Logo of Huzzle

Home

Matches

Explore

Manage

Private Banker (Hybrid)

image

Citi

2mo ago

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

AI generated summary

  • You need experience in UHNW Private Banking for the German market, strong relationship skills, business development success, fluency in German, and proficiency in IT, with a focus on risk and compliance.
  • You will build client relationships, develop tailored financial solutions, monitor goals, foster teamwork, 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 German market
  • Demonstrated 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 products, based on client needs.
  • Experience in working on teams and influencing diverse resources and stakeholders.
  • Fluent German (written and spoken)
  • 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
  • CEP-Fitness and Probity Regime (CFs and PCFs)

Responsibilities

  • Build Client Relationships - Demonstrates 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 job title for this position?

The job title is Private Banker.

What division is this role part of?

This role is part of the Citi Global Wealth division.

Where is the location of this job?

The location of this job is Frankfurt, Germany.

What type of clients will I be working with as a Private Banker?

You will be working with Ultra High Net Worth (UHNW) clients within the German market.

What is the minimum net worth to be considered an UHNW client?

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

What are some key responsibilities of the Private Banker role?

Key responsibilities include building client relationships, developing tailored client solutions, executing and driving results, teamwork, and promoting integrity and trust.

What experience is required for this role?

Proven experience in UHNW Private Banking or the institutional/corporate banking market, specifically covering the German market, along with a demonstrated track record in relationship acquisition and business development.

Is fluency in any specific language required?

Yes, fluent German (written and spoken) is required for this role.

What skills are emphasized for successful performance in this role?

Skills emphasized include excellent relationship building, thriving in a business development environment, strong IT skills, creativity, the ability to multi-task, and strong awareness of risk and compliance.

What does "Controlled Function" role mean in this context?

It refers to a role defined by the Central Bank of Ireland Reform Act 2010 and related regulations that involve significant responsibility and require fitness and probity standards to be met.

What type of time commitment is expected for this job?

This role is a full-time position.

What is the C-Grade for this position?

The C-Grade for this position is C13.

What is the officer title for this role?

The officer title for this role is Vice President.

image

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.