Private Banker (Hong Kong Team)
Core
Serve the world's wealthiest individuals and their families by providing customized financial services to protect and grow their wealth.
Role type
Senior Private Banker (Ultra-High Net Worth)
Builds
Tailored investment, risk management, and financing solutions for ultra-high net worth clients.
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
Prospecting and client acquisition, Strategic financial advisory, Cross-generational relationship management, Risk assessment, Portfolio construction, Regulatory compliance
Preferred skills
Enhanced Competency Framework (ECF), Certified Banker (CB), Master's degree
Technologies
Investment and financing products under Citi umbrella
Responsibilities
Identify and convert prospects into clients, Anticipate client life and business events with financial implications, Develop tailored solutions for investment and liquidity needs, Manage client expectations and risk tolerance, Build long-term relationships with client families, Ensure regulatory compliance and flag improper transactions, Partner with product experts to develop long-term solutions.
Seniority
Senior, hands-on IC