Private Banker/ Sr Private Banker (Singapore, Malaysia Market Coverage)
Core
Strategic professional providing advanced judgment and tailored financial solutions to UHNW clients, anticipating life/business events and managing wealth creation goals.
Role type
Principal Private Banker (Strategy & Mentorship)
Builds
Long-term client relationships and tailored investment/financing solutions for UHNW families
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
Strategic financial planning, UHNW client relationship management, quantitative/qualitative analysis, risk assessment, regulatory compliance, team leadership, cross-generational relationship building
Preferred skills
Master's degree, experience leading client teams
Technologies
Investment and financing products under Citi umbrella
Responsibilities
Identify and convert prospects into clients, develop tailored solutions for investment/risk/liquidity needs, mentor team members to build credibility, ensure regulatory compliance and flag improper transactions, align team skill sets to maximize client effectiveness, manage client expectations and risk tolerance
Seniority
Principal, strategy & mentorship