Private Banker
vor 1 Tag
The Private Banker's role is to develop and deliver private and investment banking services to Ultra High Net Worth (UHNW) client's within the Swiss market place. UHNW is defined as clients with USD 25+ million Net Worth or USD 10+ million AUM or USD 100,000+ Client Net Revenue.
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. A part of Citi’s Institutional Clients Group, Citi Private Bank offers a wide range of products and services covering capital markets, managed investments, portfolio management, trust and estate planning, investment finance and banking. 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.
Citi Private Bank is represented by more than 1,000 private bankers, investment professionals and product specialists across a network of 90 offices in 33 countries and over 128 currencies worldwide, making it the most global private bank
**Job Purpose/Responsibilities**:
**Build Client Relationships**:
Demonstrates an in-depth understanding of clients' businesses and sources of wealth generation
Anticipate events in a client's life and business which have significant financial implications
Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters
Build relationships with client families that cross generations to establish long-term connections to the CPB
Effectively manage client expectations regarding what can and cannot be executed on their behalf
**Develop Client Solutions**:
Maintains a comprehensive understanding of client goals and risk tolerance to ensure that financial strategies are appropriate
Uncovers needs that are not articulated or clearly expressed by the client
Brings together the appropriate product experts to develop long-term solutions that strengthen client relationships with the firm
Helps clients achieve broad financial and investment goals related to the creation, management, and transfer of wealth
Develops tailored solutions that address clients' unique investment, risk management, and financing/liquidity needs
**Execute and Drive Results**:
Sets challenging goals, regularly monitoring progress and making adjustments to achieve objectives
Plans and prioritize daily, weekly, and monthly activities to maximize revenue growth and client satisfaction
Transfers or eliminate non-productive accounts in order to focus on clients who fit within the business strategy
Establishes a referral network and gain introductions to potential clients which generate new sales
Close the deal, making concessions that are appropriate and in line with the fundamental interests of the Private Bank
**Teamwork**:
Helps team members to acquire the experience necessary to establish credibility with clients and intermediaries
Demonstrates strong commitment to team success and place team goals above personal achievement
Encourages team members to work together to deepen client relationships and exceed sales goals
Aligns complementary experiences and skill sets of team members to maximize client effectiveness
Build & Maintain Relationships with Business Partners, Colleagues and Staff:
Develops strong relationships and partners with support functions across the CPB to maintain control, find solutions and resolve issues.
Follows standard procedures and advocates appropriate exceptions to standard practices when the bigger picture needs to be considered, and seeks or grants approvals as appropriate.
Ensures compliance on regulatory requirements and minimizes any potential liability for Citigroup.
Ensure strong controls and effective operational and administrative services
Sets an example of behaviour to all staff.
**Navigate the Citigroup Organization**:
Partners with colleagues across the Citigroup network to leverage capabilities and share expertise
Advocates for the client, negotiating on their behalf with members of the Private Bank and Citigroup
Ensures clients are presented with seamless execution of internal processes and Citigroup services
Prioritizes issues that need to be escalated, getting the appropriate people involved to expedite resolution
**Promote Integrity and Trust**:
Understands and communicate the risk involved with various investment strategies
Establishes credibility and trust with all CPB colleagues, maintaining the highest standards of personal and professional integrity
Perseveres in delivering what is promised, even when obstacles arise
Flags and reports illegal or improper transactions, complying with all regulatory policies and control procedures regarding client ac
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