Private Bank Intern Job at Citizens Bank (San Francisco)

Analyst Program - Private Banking

Mehnaty Graduate Analyst is an Emirati Program for a duration of 12 months desig...

Location

United Arab Emirates , Dubai

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Have already graduated between 2023 – 2025
Obtained or on course to achieve a 2:1 as per UK education system or GPA 3 or equivalent and above
Keen interest in a career in financial services
Excellent interpersonal skills to deal internally and externally with clients
Strong analytical and presentation skills
Desire to develop a deep understanding of the financial industry
Intellectual curiosity and proactive approach to searching for new and creative ideas
Articulate, strong communication, planning, and organisational skills
Strong desire to learn, are proactive, building rapport and relationships in team environments
Unquestioned commitment to integrity ethical decision-making

Job Responsibility

Develop and nurture UAE national talent
Prepare fresh Emirati university graduates for future roles in banking

What we offer

Internal mobility
Career growth
Opportunity to work at a global organization
Training programs
Commitment to diversity

Fulltime

Director, Global Indian Team Lead, Private Bank

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

Location

Singapore , Singapore

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

Management of relationship management initiatives, including oversight of colleagues and their performance, implementation of departmental goals and objectives, oversight of department efficiency and effectiveness
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 manage a business function, providing significant input to function wide strategic initiatives

Job Responsibility

Establish and nurture profitable partnerships with both corporate and individual clients
Be the bridge between the bank's offerings and clients' needs, ensuring mutual benefit and long-term success

What we offer

Structured approach to hybrid working
Supportive and inclusive culture and environment
Commitment to providing a supportive and inclusive culture and environment
Office is carefully designed to optimise the well-being of our colleagues
Integrated live-work-play development, with shops, restaurants, gyms and an alfresco dining area

Fulltime

Senior Private Banker

The Private Banker Principal is a strategic professional providing in-depth expe...

Location

Hong Kong , Central and Western District

Salary:

Not provided

Citi

Expiration Date

Until further notice

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

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

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

Location

Hong Kong SAR , Central and Western District

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

6-10 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
master's degree preferred

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

What we offer

equal opportunity employer
accessible tools and reasonable accommodations for people with disabilities

Fulltime

Senior Private Banker

The Senior Private Banker (China Team) at Citi is responsible for managing relat...

Location

Hong Kong , Central and Western District

Salary:

Not provided

Citi

Expiration Date

Until further notice

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

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

What we offer

equal opportunity employer
reasonable accommodations for persons with disabilities
global benefits designed to support well-being, growth, and work-life balance

Fulltime

Private Banker

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

Location

Hong Kong , Central and Western District

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

6-10 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
Master’s degree preferred

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

What we offer

Equal opportunity employer
reasonable accommodation available for individuals with disabilities

Fulltime

Private Banker

The Private Banker Lead role at Citi involves working with ultra-high-net-worth ...

Location

Hong Kong SAR , Central and Western District

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

6-10 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, Master's degree preferred

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

Senior Private Banker

The Private Banker Principal is a strategic professional responsible for develop...

Location

Hong Kong , Central and Western District

Salary:

Not provided

Citi

Expiration Date

Until further notice

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

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

What we offer

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

Fulltime

Private Bank Intern

Citizens Bank

Location:
United States , San Francisco ▼
Menlo Park
Boston
New York

Category:
Banking

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
January 21, 2026

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