Private Banker - Wealth at Work, Asset Manager Group

Citi; London; On-site; GBP 60,000 - 100,000; Full time

Job summary

Citi is seeking a Private Banker for its Wealth at Work division in London. The successful candidate will have extensive experience in private banking and must effectively manage client relationships while providing strategic financial advice. This role involves onboarding investment prospects and coordinating with internal teams to develop tailored financial solutions for high-net-worth clients.

Qualifications

• Extensive experience in a similar role.
• In-depth knowledge of investment and financing products.
• Proven experience in private banking covering the HNW/UHNW market.

Responsibilities

• Identify and onboard investment prospects within existing and target firms.
• Manage client relationships and ensure client expectations are met.
• Coordinate with partners to provide integrated financial solutions.

Skills

Relationship management

Financial advisory

Investment products knowledge

Education

Investment Advisory Diploma

Job description

Private Banker - Wealth at Work, Asset Manager Group

Join to apply for the Private Banker - Wealth at Work, Asset Manager Group role at Citi

Private Banker - Wealth at Work, Asset Manager Group

Join to apply for the Private Banker - Wealth at Work, Asset Manager Group role at Citi

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Are you looking for a career move that will put you at the heart of a global financial institution? Citi Wealth at Work are looking for an experienced banker with proven relationship building skills to work with client firms and their senior employees.

By joining Citi, you will become part of a global organisation whose mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress.

Citi Global Wealth at Work is one of the core pillars of Citi’s Wealth strategy, providing Banking, Lending, Investments services and advice to senior professionals and their firms. Wealth at Work has four core verticals – Law Firm Group, Asset Manager Group, Professional Services Group and Enterprise, operating a B2B2C model.

This role will be as a Banker within the Asset Manager Group (AMG). AMG services the needs of financial professionals working in Private Equity Firms, Hedge Fund and Traditional Managers. The International business covers the UK, Europe and Middle East and we are looking for a banker to join an active and cohesive team in London to help us continue our impressive growth.

What You’ll Do

The primary objective of the role is to actively identify and onboard investment prospects within both the existing book of business and other Target Market firms. You would then manage these clients and the existing book, working alongside our investment team. In addition, you will be charged with overseeing the broader relationship with certain firms on an institutional basis, bringing the wider franchise to the client. This involves close co-ordination with our Markets business and other partners within the broader Wealth organisation.

• Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters.
• Effectively manage client expectations regarding what can and cannot be executed on their behalf.
• 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.
• Develop tailored solutions that address clients' investment, risk management, and financing/liquidity needs.
• Plan and prioritize daily, weekly, and monthly activities to maximize revenue growth and client satisfaction.
• Close the deal, making concessions that are appropriate and in line with the fundamental interests of the Citi Wealth at Work.
• Build relationships/partner with support groups in Citi Wealth at Work to maintain control, find solutions and resolve issues.
• Ensure clients are presented with seamless execution of internal processes and Citigroup services.
• Understand and communicate the risk involved with various investment strategies.
• Establish credibility and trust with all Citi Wealth colleagues, maintaining the highest standards of personal and professional integrity.
• Present and communicate complex financial concepts and investment strategies with the highest degree of professionalism.
  
  

What We’ll Need From You

• Extensive experience in a similar role.
• Apply an in-depth level of knowledge in key investment and financing products.
• Extensive and proven experience in Private Banking having covered the HNW/ UHNW market / Extensive experience in working with and/or leading client teams and transactions / Demonstrated track record in relationship management and investments.
  
  

Education:

• Investment Advisory Diploma
  
  

Candidates applying for this role must be aware that it is a Certified Role, subject to the Certification Regime. The Certification Regime is one element of the Individual Accountability Regime which has come into effect on 7 March 2016.

Under the Certification Regime, certain Citi entities must ensure that employees working in certain roles categorised as specified significant harm functions (Certified Roles) are assessed as fit and proper to carry out their role.

Under the guidance provided by the FCA and PRA, firms should have regard to the following when assessing fitness and propriety:

Honesty, integrity and reputation

Financial soundness

Competence and capability

In order to comply with the requirements of the Certification Regime, certain Citi entities must take reasonable care to ensure that an employee does not perform a Certified Role without first being certified as Fit and Proper. For this reason, you will be assessed for this role against the Fit and Proper requirements, as described above. This assessment will be carried out through extensive interviews, self-disclosures, permitted criminal record checks, reference checks, credit checks and other background checks. If hired for this role, you will also be required to complete an annual declaration regarding your Fitness and Propriety.

By submitting your application, you acknowledge that you have read the information above and that you are applying for a Certified Role. You also agree to Citi carrying out any additional screening required, including permitted criminal record checks, reference checks, credit checks and any other background checks.

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Job Family Group:

Private Client Coverage

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Job Family:

Private Banker

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Time Type:

Full time

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.

View Citi’s EEO Policy Statement and the Know Your Rights poster.

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Banking, Financial Services, and Investment Banking

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