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Citi Private Banking Specialist

2 months ago

New York, New York, United States Citigroup Inc Full time

Citi Global Wealth unites the comprehensive capabilities of Citi to cater to a diverse range of wealth clients. This integrated business segment serves ultra-high-net-worth individuals and family offices through Citi Private Bank, addresses affluent and high-net-worth segments via Citigold and Citigold Private Client, and facilitates wealth management within the workplace through Citi Global Wealth at Work.

Citi Global Wealth at Work is committed to partnering with legal professionals, accountants, asset managers, and management experts who possess deep industry knowledge to assist you in achieving your financial aspirations. Clients can benefit from a variety of responsive banking, investment, wealth management, and planning services, along with access to a dedicated Private Banker. We also extend our support to firms, offering specialized capabilities tailored for both your organization and its employees. Whether it involves providing access to a Private Banker as a corporate benefit or offering financing solutions, our goal is to be your all-encompassing financial partner.

Key Responsibilities:

  • Proactively identify potential clients and establish connections to convert prospects into loyal clients.
  • Exhibit a profound understanding of clients' businesses and their wealth generation sources.
  • Anticipate significant life and business events for clients that may have financial repercussions.
  • Act as a trusted advisor, frequently providing strategic financial guidance to clients.
  • Foster intergenerational relationships with client families to create enduring connections with Citi Private Bank.
  • Effectively manage client expectations regarding the feasibility of requested actions.
  • Maintain a comprehensive understanding of client objectives and risk tolerance to ensure alignment of financial strategies.
  • Identify unexpressed needs of clients to provide tailored solutions.
  • Collaborate with product experts to devise long-term solutions that enhance client relationships.
  • Assist clients in achieving broad financial and investment objectives related to wealth creation and management.
  • Develop customized solutions addressing clients' investment, risk management, and liquidity needs.
  • Set ambitious goals, consistently monitor progress, and make necessary adjustments to achieve targets.
  • Organize and prioritize daily, weekly, and monthly activities to optimize revenue growth and client satisfaction.
  • Establish a referral network to gain introductions to potential clients, generating new sales opportunities.
  • Close deals while making appropriate concessions aligned with the core interests of Citi Private Bank.
  • Support team members in gaining the experience needed to build credibility with clients and intermediaries.
  • Demonstrate a strong commitment to team success, prioritizing team objectives over personal achievements.
  • Encourage collaboration among team members to deepen client relationships and exceed sales targets.
  • Align the diverse experiences and skill sets of team members to maximize client effectiveness.
  • Build partnerships with support groups within Citi Private Bank to maintain control, find solutions, and resolve issues.
  • Adhere to standard procedures while advocating for necessary exceptions when broader considerations are at stake.
  • Ensure compliance with regulatory requirements to minimize potential liabilities for Citi.
  • Maintain robust controls and effective operational and administrative services.
  • Set a positive example of conduct for all staff members.
  • Collaborate with colleagues across the Citi network to leverage capabilities and share expertise.
  • Advocate for clients, negotiating on their behalf with members of the Private Bank and Citi.
  • Ensure clients experience seamless execution of internal processes and Citigroup services.
  • Prioritize issues for escalation, involving the appropriate personnel to expedite resolutions.
  • Understand and communicate the risks associated with various investment strategies.
  • Establish credibility and trust with all colleagues at Citi Private Bank, upholding the highest standards of integrity.
  • Persist in delivering on commitments, even when faced with challenges.
  • Report any illegal or improper transactions, adhering to all regulatory policies and control procedures.
  • Comprehend the extensive range of products and services offered by Citi.
  • Apply in-depth knowledge of key investment and financing products.
  • Develop expertise to identify business opportunities and cater to the unique needs of specific client segments.
  • Stay informed about financial industry developments and current global market conditions.
  • Present and communicate complex financial concepts and investment strategies with utmost professionalism.
  • Seek continuous improvement, acknowledge mistakes, and adapt behavior based on feedback from clients and colleagues.
  • Appropriately assess risks in business decisions, demonstrating a commitment to the firm's reputation and safeguarding Citigroup, its clients, and assets.

Qualifications:

  • 10+ years of relevant experience.
  • Extensive and proven background in Private Banking, particularly within the UHNW market.
  • Significant experience in leading client teams and managing transactions.
  • Demonstrated success in relationship selling.
  • Comprehensive knowledge of all Citi Private Bank banking and product systems, platforms, tools, and capabilities.
  • Fluency in foreign languages as required.
  • Creative and innovative mindset.
  • Able to manage multiple tasks and prioritize effectively.
  • Team-oriented with a collaborative approach.
  • Thrives in a business development environment.
  • Strong communication and influencing skills.
  • Proficient in IT, including Excel and Word.
  • Regulated role with applicable qualifications and/or licenses.

Education:

  • Bachelor's degree required; Master's degree preferred.

Job Family Group: Private Client Coverage

Job Family: Private Banker

Time Type: Full time

Primary Location Full Time Salary Range: $150,000 - $300,000.00

In addition to salary, Citi's offerings may also include discretionary and formulaic incentive and retention awards. Citi provides competitive employee benefits, including medical, dental, and vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Paid time off packages are also available, including planned time off (vacation), unplanned time off (sick leave), and paid holidays.

Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.