clients and business, identifying new business opportunities and closing transactions
  • Extensive experience in selling new products, based on client needs
  • Experience in working on teams and influencing diverse resources and stakeholders
  • Fluent English (written and spoken)
  • Excellent relationship building skills
  • Thrives in a business development environment
  • Strong IT skills including Excel and Word
  • Creative and innovative
Job Responsibility
Job Responsibility
  • Build Client Relationships - Demonstrates an in-depth understanding of clients' businesses and sources of wealth generation as well as serve as a trusted advisor to the Private Banks clients
  • Develop Client Solutions - Develop tailored solutions that address clients' unique investment, risk management, and financing/liquidity needs
  • Execute and Drive Results - Set challenging goals, regularly monitoring progress and making adjustments to achieve objectives
  • Teamwork - Help team members to acquire the experience necessary to establish credibility with clients and intermediaries
  • Build & Maintain Relationships with Business Partners, Colleagues and Staff - Develop strong relationships and partners with support functions across the Private Bank to maintain control, find solutions and resolve issues
  • Promote Integrity and Trust - Understand and communicate the risk involved with various investment strategies
What we offer
What we offer
  • Generous holiday allowance starting at 27 days plus bank holidays
  • increasing with tenure
  • A discretional annual performance related bonus
  • Private medical insurance packages to suit your personal circumstances
  • Employee Assistance Program
  • Pension Plan
  • Paid Parental Leave
  • Special discounts for employees, family, and friends
  • Access to an array of learning and development resources
  • Fulltime
Read More
Arrow Right

Private Banker

Citi Private Bank is a trusted advisor to the world’s wealthiest, most influenti...
Location
Location
United Kingdom , London
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Proven experience in the UHNW Private Banking, specifically covering the Israel market
  • Demonstrated track record in relationship acquisition
  • Proven success in building a new business, prospecting for new clients and business, identifying new business opportunities and closing transactions
  • Extensive experience in selling new products, based on client needs
  • Experience in working on teams and influencing diverse resources and stakeholders
  • Fluent English (written and spoken)
  • Excellent relationship building skills
  • Thrives in a business development environment
  • Strong IT skills including Excel and Word
  • Creative and innovative
Job Responsibility
Job Responsibility
  • Build Client Relationships - Demonstrates an in-depth understanding of clients' businesses and sources of wealth generation as well as serve as a trusted advisor to the Private Banks clients
  • Develop Client Solutions - Develop tailored solutions that address clients' unique investment, risk management, and financing/liquidity needs
  • Execute and Drive Results - Set challenging goals, regularly monitoring progress and making adjustments to achieve objectives
  • Teamwork - Help team members to acquire the experience necessary to establish credibility with clients and intermediaries
  • Build & Maintain Relationships with Business Partners, Colleagues and Staff - Develop strong relationships and partners with support functions across the Private Bank to maintain control, find solutions and resolve issues
  • Promote Integrity and Trust - Understand and communicate the risk involved with various investment strategies
What we offer
What we offer
  • Generous holiday allowance starting at 27 days plus bank holidays
  • increasing with tenure
  • A discretional annual performance related bonus
  • Private medical insurance packages to suit your personal circumstances
  • Employee Assistance Program
  • Pension Plan
  • Paid Parental Leave
  • Special discounts for employees, family, and friends
  • Access to an array of learning and development resources
  • Fulltime
Read More
Arrow Right

Private Banker

Private Banker / Senior Private Banker for Thai Team based in Singapore, serving...
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
  • Learning and development resources
  • Generous paid time off packages
  • Fulltime
Read More
Arrow Right

Private Banker

Private Banker / Senior Private Banker for Taiwan Team based in Singapore, servi...
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
  • Experience of covering Indonesia market
  • 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 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 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
Read More
Arrow Right

Private Banker

The Private Banker Lead is a strategic professional who stays abreast of develop...
Location
Location
Hong Kong SAR , Central and Western District
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
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
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
What we offer
  • equal opportunity employer
  • accessible tools and reasonable accommodations for people with disabilities
  • Fulltime
Read More
Arrow Right

Private Banker

The Private Banker Lead is a strategic professional who stays abreast of develop...
Location
Location
Hong Kong , Central and Western District
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
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
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
What we offer
  • Equal opportunity employer
  • reasonable accommodation available for individuals with disabilities
  • Fulltime
Read More
Arrow Right

Private Banker

Citi Private Bank is a trusted advisor to the world's wealthiest, most influenti...
Location
Location
United Kingdom , London
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Proven experience in UHNW Private Banking or the institutional/corporate banking market, specifically covering the African market
  • Demonstrated track record in relationship acquisition
  • Proven success in building a new business, prospecting for new clients and business, identifying new business opportunities and closing transactions
  • Extensive experience in selling new products, based on client needs
  • Experience in working on teams and influencing diverse resources and stakeholders
  • Fluent English
  • Excellent relationship building skills
  • Having a deep network in the African market
  • Thrives in a business development environment
  • Strong IT skills including Excel and Word
Job Responsibility
Job Responsibility
  • Build Client Relationships - Demonstrates an in-depth understanding of clients' businesses and sources of wealth generation as well as serve as a trusted advisor to the Private Banks clients
  • Develop Client Solutions - Develop tailored solutions that address clients' unique investment, risk management, and financing/liquidity needs
  • Execute and Drive Results - Set challenging goals, regularly monitoring progress and making adjustments to achieve objectives
  • Teamwork - Help team members to acquire the experience necessary to establish credibility with clients and intermediaries
  • Build & Maintain Relationships with Business Partners, Colleagues and Staff - Develop strong relationships and partners with support functions across the Private Bank to maintain control, find solutions and resolve issues
  • Promote Integrity and Trust - Understand and communicate the risk involved with various investment strategies
What we offer
What we offer
  • Global benefits designed to support well-being, growth and work-life balance
  • Fulltime
Read More
Arrow Right