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The Private Banker role at Citi Private Bank involves developing relationships with Ultra High Net Worth clients and delivering tailored banking, investment, and lending services to suit their unique needs. Clients are globally minded entrepreneurs and families with significant wealth, requiring a high level of service.
Job Responsibility:
Develop and build client relationships: serve as a trusted advisor to the Private Bank’s clients
develop client solutions: understand how to deliver tailored, possibly global, solutions that address clients' unique investment, risk management, and financing/liquidity needs
teamwork: help team members to acquire the experience necessary to establish credibility with clients and intermediaries
work with other functions to deliver solutions and excellent client service
build and maintain relationships with all business partners: maintain strong relationships with product partners and support functions across the Private Bank’s global hubs
promote integrity and trust: understand and communicate the terms, risks and other critical parameters involved in various investment strategies.
Requirements:
Proven experience in UHNW Private Banking or the institutional/corporate banking market, specifically covering the Nordics market
demonstrated track record in relationship acquisition
ability to drive complex transactions
demonstrate an in-depth understanding of regulatory and compliance aspects of the private banking role
and to be able to diligence clients' businesses and sources of wealth
extensive experience in selling new products, based on client needs
experience in working on teams and influencing diverse resources and stakeholders
fluent English (written and spoken) as well as either Swedish, Danish, Finnish or Norwegian language skills
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