Director, HNW Private Banker - Citi : Job Details

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 clients 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 managem...Director, Banker, Private, Client Relations, Business Partner, Relationship