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Citi Private Bank is looking for a high-caliber Private Banker to serve UHNW clients in Singapore. This role involves building lasting relationships, providing strategic financial advice, and delivering tailored solutions to meet clients' investment and wealth management needs.
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
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
Establish a referral network and gain introductions to potential clients which generate new sales
Apply an in-depth level of knowledge in key investment and financing products
Develop expertise to identify business opportunities and address the unique needs of specific client segments
Requirements:
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
6 - 10 years (or more) of experience
What we offer:
Programs for physical and mental well-being, including telehealth options and confidential counseling
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