Senior Private Banker (Singapore / Malaysia / ANZ / Philippines)

01291 Citicorp Investment Bank (Singapore) Limited; Singapore; On-site; SGD 150,000 - 200,000; Full time

Job summary

A leading global financial services firm is looking for a Private Banker / Senior Private Banker to join their Singapore team. This role involves identifying prospects, converting them into clients, and serving as a trusted advisor on financial matters. The ideal candidate will have over 10 years of experience in Private Banking, demonstrating a strong background in relationship selling and working with ultra-high-net-worth clients. Join a team dedicated to helping clients manage and grow their wealth.

Qualifications

• 10+ years of experience in Private Banking.
• Extensive experience in working with UHNW clients.
• Proven track record in relationship selling.

Responsibilities

• Identify prospects and convert them into clients.
• Serve as a trusted advisor on financial matters.
• Build long-term relationships with client families.
• Develop tailored investment and risk management solutions.

Skills

Relationship selling

In-depth understanding of client businesses

Investment and financing product knowledge

Education

Bachelor’s / University degree

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 are 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 – Singapore / Malaysia / ANZ / Philippines Team (UHNW Segment), 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.

• 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 would ideally have the following:

• 10+ years of experience.
• Extensive and proven experience in Private Banking covering the UHNW market; extensive experience in working with and/or leading client teams and transactions; demonstrated track record in relationship selling.
• Bachelor’s / University degree.

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.

This job description provides a high‑level review of the types of work performed. Other job‑related duties may be assigned as required.

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