Private Banker – Wealth at Work, Asset Manager Group
Private Banker - Wealth at Work, Asset Manager Group Join to apply for the Private Banker - Wealth at Work, Asset Manager Group role at Citi Private Banker - Wealth at Work, Asset Manager Group Join to apply for the Private Banker - Wealth at Work, Asset Manager Group role at Citi Get AI-powered advice on this job and more exclusive features. Are you looking for a career move that will put you at the heart of a global financial institution? Citi Wealth at Work are looking for an experienced banker with proven relationship building skills to work with client firms and their senior employees.
What You'll Do
- Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters.
- Effectively manage client expectations regarding what can and cannot be executed on their behalf.
- Maintain full understanding of client goals and risk tolerance to ensure that financial strategies are appropriate.
- 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.
- Plan and prioritize daily, weekly, and monthly activities to maximize revenue growth and client satisfaction.
- Close the deal, making concessions that are appropriate and in line with the fundamental interests of the Citi Wealth at Work.
- Build relationships/partner with support groups in Citi Wealth at Work to maintain control, find solutions and resolve issues.
- Ensure clients are presented with seamless execution of internal processes and Citigroup services.
- Understand and communicate the risk involved with various investment strategies.
- Establish credibility and trust with all Citi Wealth colleagues, maintaining the highest standards of personal and professional integrity.
- Present and communicate complex financial concepts and investment strategies with the highest degree of professionalism.
What We'll Need From You
- Extensive experience in a similar role.
- Apply an in-depth level of knowledge in key investment and financing products.
- Extensive and proven experience in Private Banking having covered the HNW/ UHNW market / Extensive experience in working with and/or leading client teams and transactions / Demonstrated track record in relationship management and investments.
Education:
- Investment Advisory Diploma
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.
- Seniority levelNot Applicable
- Employment typeFull-time
- Job functionFinance and Sales
- IndustriesBanking, Financial Services, and Investment Banking
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Private Banker - Wealth at Work, Asset Manager Group in City of Westminster employer: Citigroup Inc.
Citi is an exceptional employer that fosters a dynamic work culture in the heart of London, where innovation meets compliance. As an AI-Driven Securities Finance Product Lead, you will have access to unparalleled growth opportunities, collaborating with top-tier professionals across various teams to shape the future of finance through cutting-edge AI solutions. With a commitment to employee development and a focus on delivering strategic value, Citi stands out as a rewarding place for those seeking meaningful contributions in a regulated environment.
