Job Description
Full job description
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
.
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.
The Private Banker's role is to develop and deliver private and investment banking services to Ultra High Net Worth (UHNW) clients within the Levant market. UHNW is defined as clients with USD 25+ million Net Worth or USD 10+ million AUM or USD 100,000+ Client Net Revenue.
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 & Acquire 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.
Knowledge/Experience:
Proven experience in UHNW Private Banking or the institutional/corporate banking market, specifically covering the Levant 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.
Skills:
Fluent English (written and spoken), Arabic and/or French language skills also be advantageous.
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
Candidates applying for this role must be aware that it is a Certified Role, subject to the FCA and PRA Certification Regime.
The Certification Regime is one element of the Individual Accountability Regime which came into effect on 7 March 2016.
Under the Certification Regime, Citi UK regulated entities (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
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
.
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.
The Private Banker's role is to develop and deliver private and investment banking services to Ultra High Net Worth (UHNW) clients within the Levant market. UHNW is defined as clients with USD 25+ million Net Worth or USD 10+ million AUM or USD 100,000+ Client Net Revenue.
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 & Acquire 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.
Knowledge/Experience:
Proven experience in UHNW Private Banking or the institutional/corporate banking market, specifically covering the Levant 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.
Skills:
Fluent English (written and spoken), Arabic and/or French language skills also be advantageous.
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
Candidates applying for this role must be aware that it is a Certified Role, subject to the FCA and PRA Certification Regime.
The Certification Regime is one element of the Individual Accountability Regime which came into effect on 7 March 2016.
Under the Certification Regime, Citi UK regulated entities (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
💡 Quick Summary
Seeking a career-building opportunity? The Private Banker - Levant Market position is now open for candidates interested in the Bank Jobs sector. This role in London offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.