Senior Private Banker, Citi

Citi

Location:
Hong Kong, Central and Western District

Category:
Finance

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

The Private Banker Principal is a strategic professional responsible for developing and managing long-term client relationships, addressing client needs with tailored financial solutions, and ensuring operational excellence and compliance. This position involves providing innovative financial strategies, managing teams, and building trust with clients.

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
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
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
set challenging goals, regularly monitoring progress and making adjustments to achieve objectives
establish a referral network
gain introductions to potential clients and generate new sales
close the deal while making concessions appropriate to Citi Private Bank's interests
align complementary experiences and skill sets of team members to maximize client effectiveness
ensure compliance on regulatory requirements and minimize potential liability for Citi
ensure strong controls and effective operational and administrative services
partner with colleagues across the Citi network to leverage capabilities and share expertise
ensure clients are presented with seamless execution of internal processes and Citigroup services
understand and communicate the risk involved with various investment strategies
establish credibility and trust with all Citi Private Bank colleagues, maintaining the highest standards of personal and professional integrity

Requirements:

15+ 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 preferred

What we offer:

Equal opportunity employer
compliance with applicable laws, rules, and regulations
commitment to diversity and inclusion

Additional Information:

Job Posted:
September 18, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Senior Private Banker