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Private Banker

Job Req ID 21356819 Primary Location Geneva, Switzerland Job Category Private Client Coverage
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Citi Private Bank overview

Citi Private Bank is a trusted advisor to the world’s wealthiest, most influential individuals and families. Like Citi’s government, institutional and multinational corporate clients, Citi Private Bank clients receive bespoke service and access to the best ideas and solutions tailored to their unique needs and aspirations.

A part of Citi’s Institutional Clients Group, Citi Private Bank offers a wide range of products and services covering capital markets, managed investments, portfolio management, trust and estate planning, investment finance and banking. Among its select clients are a third of the world’s billionaires, many of whom are globally minded entrepreneurs with an expectation of an institutional level of service, who take advantage of Citi’s holistic approach to wealth management.

Citi Private Bank is represented by more than 1,000 private bankers, investment professionals and product specialists across a network of 90 offices in 33 countries and over 128 currencies worldwide, making it the most global private bank.

Citi has been present in Switzerland since 1962. In Switzerland we offer Commercial bank, Corporate bank, institutional and Private bank services.

Job Purpose:

The Private Banker’s role is to develop and deliver private and investment banking services to Ultra High Net Worth (UHNW) client’s within the Swiss onshore market ie individuals with primary residence in Switzerland, Family Offices based in Switzerland and Multi Family Offices.

Culture of flexible working arrangement, family friendly with a mix of work from home and 3 days on average in the office.

UHNW is defined as clients with USD 25+ million Net Worth

Job Purpose/Responsibilities:

Business Development:

  • Creates and executes a sales plan designed to acquire new target clients
  • Grows the number of new account relationships via collaboration with other Citi ICG businesses, customer referrals, marketing leads and self-generated leads and prospects
  • Profiles and qualifies prospective clients, ensuring compliance with all legal and regulatory requirements 

Build Client Relationships:

  • Demonstrates an in-depth understanding of clients’ businesses and sources of wealth generation
  • Anticipates events in a client’s life and business which have significant financial implications
  • Serves as a trusted advisor to clients who frequently seek strategic advice regarding financial matters
  • Builds relationships with client families that cross generations to establish long-term connections to the CPB 
  • Effectively manages client expectations regarding what can and cannot be executed on their behalf
  • Identifies potential sales opportunities with existing clients
  • Be proactive and have a consistent approach with clients

Develop Client Solutions:

  • Maintains a comprehensive understanding of client goals and risk tolerance to ensure that financial strategies are appropriate
  • Uncovers needs that are not articulated or clearly expressed by the client
  • Brings together the appropriate product experts to develop long-term solutions that strengthen client relationships with the firm
  • Helps clients achieve broad financial and investment goals related to the creation, management, and transfer of wealth
  • Develops tailored solutions that address clients' unique investment, risk management, and financing/liquidity needs

Execute and Drive Results:

  • Sets challenging goals, regularly monitoring progress and making adjustments to achieve objectives
  • Plans and prioritize daily, weekly, and monthly activities to maximize revenue growth and client satisfaction
  • Transfers or eliminate non-productive accounts in order to focus on clients who fit within the business strategy
  • Close the deal, making concessions that are appropriate and in line with the fundamental interests of the Private Bank

Teamwork:

  • Helps team members to acquire the experience necessary to establish credibility with clients and intermediaries
  • Good capacity for the development of relationship within the team
  • Demonstrates strong commitment to team success and place team goals above personal achievement
  • Encourages team members to work together to deepen client relationships and exceed sales goals
  • Aligns complementary experiences and skill sets of team members to maximize client effectiveness
  • Able to share, teach, learn, involve, motivate and lead

Build & Maintain Relationships with Business Partners, Colleagues and Staff:

  • Develops strong relationships and partners with support functions across the CPB to maintain control, find solutions and resolve issues
  • Follows standard procedures and advocates appropriate exceptions to standard practices when the bigger picture needs to be considered, and seeks or grants approvals as appropriate
  • Ensures compliance on regulatory requirements and minimizes any potential liability for Citigroup
  • Ensures strong controls and effective operational and administrative services
  • Sets an example of behavior to all staff
  • Generates new ideas and new ways of making business helping the team to reach the objectives
  • Contributes team solutions and ideas for the business

Navigate the Citigroup Organization:

  • Partners with colleagues across the Citigroup network to leverage capabilities and share expertise
  • Advocates for the client, negotiating on their behalf with members of the Private Bank and Citigroup
  • Ensures clients are presented with seamless execution of internal processes and Citigroup services
  • Prioritizes issues that need to be escalated, getting the appropriate people involved to expedite resolution

Promote Integrity and Trust:

  • Understands and communicate the risk involved with various investment strategies
  • Establishes credibility and trust with all CPB colleagues, maintaining the highest standards of personal and professional integrity and ethical behavior
  • Perseveres in delivering what is promised, even when obstacles arise
  • Flags and reports illegal or improper transactions, complying with all regulatory policies and control procedures regarding client acceptability

Technical Learning and Self Development:

  • Understands the broad array of products and services under the Citigroup umbrella 
  • Applies an in-depth level of knowledge in several key investment and financing products
  • Develops expertise to identify business opportunities and address the unique needs of specific client segments
  • Keeps abreast of financial industry developments and current global market conditions
  • Presents and communicate complex financial concepts and investment strategies with the highest degree of professionalism
  • Seeks continuous improvement, admitting mistakes and changing behavior based on feedback from clients and colleagues

Knowledge/Experience:

  • At least 7-10 years experience in UHNW Private Banking or Investment/Corporate Banking, specifically covering the UHNW market
  • Proven knowledge of the target Private banking market with strong relationships to UHNW clientele in this market
  • Extensive experience in working with and/or leading client teams and transactions
  • 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 integrating and balancing diverse priorities
  • Extensive experience in selling sophisticated products, services and wealth planning structures, based on client needs
  • Experience in working on teams and influencing diverse resources and stakeholders

Skills:

  • Fluent English required
  • French, German, Italian valued for the Swiss onshore market
  • Excellent relationship building skills
  • Able to work as part of a team
  • Strong communication skills
  • Influencing Skills / Persuasiveness
  • Strong organizational skills
  • Strong awareness of risk and compliance and work ethics
  • Entrepreneurial mindset

Qualifications:

  • Post graduate University degree education, Business school degree, MBA or equivalent experience
  • Financial certifications valued: example CFA, Swiss exams

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Job Family Group:

Private Client Coverage

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Job Family:

Private Banker

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Time Type:

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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.

View the "EEO is the Law" poster. View the EEO is the Law Supplement.

View the EEO Policy Statement.

View the Pay Transparency Posting

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We foster a culture that embraces all individuals and encourages diverse perspectives, where you can make an impact and grow your career. At Citi, we value colleagues that demonstrate high professional standards, a strong sense of integrity and generosity, intellectual curiosity, and rigor. We recognize the importance of owning your career, with the commitment that if you do, we promise to meet you more than half way.

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