Citi Group Private Banker 

Jersey 

816572612

Responsibilities:

• Actively identify prospects and establish contact with them to convert prospects into clients.
• 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 Citi Private Bank.
• Maintain full understanding of client goals and risk tolerance to ensure that financial strategies are appropriate.
• Bring together the product experts to develop long-term solutions to strengthen relationships with the firm.
• Help clients achieve broad financial/investment goals related to the creation and management of wealth.
• Ensure compliance on regulatory requirements and minimizes any potential liability for Citi.
• Keep abreast of financial industry developments and current global market conditions.

Qualifications:

• 10+ years of experience
• Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and transactions / Demonstrated track record in relationship selling

Education:

• Bachelor's/University degree, Master's degree preferred

Time Type:

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