25922283 Private Banker (Taiwan Team) - Citi Private Bank

CITICORP INVESTMENT BANK (SINGAPORE) LIMITED; Singapore; On-site; SGD 150,000 - 200,000; Full time

Job summary

A major global financial institution in Singapore is seeking a Senior Private Banker to serve ultra-high net worth clients. The ideal candidate will have over 10 years of experience in Private Banking, a proven track record in relationship management, and familiarity with the Taiwan market. This role offers comprehensive resources to support client needs and foster long-term relationships, along with a commitment to employee development and well-being.

Benefits

Telehealth options

Health advocates

Generous paid time off packages

Access to learning and development resources

Qualifications

• Extensive and proven experience in Private Banking covering the UHNW market.
• Experience working with and/or leading client teams and transactions.
• Demonstrated track record in relationship selling.

Responsibilities

• Identify prospects and establish contact to convert them into clients.
• Understand clients’ businesses and sources of wealth generation.
• Serve as a trusted advisor for strategic financial advice.

Skills

10+ years of experience

Extensive experience in Private Banking

Relationship selling track record

Experience covering Taiwan market

CACS Papers 1 & 2

Education

Bachelor's/University degree

Master's degree preferred

Job description

At Citi, we get to connect millions of people across hundreds of cities and countries every day. And we've been doing it for more than 200 years. We do this through our unparalleled global network. We provide a broad range of financial services and products to our clients – whether they be consumers, corporations, governments or institutions – to help them meet their biggest opportunities and face the world's toughest challenges.

Shape your Career with Citi

Citi Private Bank (CPB) is dedicated to serving the world’s wealthiest individuals and their families. From 52 locations across 20 countries, we offer our services to more than 14,000 ultra-high net worth clients from nearly 100 nations. Our clients include entrepreneurs, business leaders, executives, their heirs and families, whom we offer customized services to help protect and responsibly grow their wealth.

We’re currently looking for a high caliber professional to join our team as a Senior Private Banker - Taiwan Team based in Singapore. Being part of our team means that we’ll provide you with the resources to meet your unique needs, empower you to make healthy decisions and manage your financial well-being to help plan for your future. For instance:

• Citi provides programs and services for your physical and mental well-being including access to telehealth options, health advocates, confidential counseling and more. Coverage varies by country.
• Citi provides access to an array of learning and development resources to help broaden and deepen your skills and knowledge as your career progresses.
• We have a variety of programs that help employees balance their work and life, including generous paid time off packages.

In this role, you’re expected to :

• 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.
• 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.
• Establish a referral network and gain introductions to potential clients which generate new sales.
• 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.

As a successful candidate, you’d ideally have the following skills and exposure:

• 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
• CACS Papers 1 & 2 required
• Experience of covering Taiwan market
• Bachelor's/University degree, Master's degree preferred

Working at Citi is far more than just a job. A career with us means joining a family of more than 230,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact. Take the next step in your career, apply for this role at Citi today https://jobs.citi.com/dei