Private Banker (China Offshore Team)

Citi; New York (NY); Hybrid; USD 229,000 - 357,000; Full time

Job summary

Citi Private Bank (CPB) is seeking a Private Banker for the China Offshore Team, based in Hong Kong. You will work with ultra-high-net-worth families, building tailored wealth solutions and coordinating with product experts to protect and grow their wealth.

The role emphasizes prospecting, relationship management, and cross-generational planning, requiring deep knowledge of investment and financing strategies and a commitment to the bank's risk and compliance standards.

Qualifications

• Bachelor's degree, Master's preferred.
• 15+ years of experience.
• ECF/CB qualifications advantageous under HKIB.
• UHNW Private Banking experience with leadership in client teams and transactions.

Responsibilities

• Identify prospects and convert them into clients.
• Understand clients' wealth and business for tailored advice.
• Manage client expectations and risk awareness.
• Coordinate with product experts to build long-term solutions.
• Develop referrals and expand Citi Private Bank network.
• Close deals aligned with Citi Private Bank interests.

Skills

Relationship selling

UHNW Private Banking

Client team leadership

Education

Bachelor's degree, Master's preferred

15+ years experience

ECF/CB qualifications advantageous

Job description

Private Banker (China Offshore Team)

Job Req Id:

26984369

Location(s):

Hong Kong, Central and Western District, Hong Kong SAR

Job Type:

Hybrid

Posted:

Aug. 06, 2026

Discover your future at Citi

Working at Citi is far more than just a job. A career with us means joining a team of approximately 219,000 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.

Job Overview

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 - China Offshore Team, based in Hong Kong. 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.
• 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 particular 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.

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

• Bachelor's/University degree, Master's degree preferred
• 15+ years of experience
• Professional qualifications such as Enhanced Competency Framework (ECF) [ and/or Certified Banker (CB)] (include as appropriate) under Hong Kong Institute of Bankers (HKIB) would be an advantage
• 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

This position falls under the Mandatory Reference Checking (MRC) Scheme, a standardised reference-checking arrangement that is designed to support the integrity of authorised institutions regulated by the Hong Kong Monetary Authority. The MRC Scheme requires an in-scope institution intending to hire an individual for certain relevant positions to conduct a mandatory reference check on that individual, by requesting information about them from each relevant former and current employer. By applying for this role, you acknowledge that your reference may be shared with other participating banks in accordance with the scheme’s principles. For further details, please refer to the public website of HKAB.

Job Family Group:

Private Client Coverage

Job Family:

Private Banker

Time Type:

Full time

Most Relevant Skills

Please see the requirements listed above.

Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

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.

View Citi’s EEO Policy Statement and the Know Your Rights poster.

Job Family Group:

Private Client Coverage

Job Family:

Private Banker

Time Type:

Full time

Most Relevant Skills

Please see the requirements listed above.

Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

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.

View Citi’s EEO Policy Statement and the Know Your Rights poster.