Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Join a dynamic team to manage client relationships and provide tailored financial solutions.
- Company: Citi is a global financial institution dedicated to responsible financial services and economic progress.
- Benefits: Enjoy a full-time role with opportunities for growth and professional development.
- Why this job: Be part of a cohesive team making a real impact in the financial world.
- Qualifications: Extensive experience in Private Banking and investment advisory is essential.
- Other info: This role requires certification under the FCA and PRA regulations.
The predicted salary is between 43200 - 72000 £ per year.
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.
By joining Citi, you will become part of a global organisation whose mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress.
Citi Global Wealth at Work is one of the core pillars of Citi’s Wealth strategy, providing Banking, Lending, Investments services and advice to senior professionals and their firms. Wealth at Work has four core verticals – Law Firm Group, Asset Manager Group, Professional Services Group and Enterprise, operating a B2B2C model.
This role will be as a Banker within the Asset Manager Group (AMG). AMG services the needs of financial professionals working in Private Equity Firms, Hedge Fund and Traditional Managers. The International business covers the UK, Europe and Middle East and we are looking for a banker to join an active and cohesive team in London to help us continue our impressive growth.
What you’ll do
The primary objective of the role is to actively identify and onboard investment prospects within both the existing book of business and other Target Market firms. You would then manage these clients and the existing book, working alongside our investment team. In addition, you will be charged with overseeing the broader relationship with certain firms on an institutional basis, bringing the wider franchise to the client. This involves close co-ordination with our Markets business and other partners within the broader Wealth organisation.
- 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
Candidates applying for this role must be aware that it is a Certified Role, subject to the Certification Regime. The Certification Regime is one element of the Individual Accountability Regime which has come into effect on 7 March 2016.
Under the Certification Regime, certain Citi entities must ensure that employees working in certain roles categorised as specified significant harm functions (Certified Roles) are assessed as fit and proper to carry out their role.
Under the guidance provided by the FCA and PRA, firms should have regard to the following when assessing fitness and propriety:
Honesty, integrity and reputation
Financial soundness
Competence and capability
In order to comply with the requirements of the Certification Regime, certain Citi entities must take reasonable care to ensure that an employee does not perform a Certified Role without first being certified as Fit and Proper. For this reason, you will be assessed for this role against the Fit and Proper requirements, as described above. This assessment will be carried out through extensive interviews, self-disclosures, permitted criminal record checks, reference checks, credit checks and other background checks. If hired for this role, you will also be required to complete an annual declaration regarding your Fitness and Propriety.
By submitting your application, you acknowledge that you have read the information above and that you are applying for a Certified Role. You also agree to Citi carrying out any additional screening required, including permitted criminal record checks, reference checks, credit checks and any other background checks.
——————————————————
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.
#J-18808-Ljbffr
Private Banker - Wealth at Work, Asset Manager Group employer: Citigroup Inc.
Contact Detail:
Citigroup Inc. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Banker - Wealth at Work, Asset Manager Group
✨Tip Number 1
Network with professionals in the private banking and asset management sectors. Attend industry events, webinars, or local meetups to connect with potential colleagues and clients. Building relationships can give you insights into the role and may even lead to referrals.
✨Tip Number 2
Familiarise yourself with Citi's Wealth at Work offerings and their approach to client relationships. Understanding their unique value proposition will help you articulate how your skills align with their mission during interviews.
✨Tip Number 3
Prepare for the interview by brushing up on your knowledge of investment strategies and risk management. Be ready to discuss how you've successfully managed client relationships and delivered tailored financial solutions in your previous roles.
✨Tip Number 4
Demonstrate your understanding of the regulatory environment surrounding private banking. Being knowledgeable about the Certification Regime and how it impacts your role will show that you're serious about compliance and professionalism.
We think you need these skills to ace Private Banker - Wealth at Work, Asset Manager Group
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your extensive experience in Private Banking and relationship management. Use specific examples that demonstrate your ability to manage high-net-worth clients and your knowledge of investment products.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role at Citi Wealth at Work. Discuss how your skills align with their mission to provide financial services that enable growth and economic progress, and mention your experience with investment strategies.
Highlight Relevant Qualifications: Clearly state your Investment Advisory Diploma and any other relevant qualifications. Emphasise your understanding of the Certification Regime and your commitment to maintaining the highest standards of integrity and professionalism.
Prepare for Background Checks: Since this is a Certified Role, be ready to provide information for background checks. Ensure you have documentation that supports your honesty, integrity, and financial soundness, as these will be assessed during the application process.
How to prepare for a job interview at Citigroup Inc.
✨Know Your Financial Products
Make sure you have a solid understanding of key investment and financing products. Be prepared to discuss how these products can meet the needs of high-net-worth clients, as this will demonstrate your expertise in the field.
✨Showcase Relationship Management Skills
Prepare examples from your past experiences that highlight your ability to build and maintain strong client relationships. This role requires proven relationship-building skills, so be ready to discuss how you've successfully managed client expectations and delivered tailored solutions.
✨Understand the Certification Regime
Familiarise yourself with the Certification Regime and its implications for the role. Be ready to discuss your integrity, competence, and financial soundness, as these are critical factors in the assessment process.
✨Communicate Complex Concepts Clearly
Practice explaining complex financial concepts and investment strategies in a clear and professional manner. This will be crucial during the interview, as you'll need to demonstrate your ability to present information effectively to clients and colleagues alike.
