MD, Private Bank Team Head (Swiss Onshore)
Core
Managing a team of senior professionals to grow client business and acquire UHNW target names in the Swiss onshore market.
Role type
Senior Private Bank Team Head
Builds
Wealth management solutions and financial strategies for UHNW clients and family offices
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
UHNW client servicing, team leadership, strategic planning, market growth, relationship selling, risk management, compliance, deal closing, network development
Preferred skills
Swiss national languages (French, German, or Italian)
Technologies
Data analytics, scorecard systems
Responsibilities
Develop medium- to long-term plans and execute functional strategies for the market; Coach and guide team members to develop sales ideas; Lead marketing and client events; Execute account plans and provide guidance on specific deals; Anticipate client life and business events with financial implications; Develop tailored investment, risk management, and financing solutions; Establish referral networks to generate new sales; Ensure compliance with regulatory requirements; Partner with support functions and colleagues across the Citigroup network.
Seniority
Senior, hands-on IC with team management
