Private Banker, Citi

Citi

Location:
United Kingdom, London

Category:
Banking

Contract Type:
Employment contract

Salary:

Not provided

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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

Additional Information:

Job Posted:
November 21, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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