Citibank Job Openings – Private Banker

Website Citi

Job Description:

The Private Banker Sr. Lead is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Typically a small number of people within the business that provide the same level of expertise. Excellent communication skills required in order to negotiate internally, often at a senior level, and externally.

Job Responsibilities:

  • Plan and prioritize daily, weekly, and monthly activities to maximize revenue growth and client satisfaction.
  • Establish a referral network and gain introductions to potential clients which generate new sales.
  • Align complementary experiences and skill sets of team members to maximize client effectiveness.
  • Build relationships/partner with support groups in Citi Private Bank to maintain control, find solutions and resolve issues.
  • 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.
  • Close the deal, making concessions that are appropriate and in line with the fundamental interests of the Citi Private Bank.
  • Help team members acquire the experience necessary to establish credibility with clients and intermediaries.
  • Maintain full understanding of client goals and risk tolerance to ensure that financial strategies are appropriate.
  • Uncover needs that are not articulated or clearly expressed by the client.
  • Actively identify prospects and establish contact with them/convert prospects into clients.
  • Demonstrate an in-depth understanding of clients’ businesses and sources of wealth generation.
  • Develop tailored solutions that address clients’ investment, risk management, and financing/liquidity needs.
  • Set challenging goals, regularly monitoring progress and making adjustments to achieve objectives.
  • Build relationships with client families that cross generations to establish long-term connections to the Citi Private Bank.
  • Effectively manage client expectations regarding what can and cannot be executed on their behalf.
  • 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.
  • Demonstrate strong commitment to team success and place team goals above personal achievement.
  • Encourage team members to work together to deepen client relationships and exceed sales goals.

Job Requirements:

  • Proactive, creative and empathetic
  • Prefers working on a team
  • Bachelor’s/University degree, Master’s degree and/or CFA/CIM/CPA preferred
  • 10+ years of experience
  • Extensive experience in professional services working with and/or leading client teams covering either institutions or ultra high net worth clients (+$25MM)
  • Extensive personal network in the ultra high net worth community or with C-suite executives in corporations with enterprise value over $300MM
  • Demonstrated track record in relationship selling and/or fundraising

Job Details:

Company: Citi

Vacancy Type: Full Time

Job Location: Toronto, ON, CA

Application Deadline: N/A

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