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Private Banker (Hybrid)

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Citi

8d ago

  • Job
    Full-time
    Senior & Expert Level
  • Sales & Business Development
    Banking & Finance
  • Frankfurt

AI generated summary

  • You need UHNW Private Banking experience in Germany, strong relationship-building skills, business development acumen, fluency in German, and excellent IT skills.
  • You will build client relationships, develop tailored solutions, execute goals, support team members, collaborate with partners, and promote integrity in investment strategies.

Requirements

  • Proven experience in UHNW Private Banking or the institutional/corporate banking market, specifically covering the German market
  • Demonstrated track record in relationship acquisition.
  • Proven success in building a new business, prospecting for new clients and business, identifying new business opportunities and closing transactions.
  • Extensive experience in selling new products, based on client needs.
  • Experience in working on teams and influencing diverse resources and stakeholders.
  • Fluent German (written and spoken)
  • Excellent relationship building skills
  • Thrives in a business development environment
  • Strong IT skills including Excel and Word
  • Creative and innovative
  • Able to multi-task and prioritise
  • Strong awareness of risk and compliance
  • CEP-Fitness and Probity Regime (CFs and PCFs)

Responsibilities

  • Build Client Relationships - Demonstrates an in-depth understanding of clients' businesses and sources of wealth generation as well as serve as a trusted advisor to the Private Banks clients.
  • Develop Client Solutions - Develop tailored solutions that address clients' unique investment, risk management, and financing/liquidity needs.
  • Execute and Drive Results - Set challenging goals, regularly monitoring progress and making adjustments to achieve objectives.
  • Teamwork - Help team members to acquire the experience necessary to establish credibility with clients and intermediaries.
  • Build & Maintain Relationships with Business Partners, Colleagues and Staff - Develop strong relationships and partners with support functions across the Private Bank to maintain control, find solutions and resolve issues.
  • Promote Integrity and Trust - Understand and communicate the risk involved with various investment strategies.

FAQs

What is the job title for this position?

The job title is Private Banker.

What business division is this role part of?

This role is part of Citi Private Bank within Citi Global Wealth.

What is the location of the Private Banker position?

The location of the Private Banker position is Frankfurt, Germany.

What are the main responsibilities of a Private Banker?

The main responsibilities include building client relationships, developing tailored client solutions, executing and driving results, teamwork, maintaining relationships with business partners, and promoting integrity and trust.

What experience is required for this role?

Proven experience in UHNW Private Banking or the institutional/corporate banking market, specifically covering the German market, is required.

What language proficiency is necessary for this position?

Fluency in German (both written and spoken) is necessary for this position.

What skills should candidates possess for this role?

Candidates should have excellent relationship-building skills, thrive in a business development environment, possess strong IT skills including Excel and Word, and demonstrate creativity and innovation.

Are applicants from diverse backgrounds encouraged to apply?

Yes, Citi is an equal opportunity and affirmative action employer, encouraging applicants from diverse backgrounds to apply.

Is this role subject to any regulatory compliance or fitness requirements?

Yes, this role is a "Controlled Function" as defined by the Central Bank of Ireland Reform Act and is subject to fitness and probity requirements.

What type of clients will the Private Banker serve?

The Private Banker will serve Ultra High Net Worth (UHNW) clients, typically defined as individuals with a net worth of USD 25+ million, USD 10+ million AUM, or USD 100,000+ client net revenue.

Finance
Industry
10,001+
Employees
1998
Founded Year

Mission & Purpose

Citigroup Inc. or Citi is an American multinational investment bank and financial services corporation headquartered in New York City. Citi's operation is to provide financial services that enable growth and economic progress. Core activities are safeguarding assets, lending money, making payments and accessing the capital markets.

Benefits

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