Senior Private Banker, Citi

Citi

Location:
Singapore, Singapore

Category:
Finance

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

At Citi, we get to connect millions of people across hundreds of cities and countries every day. From 52 locations across 20 countries, we offer our services to more than 14,000 ultra-high net worth clients from nearly 100 nations. Citi Private Bank is dedicated to serving the world’s wealthiest individuals and their families. We provide a broad range of financial services and products to our clients to help them meet opportunities and face challenges.

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
demonstrated track record in relationship selling
experience of covering Indonesia market
bachelor's/university degree, master's degree preferred

What we offer:

Citi provides programs and services for your physical and mental well-being including access to telehealth options, health advocates, confidential counseling
Citi provides access to an array of learning and development resources to help broaden and deepen your skills and knowledge as your career progresses
generous paid time off packages
variety of programs that help employees balance their work and life

Additional Information:

Job Posted:
May 21, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Senior Private Banker