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Private Banker

https://www.citi.com/ Logo

Citi

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Location:
Singapore , Singapore

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Category:

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Contract Type:
Not provided

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Salary:

Not provided

Job Description:

Citi Private Bank is dedicated to serving the wealthiest individuals and their families. The role involves working with ultra-high net worth clients, providing tailored financial services, and building long-term relationships to meet client goals.

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:

  • 6 - 10 years (or more) 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
What we offer:
  • Programs and services for physical and mental well-being including access to telehealth options, health advocates, confidential counseling
  • Expanded Paid Parental Leave Policy
  • Learning and development resources to help broaden and deepen skills and knowledge
  • Programs that help employees balance their work and life, including generous paid time off packages

Additional Information:

Job Posted:
March 22, 2025

Employment Type:
Fulltime
Work Type:
On-site work
Job Link Share:

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