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- Tasks: Join Citi as a Private Banker, managing client relationships and providing 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 in a dynamic team environment.
- Why this job: Be part of a leading banking group with a strong reputation and impactful client relationships.
- Qualifications: Experience in Private Banking and investment management is essential; an Investment Advisory Diploma is preferred.
- Other info: This role is certified under the FCA and PRA regulations, ensuring high standards of integrity.
The predicted salary is between 43200 - 72000 £ per year.
Private Banker – Wealth at Work, Law Firm Group – Citi
4 days ago Be among the first 25 applicants
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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.
Job Background/context:
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 Law Firm Group. LFG has been in existence for over 55 years and is the pre-eminent provider in the market, acting as the leading banking and financial partner to Am Law 100 & Magic Circle Partners and their firms. 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 investment prospects within the existing book of business and to convert those prospects into clients, which you would then manage, 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.
- 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
- A good track record of 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.
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StudySmarter Expert Advice 🤫
We think this is how you could land Private Banker - Wealth at Work, Law Firm Group - Citi
✨Tip Number 1
Network with professionals in the private banking sector, especially those who have experience with law firms. Attend industry events or webinars where you can meet potential colleagues or clients, as personal connections can significantly enhance your chances of landing this role.
✨Tip Number 2
Familiarise yourself with the specific needs and challenges faced by law firms regarding wealth management. Understanding their unique financial requirements will help you position yourself as a knowledgeable candidate who can provide tailored solutions.
✨Tip Number 3
Prepare to discuss your previous successes in relationship management and investment strategies during interviews. Be ready to share specific examples that demonstrate your ability to build trust and deliver results for high-net-worth clients.
✨Tip Number 4
Stay updated on current trends in the financial services industry, particularly those affecting private banking and wealth management. This knowledge will not only impress interviewers but also show your commitment to staying relevant in a rapidly changing field.
We think you need these skills to ace Private Banker - Wealth at Work, Law Firm Group - Citi
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in private banking, especially with high-net-worth and ultra-high-net-worth clients. Emphasise your relationship management skills and any relevant qualifications, such as the Investment Advisory Diploma.
Craft a Compelling Cover Letter: In your cover letter, explain why you are interested in the Private Banker role at Citi. Discuss your understanding of their Wealth at Work strategy and how your background aligns with their mission to provide financial services that enable growth.
Showcase Relevant Experience: When detailing your work history, focus on specific achievements in previous roles that demonstrate your ability to identify investment prospects and manage client relationships effectively. Use metrics where possible to quantify your success.
Prepare for Background Checks: Since this is a Certified Role, be ready to provide information for extensive background checks. Ensure your references are aware they may be contacted and can vouch for your integrity and professional capabilities.
How to prepare for a job interview at Jobs via eFinancialCareers
✨Know Your Financial Products
Make sure you have a solid understanding of the key investment and financing products relevant to the role. Be prepared to discuss how these products can meet the needs of high-net-worth clients, as this will demonstrate your expertise and ability to provide tailored solutions.
✨Showcase Relationship Management Skills
Citi values strong relationship-building skills. Prepare examples from your past experiences where you've successfully managed client relationships, particularly in the private banking sector. Highlight how you’ve built trust and credibility with clients and colleagues alike.
✨Understand the Regulatory Environment
Familiarise yourself with the Certification Regime and the Fit and Proper requirements. Being knowledgeable about these regulations will show that you are serious about compliance and understand the importance of integrity in financial services.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving abilities and decision-making skills. Think through potential challenges you might face in the role and how you would address them, especially regarding client expectations and risk management.