Private Banker

Description

Responsibilities:

Accountable for driving revenue and be responsible for their entire team’s revenue goals.
Works closely with the Global Market Manager (GMM) to lead the activities for the team.
Coach and guide team members and help them develop and share sales ideas across their and the wider team.
Co-ordinate client calling and prospecting amongst team members and sharing best practice.
Work with the GMM to achieve overall team revenues and growth objectives.
Take the lead in developing and implementing marketing and client events for the team.
Help team members in executing their account plans by providing guidance and support on specific deals and clients.
Provide ongoing feedback to team members on their performance as well as the formal mid-year & year-end reviews.
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 a comprehensive 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 appropriate product experts to develop long-term solutions that strengthen client relationships with the firm.
Help clients achieve broad financial & investment goals related to the creation, management, and transfer of wealth.
Develop tailored solutions that address clients’ unique investment, risk management, and financing/ liquidity needs.
Regularly monitor progress against goals and make adjustments to achieve objectives.
Plan and prioritize daily, weekly and monthly activities to maximize revenue growth and client satisfaction.
Transfer or eliminate non-productive accounts in order to focus on clients who fit within the business strategy.
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 Private Bank.
Help team members acquire the experience to establish credibility with clients and intermediaries.
Demonstrate strong commitment to team success and place team goals above personal achievement.
Work collaboratively with the GMM and other Team Leaders to lead the business.
Encourage team members to work collaboratively and with the entire business to deepen client relationships and exceed sales goals.

[email protected]
0551108274