Private Banker - UK Market in London

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 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 Private Banker's 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 USD 25+ million Net Worth.

Responsibilities:

• Build Client Relationships – Demonstrates an in‑depth understanding of clients’ businesses and sources of wealth generation as well as serve as a trusted advisor to the Private Bank’s 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 UK 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 Excel and Word
• Creative and innovative
• Able to multi‑task and prioritise
• Strong awareness of risk and compliance

Benefits:

• Generous holiday allowance starting at 27 days plus bank holidays; increasing with tenure.
• A discretionary 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.

Certification Regime: The role is a Certified Role, subject to the FCA and PRA Certification Regime. Candidates must be fit and proper to carry out the role under the Individual Accountability Regime, which came into effect on 7 March 2016. Assessment includes honesty, integrity and reputation; financial soundness; competence and capability; extensive interviews, self‑disclosures, criminal record checks, reference checks, credit checks and background screening.

Works hard to have a positive financial and social impact. Employees are supported with benefits to well‑being. Citi London offers a business‑casual workplace with a hybrid working model (up to 2 days working at home per week) and a competitive base salary that is reviewed annually. 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, protected veteran status or any other characteristic protected by law. Accessibility at Citi – review the Accessibility at Citi description for reasonable accommodation. View Citi’s EEO Policy Statement and the Know Your Rights poster.