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Private Banker (Hybrid)

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Citi

16d ago

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

AI generated summary

  • You have experience in UHNW Private Banking in Germany, strong relationship acquisition skills, team collaboration, fluent German, sales expertise, IT proficiency, and risk awareness.
  • You will build client relationships, develop tailored solutions, execute 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 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

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 is the location of this job?

The job is located in Frankfurt, Germany.

What type of clients will the Private Banker serve?

The Private Banker will serve Ultra High Net Worth (UHNW) clients, defined as those with USD 25+ million Net Worth or USD 10+ million AUM or USD 100,000+ Client Net Revenue.

What are the main responsibilities of a Private Banker in this role?

Main responsibilities include building client relationships, developing tailored client solutions, executing and driving results, teamwork, and building relationships with business partners and colleagues.

What qualifications are necessary for this position?

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 is necessary.

What language proficiency is required for this role?

Fluency in German (written and spoken) is required for this role.

Is this position part of 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.

What type of work environment can applicants expect?

Applicants can expect a hybrid work environment that combines both in-office and remote work.

What kind of skills are emphasized for this role?

Skills emphasized include excellent relationship building, strong IT skills including Excel and Word, creativity, multi-tasking and prioritization, as well as a strong awareness of risk and compliance.

What is Citi's stance on equal opportunity employment?

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

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.

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