Private Banker, Citi

Citi

Location:
Canada, Montreal

Category:
Finance

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

The Private Banker Sr. Lead is a strategic professional responsible for managing client relationships, providing expert financial advice, and achieving growth targets at Citi Private Bank. The role demands extensive experience in Private Banking and relationship selling, with a focus on UHNW clients.

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 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

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, Master's degree preferred

What we offer:

Equal opportunity employer benefits
Accessibility accommodations

Additional Information:

Job Posted:
June 18, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Private Banker