Private Banker, Citi

Private Banker

Citi

Location:
United Kingdom, London

Category:
Banking

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

Citi Wealth at Work is looking for an experienced banker with proven relationship building skills to work with client firms and their senior employees. The role involves serving as a trusted advisor, managing client relationships, and developing tailored financial solutions.

Job Responsibility:

Actively identify and onboard investment prospects
Manage clients and existing book
Serve as a trusted advisor to clients
Maintain full understanding of client goals and risk tolerance
Develop tailored solutions
Plan and prioritize daily, weekly, and monthly activities
Build relationships/partner with support groups
Ensure seamless execution of internal processes
Understand and communicate the risk involved with various investment strategies
Establish credibility and trust with all Citi Wealth colleagues

Requirements:

Extensive 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
Demonstrated track record in relationship management and investments
Investment Advisory Diploma

Additional Information:

Job Posted:
June 19, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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