Private Banker - Wealth at Work, Law Firm Group

Citigroup Inc.; London; On-site; GBP 70,000 - 100,000; Full time

Job summary

A global financial institution in London seeks an experienced Private Banker. The role involves identifying investment prospects and providing tailored financial solutions to high-net-worth clients. Candidates should possess a strong investment advisory background and proven relationship-building skills. This position requires maintaining high standards of client service and integrity while managing complex financial strategies.

Qualifications

• Proven experience in Private Banking with HNW/UHNW clients.
• Demonstrated track record in investment management and client team leadership.
• Ability to build and maintain strong client relationships.

Responsibilities

• Identify investment prospects and convert them into clients.
• Manage client relationships and work with the investment team.
• Provide strategic financial advice to clients.

Skills

Relationship management

Investment advisory knowledge

Understanding of financial products

Education

Investment Advisory Diploma

Job description

Overview

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.

Job Background/context

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 Law Firm Group. LFG has been in existence for over 55 years and is the pre-eminent provider in the market, acting as the leading banking and financial partner to Am Law 100 & Magic Circle Partners and their firms. 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 investment prospects within the existing book of business and to convert those prospects into clients, which you would then manage, 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.

• 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

• A good track record of 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

Compliance and Certification

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.

Job Family Group: Private Client Coverage

Job Family: Private Banker

Time Type: Full time

Most Relevant Skills

Please see the requirements listed above.

Other Relevant Skills

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

Equal Opportunity

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.

Accessibility

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.