Strategic Private Wealth Manager
3 days ago
Citi is seeking a Strategic Private Wealth Manager to join our team. As a senior professional in Private Banking, you will play a key role in driving revenue growth and delivering exceptional client experiences.
About the RoleThis is an exciting opportunity for an experienced Private Banker to lead high-net-worth clients and develop long-term relationships with them. You will be responsible for identifying new business opportunities, building strong client relationships, and delivering tailored solutions that meet their investment, risk management, and financing needs.
Key Responsibilities- Identify and pursue new business opportunities through your network and existing client relationships.
- Develop and implement tailored solutions that meet the unique needs of each client, including investment, risk management, and financing strategies.
- Maintain strong relationships with clients and ensure their financial goals are being met through regular communication and updates.
- Work closely with internal teams, including product experts and relationship managers, to deliver comprehensive solutions to clients.
- Stay up-to-date with market trends and regulatory changes to provide expert advice to clients.
- Minimum 15 years of experience in Private Banking, with a proven track record of success in leading high-net-worth clients and developing strong relationships.
- Extensive knowledge of investment products, risk management strategies, and financing options.
- Excellent communication and interpersonal skills, with the ability to build trust and rapport with clients at all levels.
- Strong analytical and problem-solving skills, with the ability to navigate complex financial situations.
- A competitive salary package, estimated to be around $250,000 per year.
- Ongoing training and development opportunities to enhance your skills and knowledge.
- The chance to work with a global leader in Private Banking, with access to a wide range of resources and expertise.
- A dynamic and supportive work environment, with a focus on teamwork and collaboration.
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