Citi Private Bank is a trusted advisor to the world’s wealthiest, most influential individuals and families. Like Citi’s government, institutional and multinational corporate clients, Citi Private Bank clients receive bespoke service and access to the best ideas and solutions tailored to their unique needs and aspirations.
Among its 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.
Responsibilities:
- Build Client Relationships \- Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation as well as serve as a trusted advisor to the Private Banks clients.
- 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 monitoring progress and making adjustments to achieve objectives.
- Teamwork - Help team members to acquire the experience necessary to establish credibility with clients and intermediaries.
- Build & Maintain Relationships with Business Partners, Colleagues and Staff - Develop strong relationships and partners 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.
Knowledge/Experience:
- Proven experience in the UHNW Private Banking, specifically covering the Jersey market.
- Demonstrated track record in relationship acquisition.
- Proven success in building a new business, prospecting for new clients and business, identifying new business opportunities and closing transactions.
- Extensive experience in selling new products, based on client needs.
- Experience in working on teams and influencing diverse resources and stakeholders.
Skills:
- Fluent English (written and spoken)
- Excellent relationship building skills
- Thrives in a business development environment
- Strong IT skills including AI, Excel and Word
- Creative and innovative
- Able to multi-task and prioritise
- Strong awareness of risk and compliance
By joining Citi Jersey, you will not only be part of a business casual workplace with a hybrid working model (up to 2 days working at home per week), but also receive a competitive base salary (which is annually reviewed), and enjoy a whole host of additional benefits such as:
- Generous holiday allowance starting at 27 days plus bank holidays; increasing with tenure
- A discretional annual performance related bonus
- Private medical insurance packages to suit your 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
Alongside these benefits Citi is committed to ensuring our workplace is where everyone feels comfortable coming to work as their whole self every day. We want the best talent around the world to be energized to join us, motivated to stay, and empowered to thrive.
Under the guidance provided by the JFSC, firms must have regard to the following when assessing fitness and propriety:
- Honesty, integrity and reputation
- Financial soundness
- Competence and capability
Job Family Group: Private Client Coverage
Job Family: Private Banker
Time Type: Full time
Most Relevant Skills:
Please see the requirements listed above.
Other Relevant Skills:
For complementary skills, please see above and/or contact the recruiter.
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.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View Citi’s EEO Policy Statement and the Know Your Rights poster.
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Private Banker - Jersey Market employer: Citi
Citi is an exceptional employer, offering a dynamic work environment that fosters innovation and collaboration within the Equities Technology team. Employees benefit from cutting-edge technology, opportunities for professional growth, and a culture that values diversity and inclusion. With a focus on high-performance analytics and real-time data solutions, Citi empowers its engineers to make impactful contributions while enjoying a supportive atmosphere in a globally recognized financial institution.
