Citi Private Bank

Private Bankers at Citi develop and deepen client relationships in order to thoroughly understand the client situation and utilize that knowledge to develop tailored wealth management strategies. Successful Bankers are able to develop and adapt a disciplined sales process to convert a pipeline of prospects into target market clients. In addition, they are able to deliver quality Private Bank client relationships (solutions and services) in an intensely competitive fragmented market, taking fullest advantage of the Citi franchise while protecting the Bank and client/firm by complying with relevant policies, procedures, and country legal/regulatory requirements.
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Grow client net revenue annually in core product areas: investment management, capital markets, and banking & lending
Create sales and marketing strategies designed to generate revenue growth and to acquire new target clients within different sectors
Prospecting – generate leads and develop prospects, network to identify referrals to new clients/prospects
Present and communicate to clients/prospects complex financial concepts and investment strategies in a way that is easily understood
Serve as the client’s advocate and trusted advisor (primary contact) for strategic advice on financial matters
Ensure financial strategies are kept current and appropriately aligned with client objectives
Understand and communicate the risk involved with financial and investment strategies
Help team members to acquire experience and establish credibility with clients
Comply with all regulatory policies and control procedures regarding client transactions and suitability
Investment Objective Setting (IOS), Client Risk Profile (CRF), Periodic Client Reviews
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Client facing experience, preferably in the financial services industry. Strong knowledge of investments, banking and credit products
Strong knowledge of financial industry and current market conditions
Ability to establish relationships and partner effectively with various groups including sales, service, operations, compliance, and marketing
Ability to understand, utilize and learn computer and web based applications
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
~ Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities.

Citi offers competitive employee benefits, including: medical, dental & vision coverage; life, accident, and disability insurance; Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays.
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
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