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Citi Private Bank (CPB) is dedicated to serving the world’s wealthiest individuals and their families. We’re currently looking for a high caliber professional to join our team as a Private Banker / Senior Private Banker - India Team based in Singapore. Being part of our team means that we’ll provide you with the resources to meet your unique needs, empower you to make healthy decision and manage your financial well-being to help plan for your future.
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
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
Establish a referral network and gain introductions to potential clients which generate new sales
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
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
Programs and services for your physical and mental well-being including access to telehealth options, health advocates, confidential counseling and more
Access to an array of learning and development resources to help broaden and deepen your skills and knowledge
Variety of programs that help employees balance their work and life, including generous paid time off packages