Private Client Banker | Wealth Growth & Relationship Lead

Citi; New York (NY); On-site; USD 90,000 - 120,000; Full time

Job summary

Citi is looking for an experienced CPC Banker based in New York. This role involves managing client relationships and ensuring compliance with all regulations. Candidates should have over 8 years of experience in relationship management and hold relevant qualifications.

As part of a global team of 230,000 professionals, you will have the chance to engage with clients, assess their needs, and advise them on various products and services. Join us at Citi to make a meaningful impact in finance.

Qualifications

• Over 8 years of relationship manager experience.
• Professional qualifications such as HKSI 1,7,8 and IIQE 1,2,3,5.
• Professional qualifications under HKIB would be an advantage.

Responsibilities

• Manage client accounts and assess their needs.
• Advise on enhancing relationships and mobilizing funds.
• Ensure compliance with KYC/AML and other regulations.

Skills

Relationship management

Risk assessment

Communication and diplomacy

Analytical skills

Education

Bachelor's/University degree

Job description

Citi is looking for an experienced CPC Banker based in New York. This role involves managing client relationships and ensuring compliance with all regulations. Candidates should have over 8 years of experience in relationship management and hold relevant qualifications.

As part of a global team of 230,000 professionals, you will have the chance to engage with clients, assess their needs, and advise them on various products and services. Join us at Citi to make a meaningful impact in finance.