Private Banker

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Citi Private Bank is a trusted advisor to the world's, most affluent and influential individuals and families. Citi Private Bank clients receive bespoke service and access to the best ideas and solutions tailored to their unique needs and objective.

Among our 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 the full suite of financial advice, platform and solutions.

The Private Banker's role is to develop and deliver banking, investments and financing solutions to clients across Central European. Citi Private Bank focuses on clients with at least $25mm liquid net worth and at least $100mm total net worth. Ideal candidate should have solid understanding of investment asset classes and solutions combined with stellar sales and project management skills obtained in global financial institutions.

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 Banks 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 UHNW Private Banking or the institutional/corporate banking market, specifically covering the Central European 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
• Secondary language skills in Polish or other Slavic languages
• 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

CEP-Fitness and Probity Regime (CFs and PCFs)

Overview:

This Role is a "Controlled Function" Role as defined by the Central Bank of Ireland Reform Act 2010 and Principal Regulations 2011, and amending Regulations 2014, 2015.

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Job Family Group:

Private Client Coverage

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Job Family:

Private Banker

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Time Type:

Full time

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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