Private Banker at CITI Bank

CITI Bank Jobs
CITI Bank Jobs

Job Description

  • Demonstrates an in-depth understanding of clients’ businesses and sources of wealth generation
  • Anticipate events in a client’s life and business which have significant financial implications
  • Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters
  • Build relationships with client families that cross generations to establish long-term connections to the CPB 
  • Effectively manage client expectations regarding what can and cannot be executed on their behalf
  • Maintains a comprehensive understanding of client goals and risk tolerance to ensure that financial strategies are appropriate
  • Uncovers needs that are not articulated or clearly expressed by the client
  • Brings together the appropriate product experts to develop long-term solutions that strengthen client relationships with the firm
  • Helps clients achieve broad financial and investment goals related to the creation, management, and transfer of wealth
  • Develops tailored solutions that address clients’ unique investment, risk management, and financing/liquidity needs
  • Sets challenging goals, regularly monitoring progress and making adjustments to achieve objectives
  • Plans and prioritize daily, weekly, and monthly activities to maximize revenue growth and client satisfaction
  • Transfers or eliminate non-productive accounts in order to focus on clients who fit within the business strategy
  • Establishes a referral network and gain introductions to potential clients which generate new sales
  • Close the deal, making concessions that are appropriate and in line with the fundamental interests of the Private Bank
  • Helps team members to acquire the experience necessary to establish credibility with clients and intermediaries
  • Demonstrates strong commitment to team success and place team goals above personal achievement
  • Encourages team members to work together to deepen client relationships and exceed sales goals
  • Aligns complementary experiences and skill sets of team members to maximize client effectiveness
  • Develops strong relationships and partners with support functions across the CPB to maintain control, find solutions and resolve issues.
  • Follows standard procedures and advocates appropriate exceptions to standard practices when the bigger picture needs to be considered, and seeks or grants approvals as appropriate.
  • Ensures compliance on regulatory requirements and minimizes any potential liability for Citigroup.
  • Ensure strong controls and effective operational and administrative services
  • Sets an example of behaviour to all staff.
  • Understands the broad array of products and services under the Citigroup umbrella 
  • Applies an in-depth level of knowledge in several key investment and financing products
  • Develops expertise to identify business opportunities and address the unique needs of specific client segments
  • Keeps abreast of financial industry developments and current global market conditions
  • Presents and communicate complex financial concepts and investment strategies with the highest degree of professionalism
  • Seeks continuous improvement, admitting mistakes and changing behaviour based on feedback from clients and colleagues

Job Requirements

  • Extensive and proven experience in UHNW Private Banking or the institutional/corporate banking market, specifically covering the Saudi Arabian market
  • Extensive experience in working with and/or leading client teams and transactions
  • 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 integrating and balancing diverse priorities.
  • Extensive experience in selling new products, based on client needs.
  • Experience in working on teams and influencing diverse resources and stakeholders.
  • FSA registration preferred
  • CFA or equivalent preferred
  • Fluent English & Arabic (written and spoken)
  • Excellent relationship building skills
  • Able to work as part of a diverse team across multiple jurisdictions

Apply Via The Following Link

CITI Bank Jobs
Working at Citi is far more than just a job. A career with us means joining a family of more than 200,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.