Strategic Private Wealth Manager

4 weeks ago


Hong Kong, Central and Western District, Hong Kong SAR China Citi Full time
Job Summary

The Private Banker Principal is a senior professional responsible for managing high net worth client relationships and providing strategic financial solutions. This role requires a deep understanding of clients' businesses and financial goals, as well as the ability to develop and implement tailored investment strategies.

Key Responsibilities
  • Identify and pursue new business opportunities through proactive relationship building and networking.
  • Develop and maintain strong relationships with high net worth clients, understanding their financial goals and objectives.
  • Provide expert advice on investment strategies, risk management, and wealth creation.
  • Collaborate with internal teams to deliver comprehensive financial solutions to clients.
  • Stay up-to-date with market trends and regulatory changes, ensuring compliance and maintaining the highest standards of professionalism.
Qualifications
  • 15+ years of experience in private banking or a related field.
  • Proven track record of success in relationship selling and client acquisition.
  • Strong understanding of investment products and services, as well as regulatory requirements.
Education
  • Bachelor's degree, Master's degree preferred.
About Citi

Citi is an equal opportunity and affirmative action employer. We welcome applications from qualified candidates without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.



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