Private Banker, Director - UHNW UK Market in London

Citi Private Bank is a trusted advisor to the world’s wealthiest, most influential individuals and families. Among its select clients are a third of the world’s billionaires, many of whom are globally minded entrepreneurs with an expectation of an institutional level of service, who take advantage of Citi’s holistic approach to wealth management.

The role is to develop and deliver private and investment banking services to Ultra High Net Worth (UHNW) clients within the UK Market. UHNW is defined as clients with USD25+ million Net Worth.

• Build Client Relationships – Demonstrates an in-depth understanding of clients’ businesses and sources of wealth generation as well as serves as a trusted advisor.
• Develop Client Solutions – Develop tailored solutions that address clients’ unique investment, risk management, and financing/liquidity needs.
• Execute and Drive Results – Set challenging goals, regularly monitor progress and make adjustments to achieve objectives.
• Teamwork – Help team members acquire the experience necessary to establish credibility with clients and intermediaries.
• Build & Maintain Relationships with Business Partners, Colleagues and Staff – Develop strong relationships and partnerships with support functions across the Private Bank to maintain control, find solutions and resolve issues.
• Promote Integrity and Trust – Understand and communicate the risk involved with various investment strategies.

• Proven experience in the UHNW Private Banking, specifically covering the UK market.
• Demonstrated track record in relationship acquisition.
• Proven success in building new business, prospecting for new clients and business, identifying opportunities and closing transactions.
• Extensive experience in selling new products based on client needs.
• Experience working on teams and influencing diverse resources and stakeholders.

• Fluent English (written and spoken)
• Excellent relationship building skills
• Thrives in a business development environment
• Strong IT skills including Excel and Word
• Creative and innovative
• Able to multi‑task and prioritise
• Strong awareness of risk and compliance

Candidates applying for this role must be aware that it is a Certified Role, subject to the FCA and PRA Certification Regime. Under the Certification Regime, employees in certain roles must be assessed as fit and proper to carry out their responsibilities. The assessment will include interviews, self‑disclosures, criminal record checks, reference checks, credit checks and other background screening. Key fitness and propriety factors include honesty, integrity and reputation; financial soundness; and competence and capability.

• Generous holiday allowance starting at 27 days plus bank holidays; increasing with tenure.
• Discretionary annual performance‑related bonus.
• Private medical insurance packages tailored to personal circumstances.
• Employee Assistance Program.
• Pension Plan.
• Paid Parental Leave.
• Special discounts for employees, family, and friends.
• Access to an array of learning and development resources.

Citi is an equal‑opportunity employer, and qualified candidates will receive consideration without regard to 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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