Senior Private Banking Advisor for UHNW Clients

Citi

Hong Kong

Hybrid

HKD 900,000 - 1,500,000

Full time

14 days+

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Job summary

Citi Hong Kong is seeking a Senior Lead Private Banker to drive strategic client engagement with UHNW individuals, leveraging deep product expertise to deliver bespoke wealth solutions tailored to each family. The role requires 10+ years of experience in private banking, proven leadership of client teams, and a track record in relationship selling.

You will partner with Citi's product specialists to align strategy with client goals, manage risk, and ensure compliant, seamless service across the

Qualifications

  • 10+ years of experience in Private Banking and UHNW markets.
  • Experience leading client teams and transactions.
  • Proven track record in relationship selling.

Responsibilities

  • Actively identify prospects and establish contact with them/convert prospects into clients.
  • Demonstrate an in-depth understanding of clients’ businesses and wealth sources.
  • Maintain robust client risk awareness and ensure appropriate investment strategies.
  • Coordinate with product experts to develop long-term wealth solutions.
  • Build and maintain relationships with client families across generations.

Job description

Citi Hong Kong is seeking a Senior Lead Private Banker to drive strategic client engagement with UHNW individuals, leveraging deep product expertise to deliver bespoke wealth solutions tailored to each family. The role requires 10+ years of experience in private banking, proven leadership of client teams, and a track record in relationship selling.

You will partner with Citi's product specialists to align strategy with client goals, manage risk, and ensure compliant, seamless service across the

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