Senior Private Banker, Citi

Citi

Location:
Singapore, Singapore

Category:
Finance

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

Citi Private Bank (CPB) is dedicated to serving the world’s wealthiest individuals and their families. From 52 locations across 20 countries, we offer our services to more than 14,000 ultra-high net worth clients from nearly 100 nations. Our clients include entrepreneurs, business leaders, executives, their heirs and families, whom we offer customized services to help protect and responsibly grow their wealth.

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
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
Plan and prioritize daily, weekly, and monthly activities to maximize revenue growth and client satisfaction
Establish a referral network and gain introductions to potential clients which generate new sales
Close the deal, making concessions that are appropriate and in line with the fundamental interests of the Citi Private Bank
Help team members acquire the experience necessary to establish credibility with clients and intermediaries
Demonstrate strong commitment to team success and place team goals above personal achievement
Encourage team members to work together to deepen client relationships and exceed sales goals
Align complementary experiences and skill sets of team members to maximize client effectiveness
Build and maintain relationships with Business Partners, Colleagues and Staff
Build relationships/partner with support groups in Citi Private Bank to maintain control, find solutions and resolve issues
Follow standard procedures and advocate appropriate exceptions to standard practices when the bigger picture needs to be considered, and seek or grant approvals as appropriate
Ensure compliance on regulatory requirements and minimizes any 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
Prioritize issues that need to be escalated, getting the appropriate people involved to expedite resolution
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
Persevere in delivering what is promised, even when obstacles arise
Flag and report illegal or improper transactions, complying with all regulatory policies and control procedures regarding client acceptability

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
CACS Papers 1 & 2

What we offer:

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

Additional Information:

Job Posted:
July 25, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Senior Private Banker