Private Banker Job at Citi (London)

Private Banker

The Private Banking landscape in Hong Kong is currently defined by a divergence ...

Location

China , Hong Kong

Salary:

Not provided

Randstad

Expiration Date

July 26, 2026

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

Private Banker

Citi Private Bank is a trusted advisor to the world’s wealthiest, most influenti...

Location

United Kingdom , London

Salary:

Not provided

Citi

Expiration Date

Until further notice

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

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

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

Private Banker / Senior Private Banker (China Team)

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

Location

Singapore , Singapore

Salary:

Not provided

Citi

Expiration Date

Until further notice

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

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 - Saudi Market

Citi Private Bank is a trusted advisor to the world’s wealthiest, most influenti...

Location

Switzerland , Geneva

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Proven experience in UHNW Private Banking or the institutional/corporate banking market, specifically covering the Saudi 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), Arabic language skills are also essential for this role
Excellent relationship building skills
Thrives in a business development environment
Strong IT skills including Excel and Word
Creative and innovative

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

Fulltime

Junior Private Banker - UHNW

Join us as a Junior Private Banker within our growing Private Banking and Wealth...

Location

United Kingdom , Greater Manchester

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

Level 4 RDR qualified or equivalent
Exceptional client servicing and relationship management skills with Ultra-High-Net-worth Clients and demonstrable experience in building and managing this client base
Previous experience in controlling and monitoring of risk within a client book
Strong knowledge of global economic and political conditions, current affairs and competitor activity and the impact of these on clients

Job Responsibility

Support the Senior Private Banker with growing a portfolio of UHNW clients, understanding their financial goals and risk appetite
Act as the primary point of contact for clients, providing exceptional service and financial advice
Conduct regular reviews of clients' investment and financial portfolios
Become a key person and subject matter expert within the team for banking products, credit advice, investment knowledge and more complex client queries
Deliver high quality bespoke advice, maximising value for our clients and negotiating the best commercial outcome
Identify and onboard new clients through networking, referrals, and strategic partnerships
Develop and execute tailored strategies to attract and retain wealthy clients in the region
Attend client events, wealth management forums, and other high-profile gatherings in London
Advise on portfolio management, estate planning, succession, and offshore structuring where relevant
Keep clients informed on market trends, economic updates, and investment opportunities

What we offer

Health and wellness
Gyms
Mental health support
Collaborative Areas
Socialising
Sports
Community events
Volunteering

Fulltime

Private Banker, UHNW – French Market

Citi Private Bank is a trusted advisor to the world’s wealthiest, most influenti...

Location

France , Paris

Salary:

73200.00 EUR / Year

Citi

Expiration Date

Until further notice

Requirements

Proven experience in UHNW Private Banking or the institutional/corporate banking market, specifically covering the French 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 in French & 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

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

Fulltime

Private Banker Senior - AVP

The Private Banker Sr. is a seasoned professional role. Applies in-depth discipl...

Location

Singapore , Singapore

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

5-8 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
Creative and innovative
Able to priorities
Able to work as part of a team
Thrives in a business development environment
Strong communication skills
Ability to influence
Bachelor's/University degree or equivalent 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
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 – Israel Market

The Private Banking team offers bespoke banking and investment solutions to high...

Location

Switzerland , Zurich

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

Proven experience of successfully covering Private Bank clients in the Israeli Market
Excellent relationship skills with experience of managing and handling the sophisticated needs of individuals and families
Effective in gaining an in-depth understanding of client’s needs and advising on a diverse range of wealth management solutions
Experience in controlling and monitoring of risk within a client book
Substantial experience of the Financial Services industry, particularly in the areas of Retail regulated products and services to HNW & UHNW customers
Full, up to date understanding of the general financial markets dynamics and current financial concepts
High aptitude and understanding of the digital landscape
Excellent market exposure and multi-disciplined private banking expertise
Ability to proactively drive business development
Good management skills and experience of influencing others

Job Responsibility

Deliver high quality bespoke advice, maximising value for our clients and negotiate the best commercial outcome
Be recognised as an expert and influential contact for banking products, credit advice and client queries
Be recognised as an expert and influential interface between the client and other parts of the Barclays group
Provide the client with world class financial solutions
Be able and willing to discuss markets, their issues and opportunities with clients
Fully utilise the banker toolset, systems and platforms and challenge current standards to continuously improve quality
Engage with digital technologies, products and solutions that are relevant to the Wealth business
Manage and grow client relationships and acquire new clients
Establish a sound understanding of the strategy of the clients in their portfolio
Manage operational, reputational, financial crime and credit risk for the portfolio

What we offer

Access to wellness rooms, gyms and mental health support
Welcoming and inclusive culture
Modern workspaces, collaborative areas, and state-of-the-art meeting rooms
On-site cafeterias, fitness centers, and tech-equipped workstations

Fulltime

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