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Citi Global Wealth - UK Private Bank Team Leader

Job Req ID 22496024 Primary Location London, United Kingdom Job Category Private Client Coverage
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The UK Private Bank Team Leader role manages a team of senior professionals. The role requires an in-depth knowledge of the different types of solutions and products available to support a clients objectives and risk tolerance, gained through extensive first-hand experience and relevant professional qualifications. They will be responsible for managing the teams revenue, AUM’s and client acquisition whilst ensuring that they and the team adhere to all applicable policies and the risk and control environment of the bank. The UHNW team focuses exclusively on clients with net worth in excess of $25 million. The role will report to the UK Cluster Head and will be part of the UK and Israel management team.


  • The position entails growing the existing client business, along with an acquisition strategy for UHNW target names. Thus thorough knowledge of the relevant market is critical and a track record evidencing the ability to grow such business through a focused and high quality team.
  • Accountable for driving revenue and be responsible for their entire team’s revenue goals.
  • Works closely with the UK Cluster Head to lead the activities for the team.
  • Coach and guide team members and help them develop and share sales ideas across their and the wider team.
  • Co-ordinate client calling and prospecting amongst team members and sharing best practice.
  • Work with the UK Cluster Head to achieve overall team revenues and growth objectives.
  • Take the lead in developing and implementing marketing and client events for the team.
  • Help team members in executing their account plans by providing guidance and support on specific deals and clients.
  • Provide ongoing feedback to team members on their performance as well as the formal mid-year & year-end reviews.
  • 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.
  • Bring together the appropriate product experts to develop long-term solutions that strengthen client relationships with the firm.
  • Help clients achieve broad financial & investment goals related to the creation, management, and transfer of wealth.
  • Develop tailored solutions that address clients' unique investment, risk management, and financing/ liquidity needs.
  • Regularly monitor progress against goals and make adjustments to achieve objectives.
  • Plan and prioritize daily, weekly and monthly activities to maximize revenue growth and client satisfaction.
  • Transfer or eliminate non-productive accounts in order to focus on clients who fit within the business strategy.
  • 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 Private Bank.
  • Help team members acquire the experience to establish credibility with clients and intermediaries.
  • Demonstrate strong commitment to team success and place team goals above personal achievement.
  • Work collaboratively with the UK Cluster Head and other Team Leaders to lead the business.
  • Encourage team members to work collaboratively and with the entire business to deepen client relationships and exceed sales goals.
  • Align complementary experiences and skill sets of team members to maximize client effectiveness.
  • Build and maintain relationships with Business Partners, Colleagues and Staff.
  • Develop strong relationships and partners with support functions across the 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.
  • Sets an example of behaviour to all employees.
  • Partner with colleagues across the Citigroup network to leverage capabilities and share expertise.
  • Ensure clients are presented with seamless execution of internal processes and Citi services.
  • Prioritize issues that need to be escalated, getting the appropriate people involved to expedite resolution.
  • 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 well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.


  • 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


  • Bachelor's/University degree, Master's degree preferred

Candidates applying for this role must be aware that it is a Certified Role, subject to the Certification Regime. The Certification Regime is one element of the Individual Accountability Regime which has come into effect on 7 March 2016. Under the Certification Regime, certain Citi entities must ensure that employees working in certain roles categorised as specified significant harm functions (Certified Roles) are assessed as fit and proper to carry out their role.

Under the guidance provided by the FCA and PRA, firms should have regard to the following when assessing fitness and propriety:

Honesty, integrity and reputation

Financial soundness

Competence and capability

In order to comply with the requirements of the Certification Regime, certain Citi entities must take reasonable care to ensure that an employee does not perform a Certified Role without first being certified as Fit and Proper. For this reason, you will be assessed for this role against the Fit and Proper requirements, as described above. This assessment will be carried out through extensive interviews, self-disclosures, permitted criminal record checks, reference checks, credit checks and other background checks. If hired for this role, you will also be required to complete an annual declaration regarding your Fitness and Propriety.

By submitting your application, you acknowledge that you have read the information above and that you are applying for a Certified Role. You also agree to Citi carrying out any additional screening required, including permitted criminal record checks, reference checks, credit checks and any other background checks.


Job Family Group:

Private Client Coverage


Job Family:

Private Banker


Time Type:


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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.

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