Senior Private Banker Job at Citi (Singapore)

Private Banker / Senior Private Banker (China Team)

The Private Banker Lead is a strategic professional who stays abreast of develop...

Location

Singapore , Singapore

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

6 + 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 / Demonstrated track record in relationship selling
Bachelor's/University degree
Master's degree is Good To Have

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
Maintain full understanding of client goals and risk tolerance to ensure that financial strategies are appropriate
Uncover needs that are not articulated or clearly expressed by the client
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

Fulltime

Private Banker / Senior Private Banker

At Citi, we get to connect millions of people across hundreds of cities and coun...

Location

Singapore , Singapore

Salary:

Not provided

Citi

Expiration Date

Until further notice

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
Demonstrated track record in relationship selling
Bachelor's/University degree

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

What we offer

Programs and services for your physical and mental well-being including access to telehealth options, health advocates, confidential counseling
Access to an array of learning and development resources
Variety of programs that help employees balance their work and life, including generous paid time off packages

Fulltime

Private Banker Senior - AVP

The Private Banker Sr. is a seasoned professional role. Applies in-depth discipl...

Location

Singapore , Singapore

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

5-8 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 / Demonstrated track record in relationship selling
Creative and innovative
Able to priorities
Able to work as part of a team
Thrives in a business development environment
Strong communication skills
Ability to influence
Bachelor's/University degree or equivalent experience

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
Maintain full understanding of client goals and risk tolerance to ensure that financial strategies are appropriate
Uncover needs that are not articulated or clearly expressed by the client
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

Fulltime

Private Banker, Senior Vice President - Saudi Market

Citi Private Bank is a trusted advisor to the world's wealthiest, most influenti...

Location

Switzerland , Geneva

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Proven experience in UHNW Private Banking or the institutional/corporate banking market, specifically covering the Saudi market
Demonstrated track record in relationship acquisition
Proven success in building a new business, prospecting for new clients and business, identifying new business opportunities and closing transactions
Extensive experience in selling new products, based on client needs
Experience in working on teams and influencing diverse resources and stakeholders
Fluent English (written and spoken), Arabic language skills are also essential for this role
Excellent relationship building skills
Thrives in a business development environment
Strong IT skills including Excel and Word
Creative and innovative

Job Responsibility

Build Client Relationships - Demonstrates an in-depth understanding of clients' businesses and sources of wealth generation as well as serve as a trusted advisor to the Private Banks clients
Develop Client Solutions - Develop tailored solutions that address clients' unique investment, risk management, and financing/liquidity needs
Execute and Drive Results - Set challenging goals, regularly monitoring progress and making adjustments to achieve objectives
Teamwork - Help team members to acquire the experience necessary to establish credibility with clients and intermediaries
Build & Maintain Relationships with Business Partners, Colleagues and Staff - Develop strong relationships and partners with support functions across the Private Bank to maintain control, find solutions and resolve issues
Promote Integrity and Trust - Understand and communicate the risk involved with various investment strategies

Fulltime

New

Junior Private Banker - UHNW

Join us as a Junior Private Banker within our growing Private Banking and Wealth...

Location

United Kingdom , Greater Manchester

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

Level 4 RDR qualified or equivalent
Exceptional client servicing and relationship management skills with Ultra-High-Net-worth Clients and demonstrable experience in building and managing this client base
Previous experience in controlling and monitoring of risk within a client book
Strong knowledge of global economic and political conditions, current affairs and competitor activity and the impact of these on clients

Job Responsibility

Support the Senior Private Banker with growing a portfolio of UHNW clients, understanding their financial goals and risk appetite
Act as the primary point of contact for clients, providing exceptional service and financial advice
Conduct regular reviews of clients' investment and financial portfolios
Become a key person and subject matter expert within the team for banking products, credit advice, investment knowledge and more complex client queries
Deliver high quality bespoke advice, maximising value for our clients and negotiating the best commercial outcome
Identify and onboard new clients through networking, referrals, and strategic partnerships
Develop and execute tailored strategies to attract and retain wealthy clients in the region
Attend client events, wealth management forums, and other high-profile gatherings in London
Advise on portfolio management, estate planning, succession, and offshore structuring where relevant
Keep clients informed on market trends, economic updates, and investment opportunities

What we offer

Health and wellness
Gyms
Mental health support
Collaborative Areas
Socialising
Sports
Community events
Volunteering

Fulltime

Private Banker Team Leader

The Private Banker Team Lead drives market strategy, leads hiring and talent dev...

Location

Singapore , Singapore

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

Must be CACS 1 & 2 certified
Regulated by MAS (Monetary Authority of Singapore)
Experience in driving market strategy, leading hiring and talent development, and managing team KPIs and sales performance
Experience in providing senior oversight of client activity and banker development
Experience in maintaining strong governance and risk discipline
Experience in cultivating a high‑performing, client‑centric team culture
Experience in establishing and nurturing profitable partnerships with corporate and individual clients
Experience in management of client relationships to identify financial goals, challenges, and risk tolerance
Experience in research and understanding of client's industry trends, regulatory landscape, and competitive environment
Experience in design of customised solutions

Job Responsibility

Drive market strategy
Lead hiring and talent development
Manage team KPIs and sales performance
Provide senior oversight of client activity and banker development
Maintain strong governance and risk discipline
Cultivate a high‑performing, client‑centric team culture
Ensure the team executes a focused and commercially aligned business plan
Establish and nurture profitable partnerships with both corporate and individual clients
Act as the bridge between the bank's offerings and clients' needs
Manage client relationships to identify financial goals, challenges, and risk tolerance

What we offer

Structured hybrid working
Supportive and inclusive culture and environment
Opportunity to explore flexible working arrangements
Office designed to optimise well-being
Integrated live-work-play development with shops, restaurants, gyms
Great location in Marina Bay with convenient commute options and excellent views
Access to eco-friendly facilities like an eco-farm
Work in one of the wealthiest and safest cities in the world
Richly diverse, wholly inclusive environment
Commitment to inclusion and opportunities

Fulltime

Vp - private banker

Join Relationship Management, to build and maintain relationships with customers...

Location

Singapore , Singapore

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

CACS 1 & 2 certified
Legal Right to Work in Singapore

Job Responsibility

Management of client relationships to identify the clients financial goals, challenges, and risk tolerance to support the analysis of data obtained from various sources, including the investment portfolio and cash flow, to identify trends, insights, areas for improvement and additional services to support client needs.
Research and understanding of the client's industry trends, regulatory landscape, and competitive environment to inform strategic recommendations.
Design of customised solutions that address the client's specific needs and objectives, incorporating a range of products and services from the bank's portfolio.
Communication of the value proposition of proposed solutions, justification of recommendations, and negotiation of terms that are beneficial for both the client and the bank.
Provision of guidance to clients to support their financial decisions, offering expert investment advice, risk management and wealth management strategies support, and updates on market trends to ensure a positive and continuous relationship.
Assessment of financial, legal, and operational risks associated with client relationships, and implementation of measures to minimise potential losses.
Documentation of all client interactions, transactions, and agreements to ensure transparency and auditability, and communicate findings effectively to support product development, service offerings, and the overall bank strategy.
Monitoring of client satisfaction, revenue generated, and other relevant metrics to evaluate the effectiveness of relationship management efforts.
To contribute or set strategy, drive requirements and make recommendations for change. Plan resources, budgets, and policies
manage and maintain policies/ processes

What we offer

Hybrid working
Structured approach to hybrid working with fixed 'anchor' days
Supportive and inclusive culture and environment
Commitment to flexible working arrangements

Fulltime

Private Bank Client Onboarding Senior Analyst

Citi's Wealth brings together the full power of Citi to serve the entire continu...

Location

Hong Kong SAR , Kowloon

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

5-8 years of KYC experience in new client onboarding, periodic review or AML compliance, preferably in private banking
Good interpersonal communication skills. Able to communicate with internal and external business partners.
Consistently demonstrates clear and concise written and verbal communication skills
Advanced execution skills in a multi-tasking mode. Ability to achieve business objectives without compromising on controls and risk parameters established. Ability to interact confidently with senior management and/or regulators. Ability to coach and develop people, identifying and retaining talent. Able to partner with businesses and other support functions at senior levels in setting strategy and priorities.
Able to strive under pressure and covert opportunity from risk. Should be open to working staggered hour/shift/over weekend and on public holidays. To ensure excellent rapport with internal stakeholders including peers and seniors and duly provide inputs to the team and ensure timely resolution of all issues, wherever there are business risks and the issues need to get addressed such cases should be raised to the senior's forum for appropriate action and advice.
Proficient knowledge of English (written and spoken).
Bachelor's/University degree or equivalent experience

Job Responsibility

Responsible to perform independent Client Onboarding KYC due diligence functions of new and existing clients across a variety of teams including private bankers, operations and compliance.
To review clients' profiles and work with banker team to fulfill onboarding requirement, full compliance of Bank's AML/KYC standards, local laws and regulations.
Perform Client Name Screening disposition, Sanctions review and Enhanced Due Diligence.
Identify and highlight suspicious money laundering activities, deficiencies and other non-compliance issues to management. Provide guidance in exception handling and approval.
Manage ongoing gap analysis on policies and standards against existing processes, identify improvement initiatives for streamlining the KYC and Onboarding process and keep the guidelines/procedures up to date.
To deliver training to junior team members. Be Subject Matter Expert to senior stakeholders.
Focuses on timely and accurate delivery of all responsible functions, as well as delivering superior onboarding service and resolution of complex KYC related issues, guided by service level agreements and efficiency/accuracy standards.
Performs day to day management of volume processing, including daily management of in-process, pending, and service-related activities, ensuring requirements are clearly defined to support all scenarios of KYC account opening and maintenance requirements.
Establishes and maintains close working relationship with internal stakeholder and within team to facilitate an open and direct communication of issues, needs, queries and system setups, in such that these may be responded to in an efficient, prompt and professional manner.
Responsible for various types of project management, process and policy changes, new initiatives and managing cross-functional relationships with all teams. Analyzes complex and variable issues with significant departmental impact in the team.

What we offer

access to telehealth options, health advocates, confidential counseling and more
expanded Paid Parental Leave Policy
programs to help employees manage their financial well-being and help plan for the future
access to an array of learning and development resources
generous paid time off packages
resources and tools to volunteer in the communities

Fulltime

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Senior Private Banker

Job Description

Job Responsibility

Requirements

What we offer

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