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Private Banker

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Citi

17d ago

  • Job
    Full-time
    Senior Level
  • Sales & Business Development
    Banking & Finance
  • Dublin

AI generated summary

  • You need UHNW banking experience in Ireland, strong relationship skills, a track record in business acquisition, investment sales experience, and solid IT skills, while managing risk and compliance.
  • You will build client relationships, develop tailored financial solutions, monitor goals, support team growth, collaborate with partners, and promote integrity in investment strategies.

Requirements

  • Proven experience in UHNW Private Banking or the institutional/corporate banking market, specifically covering the Irish market.
  • Demonstrable 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 investment products, based on client needs.
  • Experience in working on teams and influencing diverse resources and stakeholders.
  • 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

Responsibilities

  • Build Client Relationships – Demonstrate 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 & Maintain 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.

FAQs

What is the primary responsibility of a Private Banker at Citi Private Bank?

The primary responsibility of a Private Banker is to develop and deliver private and investment banking services to Ultra High Net Worth (UHNW) clients within the Irish market.

What constitutes an Ultra High Net Worth (UHNW) client?

UHNW clients are defined as individuals with a net worth of USD 25+ million, USD 10+ million in assets under management, or USD 100,000+ in client net revenue.

What skills are essential for the Private Banker role?

Essential skills include excellent relationship building, thriving in a business development environment, strong IT skills (including Excel and Word), creativity and innovation, the ability to multitask and prioritize, and a strong awareness of risk and compliance.

Is there a requirement for experience in the UHNW Private Banking or corporate banking market?

Yes, proven experience in UHNW Private Banking or the institutional/corporate banking market, specifically covering the Irish market, is required.

How does a Private Banker contribute to team dynamics and the broader organization?

A Private Banker helps team members acquire the necessary experience to establish credibility with clients and intermediaries while developing strong relationships with business partners, colleagues, and support functions across the Private Bank.

What does the role entail regarding client relationship management?

The role entails building and maintaining strong client relationships by understanding clients' businesses and wealth generation sources, serving as a trusted advisor, and developing tailored solutions to meet their unique needs.

Is this role considered a "Controlled Function" role?

Yes, this role is a "Controlled Function" as defined by the Central Bank of Ireland Reform Act 2010 and related regulations.

Does Citi Private Bank have a commitment to diversity and equal opportunity employment?

Yes, Citi is an equal opportunity and affirmative action employer, providing consideration to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

Citi

Finance
Industry
10,001+
Employees
1998
Founded Year

Mission & Purpose

Citigroup Inc. or Citi is an American multinational investment bank and financial services corporation headquartered in New York City. Citi's operation is to provide financial services that enable growth and economic progress. Core activities are safeguarding assets, lending money, making payments and accessing the capital markets.

Benefits

  • Live Well, Stay Healthy

    Citi provides programs and services for your physical and mental well-being including access to telehealth options, health advocates, confidential counseling and more. Coverage varies by country.

  • Paid parental leave

    We believe all parents deserve time to adjust to parenthood and bond with the newest members of their families. That’s why in early 2020 we began rolling out our expanded Paid Parental Leave Policy to include Citi employees around the world.

  • Save well, for now and your future

    We empower our employees to manage their financial well-being and help them plan for the future.

  • Keep learning

    Citi provides access to an array of learning and development resources to help broaden and deepen your skills and knowledge as your career progresses.

  • Be well, take time off

    We have a variety of programs that help employees balance their work and life, including generous paid time off packages.

  • Support Your Community

    We offer our employees resources and tools to volunteer in the communities in which they live and work. In 2019, Citi employee volunteers contributed more than 1 million volunteer hours around the world.