Director, Senior Private Banker - India Team, Citi Private Bank

Citibank (Switzerland) AG; Singapore (MI); On-site; USD 150,000 - 250,000; Full time

Job summary

A leading financial institution is seeking a Senior Private Banker in Singapore to manage ultra-high net worth clients. The role involves building long-term relationships, providing strategic financial advice, and developing tailored investment solutions. Ideal candidates will have extensive experience in Private Banking and a strong track record in relationship selling. Join a global team dedicated to empowering clients and making a significant impact in their financial well-being.

Qualifications

• 15+ years of experience in Private Banking.
• Experience covering UHNW market and South Asia clients.

Responsibilities

• Identify prospects and convert them into clients.
• Serve as a trusted advisor for financial matters.
• Develop tailored solutions for clients' investment needs.

Skills

Relationship Selling

Client Management

Investment Knowledge

Education

Bachelor's Degree

Master's Degree

Job description

Apply locations Singapore Singapore posted on Posted 2 Days Ago job requisition id 25853071

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 - 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.

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 :

• 15+ 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.

Job Family Group : Private Client Coverage

Job Family : Private Banker

Time Type :

Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and / or apply for a career opportunity review Accessibility at Citi .

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