跳到主要内容

职业

COVID-19:

COVID-19: 我们同事和求职者的健康和安全是我们的重中之重。 因此,花旗继续密切监视COVID-19的情况。 我们已在全球范围内对整个公司实施了预防措施,包括几乎暂时地通过视频形式完成所有候选人面试,直到需要时另行通知。

UHNW Banker - Palo Alto/San Francisco

职位编码 22446920 主要位置 San Francisco, California, Palo Alto, California; 职位分类 Private Client Coverage
马上申请

The Banker SAFE Act is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Recognized subject matter expert within one area. Strong commercial awareness is a necessity. Is an acknowledged authority both within and outside area of expertise. Typically a small number of people within the business that provide the same level of expertise. Excellent communication skills required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides advanced judgment and conducts in-depth quantitative or qualitative analysis to solve problems and develop new, innovative solutions. Required to think beyond existing solutions, assumptions or current knowledge of sophisticated areas. Significant impact on a function and/or the business through making decisions that determine technical approaches and strategies for the area.

Responsibilities:

  • Actively identify prospects and establish contact with them/convert prospects into clients.
  • Demonstrate an in-depth understanding of clients’ businesses and sources of wealth generation.
  • Anticipate events in a client’s life and business which have significant financial implications.
  • Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters.
  • Build relationships with client families that cross generations to establish long-term connections to the Citi Private Bank.
  • Effectively manage client expectations regarding what can and cannot be executed on their behalf.
  • Maintain full understanding of client goals and risk tolerance to ensure that financial strategies are appropriate.
  • Uncover needs that are not articulated or clearly expressed by the client.
  • Bring together the product experts to develop long-term solutions to strengthen relationships with the firm.
  • Help clients achieve broad financial/investment goals related to the creation and management of wealth.
  • Develop tailored solutions that address clients' investment, risk management, and financing/liquidity needs.
  • Set challenging goals, regularly monitoring progress and making adjustments to achieve objectives.
  • Plan and prioritize daily, weekly, and monthly activities to maximize revenue growth and client satisfaction.
  • Establish a referral network and gain introductions to potential clients which generate new sales.
  • Close the deal, making concessions that are appropriate and in line with the fundamental interests of the Citi Private Bank.
  • Help team members acquire the experience necessary to establish credibility with clients and intermediaries.
  • Demonstrate strong commitment to team success and place team goals above personal achievement.
  • Encourage team members to work together to deepen client relationships and exceed sales goals.
  • Align complementary experiences and skill sets of team members to maximize client effectiveness.
  • Build relationships/partner with support groups in Citi Private Bank to maintain control, find solutions and resolve issues.
  • Follow standard procedures and advocate appropriate exceptions to standard practices when the bigger picture needs to be considered, and seeks or grants approvals as appropriate.
  • Ensure compliance on regulatory requirements and minimizes any potential liability for Citi.
  • Ensure strong controls and effective operational and administrative services.
  • Set an example of behaviour to all staff.
  • Partner with colleagues across the Citi network to leverage capabilities and share expertise.
  • Advocate for the client, negotiating on their behalf with members of the Private Bank and Citi.
  • Ensure clients are presented with seamless execution of internal processes and Citigroup services.
  • Prioritize issues that need to be escalated, getting the appropriate people involved to expedite resolution.
  • Understand and communicate the risk involved with various investment strategies.
  • Establish credibility and trust with all Citi Private Bank colleagues, maintaining the highest standards of personal and professional integrity.
  • Persevere in delivering what is promised, even when obstacles arise.
  • Flag and report illegal or improper transactions, complying with all regulatory policies and control procedures regarding client acceptability.
  • Understand the broad array of products and services under the Citi umbrella.
  • Apply an in-depth level of knowledge in key investment and financing products.
  • Develop expertise to identify business opportunities and address the unique needs of specific client segments.
  • Keep abreast of financial industry developments and current global market conditions.
  • Present and communicate complex financial concepts and investment strategies with the highest degree of professionalism.
  • Seek continuous improvement, admit mistakes and adapt behaviour, based on feedback from clients and colleagues
  • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:

  • 15+ years of experience
  • Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and transactions / Demonstrated track record in relationship selling
  • Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities.

Education:

  • Bachelor's/University degree, Master's degree preferred

Primary Location Salary Range

$170,000.00 - $300,000.00

-------------------------------------------------

Job Family Group:

Private Client Coverage

-------------------------------------------------

Job Family:

Private Banker

------------------------------------------------------

Time Type:

Full time

------------------------------------------------------

Primary Location:

San Francisco California United States

------------------------------------------------------

Primary Location Salary Range:

$200,000.00 - $300,000.00

------------------------------------------------------

Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.

View the "EEO is the Law" poster. View the EEO is the Law Supplement.

View the EEO Policy Statement.

View the Pay Transparency Posting

-----------------------------

Effective November 1, 2021, Citi requires that all successful applicants for positions located in the United States or Puerto Rico be fully vaccinated against COVID-19 as a condition of employment and provide proof of such vaccination prior to commencement of employment.

马上申请
  • 加入我们由 220,000 多名实力强劲的多元化员工组成的团队

  • 我们的员工深具社会意识,为 90 个国家/地区的社区提供志愿服务

  • 遍及逾 95 个市场的实体业务提供了有意义的职业机会

我们营造一种包容所有人并鼓励不同观点的文化,在这里您可以产生影响,并大展宏图。在花旗,我们重视展现高专业水平、有强烈的诚信意识、为人慷慨、求知欲强且严谨的同事。我们深知拥有事业的重要性,并承诺,只要您符合以上条件,我们愿意做出让步。

已保存的职位

您没有保存的工作

之前查看的职位

您没有浏览过的工作