Private Banker - Director - Anz Team

Citi Handlowy

Not specified
15+ years of private banking experience
Proven track record in uhnw market coverage
Relationship selling and client acquisition skills
Citi Handlowy is seeking a Private Banker - Director for their Anz Team, focusing on high-net-worth client relationships. The role requires extensive experience in private banking, strong commercial awareness, and excellent communication skills to provide tailored financial solutions and strategic advice

Job Summary

  • The Private Banker Principal serves as a strategic advisor to Ultra-High-Net-Worth clients, anticipating life events with significant financial implications.
  • This role requires building long-term connections with client families across generations while managing complex investment, risk, and liquidity needs.
  • The successful candidate will lead client teams, foster a collaborative environment, and ensure strict adherence to regulatory compliance and ethical standards.

Matching Summary

Match Score: 85

Citi Handlowy is seeking a Private Banker - Director for their Anz Team, focusing on high-net-worth client relationships. The role requires extensive experience in private banking, strong commercial awareness, and excellent communication skills to provide tailored financial solutions and strategic advice.

Skills & Requirements

Must-have

  • 15+ years of private banking experience
  • Proven track record in UHNW market coverage
  • Relationship selling and client acquisition skills
  • In-depth understanding of investment strategies
  • Ability to negotiate at senior levels

Nice-to-have

  • Master's degree preferred
  • Experience leading client teams
  • Strong commitment to team success
  • Ability to build cross-generational relationships
  • Expertise in risk management and financing

Key Requirements

  • 15+ years of experience
  • Extensive Private Banking experience covering UHNW market
  • Bachelor's degree required; Master's degree preferred
  • Demonstrated track record in relationship selling

Work Rights

Not specified

Tailored Resume

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