Senior Private Banker & Wealth Strategy Partner

Citi; Singapore; On-site; SGD 120,000 - 180,000; Full time

Job summary

Citi Private Bank in Singapore seeks a Senior Private Banker Principal to drive strategic client engagement and portfolio solutions for ultra-high-net-worth clients. You will lead cross-functional collaboration, manage complex wealth strategy, and build enduring family relationships with a focus on risk-aware, compliant execution.

You will leverage deep market insight, fiduciary discipline, and a proven track record in relationship selling to expand the Citi Private Bank's footprint while

Qualifications

• 15+ years of experience in Private Banking or equivalent.
• Extensive experience working with UHNW clients and leading client teams.

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.
• 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.
• 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.
• Appropriately assess risk when business decisions are made, demonstrating 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.

Skills

Private Banking

Relationship selling

UHNW experience

Team leadership

Regulatory compliance

Education

Bachelor's/University degree

Master's degree is good to have

Job description

Citi Private Bank in Singapore seeks a Senior Private Banker Principal to drive strategic client engagement and portfolio solutions for ultra-high-net-worth clients. You will lead cross-functional collaboration, manage complex wealth strategy, and build enduring family relationships with a focus on risk-aware, compliant execution.

You will leverage deep market insight, fiduciary discipline, and a proven track record in relationship selling to expand the Citi Private Bank's footprint while