Private Banker - Latam Market

Citi Private Bank is a trusted advisor to the world’s wealthiest, most influential individuals and families. Citi Private Bank clients receive bespoke services and access to global solutions, tailored to their unique needs.

Among its select clients are a third of the world’s billionaires, many of whom are globally minded entrepreneurs with an expectation of an institutional level of service.

The Private Banker's role is to develop relationships with and deliver banking, investment, and lending services to Ultra High Net Worth (UHNW) clients within their geographic coverage market. UHNW is defined as clients with USD 25+ million Net Worth or USD 10+ million AUM.

Responsibilities:

• Develop and Build Client Relationships: serve as a trusted advisor to the Private Bank’s clients.
• Develop Client Solutions: understand how to deliver tailored, possibly global, solutions that address clients' unique investment, risk management, and financing/liquidity needs.
• Teamwork: help team members to acquire the experience necessary to establish credibility with clients and intermediaries. Work with other functions to deliver solutions and excellent client service.
• Build & Maintain Relationships with all Business Partners: maintain strong relationships with product partners and support functions across the Private Bank’s global hubs.
• Promote Integrity and Trust: understand and communicate the terms, risks and other critical parameters involved in various investment strategies.

Knowledge/Experience:

• Proven experience in UHNW Private Banking or the institutional/corporate banking market, specifically covering the Latam Market.
• Demonstrated track record in relationship acquisition.
• Ability to drive complex transactions.
• Demonstrate an in-depth understanding of regulatory and compliance aspects of the private banking role; and to be able to diligence clients' businesses and sources of wealth.
• Extensive experience in selling new products, based on client needs.
• Experience in working on teams and influencing diverse resources and stakeholders.

Skills:

• Fluent English (written and spoken) as well as Spanish.  
• Excellent relationship building skills
• Thrives in a business development environment
• Strong IT skills
• Creative and innovative
• Able to multi-task and prioritise
• Strong awareness of risk and compliance

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Job Family Group:

Private Client Coverage

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Job Family:

Private Banker

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Time Type:

Full time

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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