Citigold Private Client (CPC) Banker
Core
Seasoned professional managing high-net-worth client relationships, advising on asset allocation, and selling fee-based products to enhance penetration.
Role type
Senior IC Private Client Banker
Builds
Client relationships and fee-based product portfolios
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Client account management, asset allocation, product penetration analysis, risk profiling, financial planning, compliance (KYC/AML), new customer acquisition, event organization
Preferred skills
Enhanced Competency Framework (ECF), Certified Banker (CB)
Technologies
None stated (via careerplan.io/jobs/859033145369-citigold-private-client-cpc-banker-at-citi)
Responsibilities
Review customer needs and asset allocation; advise on mobilizing funds and selling fee-based products; identify potential customers for tailored products; ensure coverage through risk profiling and financial planning; organize customer events; acquire new customers via referrals; ensure KYC/AML compliance; assess risk in business decisions.
Seniority
Senior, seasoned professional with significant impact