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Private Banker Principal

4 weeks ago


Hong Kong, Central and Western District, Hong Kong SAR China Citi Full time
About the Role

Citi is seeking a highly skilled and experienced Private Banker Principal to join our team in Hong Kong. As a key member of our Private Bank, you will be responsible for building and maintaining relationships with high net worth clients, providing them with tailored financial solutions and advice to help them achieve their financial goals.

Key Responsibilities
  • Identify and pursue new business opportunities with high net worth clients, establishing strong relationships and delivering exceptional client service.
  • Develop and implement comprehensive financial plans for clients, taking into account their individual needs, goals, and risk tolerance.
  • Provide expert advice on investment, risk management, and financing/liquidity strategies, leveraging Citi's global network and expertise.
  • Collaborate with internal teams to deliver seamless execution of internal processes and Citigroup services.
  • Stay up-to-date with market trends and regulatory changes, ensuring compliance with all relevant laws and regulations.
  • Build and maintain strong relationships with client families across generations, establishing long-term connections to the Citi Private Bank.
Requirements
  • 15+ years of experience in Private Banking, with a proven track record in relationship selling and client management.
  • Extensive knowledge of investment and financing products, as well as risk management strategies.
  • Strong commercial awareness and ability to think strategically.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and internal stakeholders.
  • Bachelor's/University degree, Master's degree preferred.
About Citi

Citi is a global leader in financial services, with a presence in over 160 countries. We are committed to helping our clients achieve their financial goals, while also making a positive impact on the communities we serve.