Wealth Management Professional
2 weeks ago
We are seeking a skilled individual to join our Private Client Coverage team as a Private Banker. This is a unique opportunity to work with Citi's Citi Global Wealth division, serving the entire continuum of wealth clients, from affluent to ultra-high net worth individuals and their families.
Key Responsibilities:
- Client Relationship Management: Build and maintain strong relationships with high net worth clients, understanding their financial goals, risk tolerance, and investment strategies.
- Financial Planning and Advice: Provide personalized financial planning and investment advice to clients, helping them achieve their wealth creation and management goals.
- Business Development: Identify new business opportunities, establish new client relationships, and expand existing client relationships to drive revenue growth.
- Product and Service Expertise: Stay up-to-date with Citi's product and service offerings, providing clients with tailored solutions to meet their financial needs.
Requirements:
- Education: University degree holder with a strong background in finance, business, or a related field.
- Experience: Proven track record of working with high net worth clients, preferably in a private banking or wealth management environment.
- Skills: Strong communication and interpersonal skills, with the ability to build trust and rapport with clients.
- Commercial Awareness: Demonstrated understanding of financial markets, products, and services, with the ability to advise clients on complex financial matters.
What We Offer:
- Opportunity to Work with a Global Leader: Join Citi's Private Client Coverage team and contribute to the growth and success of our global wealth management business.
- Professional Development: Pursue a career in private banking and wealth management, with opportunities for professional growth and development.
- Competitive Compensation and Benefits: Enjoy a competitive salary, bonus structure, and benefits package, reflecting your value to the organization.
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