Citi Private Bank - Latam - Junior Banker

The Private Banker Sr. Lead is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. 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, and externally. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and external customers. Accountable for significant direct business results or authoritative advice regarding the operations of the business.
Responsibilities:

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

Qualifications:

• 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
• 10+ years of experience

Education:

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

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Job Family Group:

Private Client Coverage

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Job Family:

Private Banker

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Time Type:

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Primary Location:

Miami Florida United States

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Primary Location Salary Range:

$175,000.00 - $250,000.00

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