26931115 Private Banker, SVP (India Team) - Citi Private Bank

CITICORP INVESTMENT BANK (SINGAPORE) LIMITED; Singapore; On-site; SGD 120,000 - 180,000; Full time

Job summary

A prominent financial institution in Singapore is seeking a Private Banker / Senior Private Banker. The successful candidate will have over 10 years of experience in Private Banking, focusing on ultra-high net worth clients. Responsibilities include identifying prospects, managing client relationships, and providing tailored financial solutions. This role offers the opportunity to be part of a global network and contribute to clients' financial successes through strategic advice.

Benefits

Access to telehealth options

Health advocates and confidential counseling

Generous paid time off packages

Qualifications

• 10+ years of experience.
• Extensive experience in Private Banking with UHNW market.
• Experience covering South Asia and NRI clients.

Responsibilities

• Identify prospects and convert them into clients.
• Understand clients’ businesses and wealth sources.
• Serve as a trusted advisor for financial matters.
• Manage client expectations effectively.

Skills

Wealth Management

Excellent Communication Skills

Investment Advisory

Networking

Private Banking

Risk Management

Investment Strategies

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 Private Banker / Senior Private Banker - India 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 decision 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
• Experience of covering South Asia / NRI clients
• 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

Tell employers what skills you have

• Wealth Management
• Excellent Communication Skills
• Upselling
• Investment Advisory
• Investment Strategies
• Due Diligence
• Telehealth
• Wealth
• Counseling
• Private Banking
• Transparency
• Risk Management
• Scratch
• Networking
• Wellbeing
• Diplomacy
• Regulatory Requirements
• Financial Services