Private Banker (Taiwan Offshore Team)

Citibank (Hong Kong) Limited; Hong Kong; On-site; HKD 1,200,000 - 1,800,000; Full time

Job summary

Citibank (Hong Kong) Limited is seeking a Private Banker Senior Lead to drive UHNW client coverage and lead client relationship activities within Citi Private Bank. The role emphasizes strategic advisory, cross-team collaboration, and long-term wealth planning for premier clients.

The ideal candidate has extensive private banking experience, a proven track record in relationship selling, and strong senior-level communication skills to influence internal and external stakeholders.

Qualifications

• Extensive private banking experience with UHNW clients.
• Proven track record in relationship selling and leading client teams.
• Strong communication and negotiation skills at senior levels.

Responsibilities

• Actively identify prospects and convert them into clients.
• Demonstrate deep understanding of clients' wealth strategies and needs.
• Advise on financial strategies and products with a long-term perspective.
• Build multi-generational client relationships for Citi Private Bank.
• Manage client expectations and align solutions with risk tolerance.
• Coordinate with product experts to develop tailored wealth plans.
• Ensure regulatory compliance and strong operational controls.

Skills

UHNW client experience

Relationship selling

Private Banking

Education

Bachelor's degree

Master's degree preferred

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. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and external customers. Accountable for significant direct business results or authoritative advice regarding the operations of the business.

Responsibilities:

• 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.
• 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 Citi Private Bank.
• 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.
• Uncover needs that are not articulated or clearly expressed by the client.
• 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.
• Set challenging goals, regularly monitoring progress and making adjustments to achieve objectives.
• 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.
• 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.
• 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.
• 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.
• Follow standard procedures and advocate appropriate exceptions to standard practices when the bigger picture needs to be considered, and seek or grant approvals as appropriate.
• Ensure compliance on regulatory requirements and minimizes any potential liability for Citi.
• Ensure strong controls and effective operational and administrative services.
• Set an example of behaviour to all staff.
• Partner with colleagues across the Citi network to leverage capabilities and share expertise.
• Ensure clients are presented with seamless execution of internal processes and Citigroup services.
• Prioritize issues that need to be escalated, getting the appropriate people involved to expedite resolution.
• Understand and communicate the risk involved with various investment strategies.
• Establish credibility and trust with all Citi Private Bank colleagues, maintaining the highest standards of personal and professional integrity.
• Persevere in delivering what is promised, even when obstacles arise.
• Flag and report illegal or improper transactions, complying with all regulatory policies and control procedures regarding client acceptability.
• Understand the broad array of products and services under the Citi umbrella.
• Apply an in-depth level of knowledge in key investment and financing products.
• Develop expertise to identify business opportunities and address the unique needs of specific client segments.
• Keep abreast of financial industry developments and current global market conditions.
• Present and communicate complex financial concepts and investment strategies with the highest degree of professionalism.
• Seek continuous improvement, learn from mistakes and adapt behaviour, based on feedback from clients and colleagues
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

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

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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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