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Private Banker

United Kingdom, London Employment contract · Job Posted November 21, 2025
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Job Description

Private Banker role within Citi Wealth at Work's Law Firm Group, serving as the leading banking and financial partner to Am Law 100 & Magic Circle Partners and their firms. The role focuses on providing Banking, Lending, Investments services and advice to senior professionals and their firms in the UK, Europe and Middle East markets.

Job Responsibility

  • Actively identify investment prospects within existing book of business and convert prospects into clients
  • Serve as trusted advisor to clients seeking strategic advice regarding financial matters
  • Effectively manage client expectations regarding what can and cannot be executed
  • Maintain full understanding of client goals and risk tolerance to ensure financial strategies are appropriate
  • Bring together product experts to develop long-term solutions to strengthen relationships with firms
  • Help clients achieve broad financial/investment goals related to creation and management of wealth
  • Develop tailored solutions addressing clients' investment, risk management, and financing/liquidity needs
  • Plan and prioritize daily, weekly, and monthly activities to maximize revenue growth and client satisfaction
  • Build relationships/partner with support groups in Citi Wealth at Work to maintain control, find solutions and resolve issues
  • Ensure clients are presented with seamless execution of internal processes and Citigroup services
  • Understand and communicate risk involved with various investment strategies
  • Establish credibility and trust with all Citi Wealth colleagues
  • Present and communicate complex financial concepts and investment strategies

Requirements

  • A good track record of experience in a similar role
  • Apply an in-depth level of knowledge in key investment and financing products
  • Extensive and proven experience in Private Banking having covered the HNW/UHNW market
  • Extensive experience in working with and/or leading client teams and transactions
  • Demonstrated track record in relationship management and investments
  • Investment Advisory Diploma
  • Must pass Fit and Proper assessment including honesty, integrity and reputation, financial soundness, competence and capability
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