Private Banker, Citi

Private Banker

Citi

Location:
United Kingdom, London

Category:
Finance

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

Citi Wealth at Work seeks an experienced banker for the Law Firm Group in London. The role entails relationship management with senior professionals and their firms, delivering tailored investment solutions, and managing client portfolios. This position offers the opportunity to work with a global financial institution and its international client base in the HNW/UHNW market.

Job Responsibility:

Actively identify investment prospects within the existing book of business and convert those prospects into clients
oversee the broader relationship with certain firms on an institutional basis
serve as a trusted advisor to clients
manage client expectations regarding what can and cannot be executed on their behalf
maintain full understanding of client goals and risk tolerance
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
plan and prioritize daily, weekly, and monthly activities
build relationships/partner with support groups in Citi Wealth at Work
ensure clients are presented with seamless execution of internal processes and Citigroup services
understand and communicate risks involved with various investment strategies
establish credibility and trust with Citi Wealth colleagues
present and communicate complex financial concepts and investment strategies professionally.

Requirements:

A good track record of experience in a similar role
apply an in-depth level of knowledge in key investment and financing products
extensive and proven experience in Private Banking having covered the HNW/ UHNW market
extensive experience in working with and/or leading client teams and transactions
demonstrated track record in relationship management and investments.

Additional Information:

Job Posted:
June 25, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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